Associate Relationship Manager (Hong Kong)

Tasks

• Build and strengthen a solid customer base by proactively reaching out to customers and maintaining networks.
• Providing expert investment advice and maximizing returns, tailored to each client's goals and preferences.
• Fostering and maintaining customer relationships through high-quality service and quarterly portfolio reviews.
• Identifying additional customer needs and promoting cross-selling to optimize wealth management.
• Contributing to innovative strategies and participating in customer-focused and marketing events.
• Actively engage with the community of other Associate Relationship Managers to share best practices and experiences and foster a culture of excellence.

Requirements

• 15 years of relevant experience, preferably in wealth management, investment consulting, or in support roles within the private banking business team.
• Proactive proficiency in spoken and written English and Chinese; other languages as required by specific market needs.
• Relevant IRMA/CE certification licenses.
• Certification as a Certified Native Wealth Professional (CNWP) is an asset.
• Excellent skills in customer relationship management and sales.
• Strong skills in investment advising and portfolio management.
• Excellent communication and interpersonal skills.
• Proven skills in time management and organization.
• In-depth knowledge of compliance and risk management principles.
• Marketing and business development expertise.
• Excellent ability to work in a team and adapt to new situations.

We offer

• Exclusive networking opportunities to connect with key figures and industry experts, expand your professional network, and open up new opportunities.
• Regular performance feedback to support growth, success, and the celebration of achievements.
• A deep understanding of wealth management and building client relationships.
• An Overview of Investment Advocacy and Portfolio Management.
• A strong network of customers, colleagues, and industry contacts.