Associate Relationship Manager (Hong Kong)

Stellenbeschreibung

Aufgaben

• Build and nurture a strong client base through proactive outreach and collaborative teamwork.
• Deliver expert investment advice and responsive service, tailored to each client's unique needs and preferences.
• Develop and deepen client relationships through strategic cross-selling and upselling opportunities.
• Ensure exceptional client satisfaction, maintaining accurate records and adhering to regulatory requirements.
• Contribute to innovative marketing strategies and participate in forward-thinking initiatives.
• Engage actively with our Associate Relationship Manager community, sharing best practices and experiences to foster a culture of excellence.

Anforderungen

Kernfähigkeiten

• Excellent client relationship management and sales skills.
• Strong investment advisory and portfolio management capabilities.
• Effective communication and interpersonal skills.
• Proven time management and organizational abilities.
• A solid grasp of compliance and risk management principles.
• Marketing and business development acumen.
• Collaborative teamwork and adaptability.

Profil

• Exceptional interpersonal and networking skills.
• Strong ability to listen and adapt.
• Resilient and motivated mindset.
• Collaborative and independent thinker with high personal integrity and a strong moral compass.
• Proficiency in English and Chinese (spoken and written), additional languages according to specific market requirements.
• Relevant regulatory licences from HKMA/SFC.
• Certified Private Wealth Professional (CPWP) certification preferred.

Wir bieten

• Comprehensive training covering all facets of wealth management, from investment products to wealth planning and credit facilities.
• Dedicated support and guidance from seasoned Senior Relationship Managers.
• Exclusive networking opportunities to connect with key stakeholders and industry experts.
• Regular performance feedback to help you grow, improve, and celebrate your successes.