Assistant Relationship Manager, Wealth Management

E.SUN Commercial Bank, Hong Kong Branch; Hong Kong; On-site; HKD 223,000 - 335,000; Full time

Job summary

E.SUN Commercial Bank, Hong Kong Branch, is seeking a Wealth Management Associate to collaborate with RM colleagues in growing client relationships and ensuring precise onboarding and documentation. The role demands accuracy in KYC reviews, timely account maintenance, and proactive handling of client requests.

Qualifications include a Bachelor’s degree in Finance/Accounting/Business, 1 year of wealth management experience, and relevant regulatory licenses; bilingual ability in English and

Qualifications

• Bachelor’s Degree in Finance/ Accounting/ Business or related discipline.
• Minimum 1 year of relevant working experience, preferably in wealth management.
• Licensed under SFC Type 1 & 4 regulated activities; IA technical representative license is an advantage.
• Good understanding of HK regulations, HKMA, SFC requirements.
• Good teamwork and able to collaborate with RMs, Operations, and branch staff.
• Multi-tasking under pressure.
• Proficiency in English and Chinese; Putonghua fluency an advantage.

Responsibilities

• Partner with WM RMs to deepen client relationships and achieve business targets.
• Manage client onboarding and KYC review procedures ensuring regulatory compliance.
• Execute account maintenance processes (openings, closures, updates) and interface with clients to complete documentation.
• Collaborate with WM RMs to offload small accounts to servicing units and close zero-balance profiles with no business potential.
• Handle day-to-day client requests, including investment instructions, monitor funds for payment, follow up on client’s instructions, forms and deposits rollovers.

Skills

Teamwork

Multi-tasking

English language

Putonghua

Education

Bachelor’s Degree in Finance/ Accounting/ Business

Job description

Responsibilities:

1. Partner with WM RMs to deepen client relationships and achieve business targets.
2. Manage client onboarding and KYC review procedures to ensure strict regulatory compliance.
3. Execute account maintenance processes (openings, closures, updates) and interface with clients to complete documentation.
4. Collaborate with WM RMs to offload small accounts to relevant servicing units and close zero-balance profiles with no business potential.
5. Handle day-to-day clients requests, including investment instructions, monitor funds for payment, follow up on client’s instructions, forms and deposits rollovers.

Requirements:

• Bachelor’s Degree in Finance/ Accounting/ Business or a related discipline.
• Minimum 1 year of relevant working experience, preferably in wealth management
• Licensed under SFC Type 1 & 4 regulated activities and IA technical representative license is an advantage.
• Good understanding of relevant local regulations and HKMA, SFC requirements.
• Good teamwork and able to collaborate with RMs, Operations, and multiple levels of colleagues across the branch.
• Multi-tasking under pressure
• Proficiency in both English and Chinese, fluency in Putonghua an advantage

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More Job Information

Salary

• 20000 - 30000 / MONTH

Job Function

• 銀行
• 金融服務 - 一般
• 其他

Employment Term

• 全職

Education

• 學士