Assistant Relationship Manager (Private Wealth Management)

Responsibilities

• Assist Relationship Manager to manage key partner relationship to achieve business targets
• Explore new business opportunities in order to company strategy
• Building tight relationship with HNW clients to complete team AUM and revenue target.
• Work closely with IA and product team and provide investment portfolio analysis and advices to the clients according to their needs, desires and risk profile
• Support marketing team to build HNW activities based on the team resources
• Be in responsible for the HNW client services, including account opening, maintenance, and other related tasks Manage the credit quality and monitor the margin level
• Work on ad hoc projects and tasks assigned by the management

Requirements

• Bachelor's degree or above, preferably in Finance, Economics, or a related field;
• 1-2 years of relevant experience, fresh graduate will also be considered
• Excellent command of spoken and written English, Mandarin and Cantonese ;
• High level of customer-centric mindset to deliver exceptional quality services for customers;
• Familiarity with PWM business processes and relevant regulations, with a strong sense of risk awareness and compliance.
• SFC Licensed type 1 and 4 or - HKSI LE Paper 1,7 & 8 or equivalent.