Assistant Relationship Manager - Wealth & Trade Support

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 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.