Associate Relationship Manager (Hong Kong)

Tasks

As an Associate Relationship Manager, you will:

• Build and maintain a strong customer base network through proactive engagement and collaborative teamwork.
• Deliver expert investment advice and responsive service tailored to each client's unique needs and preferences.
• Develop and deepen customer relationships through strategic cross-selling and upselling.
• Ensure excellent customer satisfaction, maintain accurate records, and comply with regulatory requirements.
• Participate in innovative marketing strategies and take part in forward-thinking initiatives.
• Actively engage with our Associate Relationship Manager community, sharing best practices and experiences to foster a culture of excellence.

Requirements

To be successful in this role, you should:

• Possess excellent customer relationship management and sales skills.
• Have strong investment advisory and portfolio management skills.
• Possess effective communication and interpersonal skills.
• Have proven time management and organizational skills.
• Have a solid understanding of compliance and risk management principles.
• Possess marketing and business development skills.
• Collaborative teamwork and adaptability.

We offer

Through our program, you will:

• Gain a deep understanding of asset management and customer relationship management.
• Acquire expert knowledge in investment consulting and portfolio management.
• Build a robust network of customers, colleagues, and industry connections.

Further information

• 3-5 years of relevant experience, preferably in asset management, investment advisory, or a supporting role in a private banking frontline team.
• Proficiency in English and Chinese (spoken and written), additional languages according to specific market requirements.
• Relevant regulatory licenses of HKMA/SFC.
• Certification as a Certified Private Wealth Professional (CPWP) preferred.