Assistant Relationship Manager

Wrise Financial Management Services Limited; Hong Kong; On-site; HKD 300,000 - 600,000; Full time

Job summary

WRISE Group in Hong Kong is seeking an Assistant Relationship Manager to support the Investment Team in serving high-net-worth clients through investment research, client relationship support, and multi-asset trade execution.

You will contribute to market insights, assist daily relationship maintenance, and coordinate investment sales across OTC products, fixed income, mutual funds, and structured products.

Qualifications

• Bachelor's degree or above in Finance, Business Administration, Economics, or a related discipline.
• 2–3 years of relevant experience in private banking, brokerage firms, EAM or financial services.
• Holder of SFC Type 1, 4 and 9 licenses.

Responsibilities

• Support Relationship Managers and Investment team in delivering tailored services to high-net-worth clients, fostering long-term retention and growth.
• Assist Investment team in the daily maintenance of clients' relationships.
• Conduct market research, generate investment ideas, and brief sales team on market updates and opportunities.
• Collaborate with business development team, distribution channel, operation and other internal stakeholders in supporting investment sales activities.
• Execute multi-asset trade orders across OTC products, fixed income, mutual funds, and structured products, managing the full trade lifecycle.

Skills

Analytical skills

Communication

Interpersonal skills

Presentation skills

Team collaboration

Education

Bachelor's degree in Finance/Business/Economics

Tools

Bloomberg

Excel/VBA

Job description

WRISE Group is one of the fastest-growing wealth management firms, headquartered in Singapore with a global presence across Hong Kong and APAC.

Powered by a dynamic team of client advisors and investment specialists, we deliver a seamless, end-to-end wealth management experience—from advisory to execution—helping clients grow, manage, and protect their wealth.

Our expansive ecosystem provides clients access to over 150 financial intermediaries across eight booking locations, enabling borderless opportunities through strategic partnerships and innovative solutions.

About the Role:

We are looking for an Assistant Relationship Manager to support the Investment Team in serving high-net-worth clients through investment research, client relationship support, investment sales coordination, and multi-asset trade execution. Contribute to market insights, sales initiatives, and the efficient management of the full trade lifecycle across a range of investment products.

Key Responsibilities:

Support Relationship Managers and Investment team in delivering tailored services to high-net-worth clients, fostering long-term retention and growth.

Assist Investment team in the daily maintenance of clients' relationships.

Conduct market research, generate investment ideas, and brief sales team on market updates and opportunities.

Collaborate with business development team, distribution channel, operation and other internal stakeholders in supporting investment sales activities.

Execute multi-asset trade orders across OTC products, fixed income, mutual funds, and structured products, managing the full trade lifecycle.

Qualifications & Requirements:

Bachelor's degree or above in Finance, Business Administration, Economics, or a related discipline.

2-3 years of relevant experience in private banking, brokage firms, EAM or financial services.

Holder of SFC Type 1, 4 and 9 licenses.

Strong understanding of financial markets, investment concepts, and product lifecycles and management functions.

Strong analytical, communication, interpersonal, and presentation skills.

Proficient in financial modeling (Excel/VBA) with knowledge of Bloomberg.

WRISE Prestige offers a sophisticated wealth management experience designed for forward-thinking investors. Enjoy a transparent approach with access to a broad range of investment opportunities and comprehensive services, expertly guided by a dedicated Independent Wealth Consultant. Receive bespoke strategies crafted specifically for affluent and high-net-worth individuals.

Adhering to our mission of transparency and independency, we drive high client experience and innovation across products and enrich product and service offerings that meet the evolving needs of our clients and the industry.

WRISE Prestige offers a sophisticated wealth management experience designed for forward-thinking investors. Enjoy a transparent approach with access to a broad range of investment opportunities and comprehensive services, expertly guided by a dedicated Independent Wealth Consultant. Receive bespoke strategies crafted specifically for affluent and high-net-worth individuals.

Adhering to our mission of transparency and independency, we drive high client experience and innovation across products and enrich product and service offerings that meet the evolving needs of our clients and the industry.