Private Wealth Associate Relationship Manager

Julius Baer; Hong Kong Island; On-site; HKD 420,000 - 720,000; Full time

Job summary

A leading wealth management firm in Hong Kong is seeking candidates for its Associate Relationship Manager Program. This program offers comprehensive training and mentorship while equipping you to excel in managing high-net-worth clients. Ideal candidates will have 3-5 years of relevant experience and proficiency in English and Chinese, as well as a passion for building client relationships and providing tailored investment advice.

Qualifications

• 3-5 years of experience in Wealth Management or related fields.
• Proficiency in English and Chinese.
• Regulatory licenses from HKMA/SFC preferred.

Responsibilities

• Build and nurture client relationships.
• Provide tailored investment advice.
• Ensure client satisfaction and compliance.

Skills

Client relationship management

Sales skills

Investment advisory

Communication

Organizational abilities

Job description

A leading wealth management firm in Hong Kong is seeking candidates for its Associate Relationship Manager Program. This program offers comprehensive training and mentorship while equipping you to excel in managing high-net-worth clients. Ideal candidates will have 3-5 years of relevant experience and proficiency in English and Chinese, as well as a passion for building client relationships and providing tailored investment advice.