Fresh Grad Hire - Assistant Relationship Manager

Key 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 high-net-worth 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 high-net-worth activities based on the team resources；
• Responsible for serving high-net-worth clients, including account opening, maintenance, and related tasks. Manage credit quality and monitor margin levels.
• 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;
• 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.
• Open to candidates graduating between January 2025 and August 2026.

*Only shortlisted candidates will be contacted.