Relationship Manager Assistant (Wealth Management Sales Support | 50K)

Manpower Services (Hong Kong) Limited; Hong Kong Island; On-site; HKD 240,000 - 420,000; Full time

Job summary

Manpower Services (Hong Kong) Limited is seeking a Sales & Business Development Support to collaborate with Priority RMs, drive client acquisition and portfolio growth, and focus on sales pitches, meeting preparation, and relationship-building activities.

You will coordinate client meetings, prepare wealth management proposals, market insight presentations, and marketing collateral for high-net-worth individuals, while ensuring effective communication with back-office and sales teams.

Qualifications

• 1 to 3 years of experience in retail banking, wealth management support, sales administration, or client services.
• Familiarity with investment and insurance products to assist with sales collateral and client presentations.
• HKSI or IIQE licenses are a strong advantage toward a Relationship Manager role.

Responsibilities

• Sales & business development support for client acquisition and portfolio growth.
• Prepare wealth management proposals, market insights, and marketing collateral.
• Coordinate client meetings and ensure smooth relationship building.
• Coordinate product applications and trade execution with back-office processing.
• Handle non-regulatory client inquiries and administrative requests.

Skills

Sales support

Client services

Communications

Organization

Proactiveness

Education

HKSI or IIQE licenses

Job description

Sales & Business Development Support: Partner directly with Priority RMs to drive client acquisition and portfolio growth, focusing purely on sales pitches, meeting preparation, and relationship-building activities.

Client Engagement & Events: Coordinate client meetings, prepare wealth management proposals, market insight presentations, and marketing collateral for high-net-worth individuals.

Transaction Coordination: Assist in facilitating product applications and trade execution by routing paperwork directly to back-office processing and specialist desks.

Service Management: Handle non-regulatory client enquiries, coordinate administrative requests, and ensure seamless communication between clients and internal sales teams.

What We Are Looking For

Experience: 1 to 3 years of experience in retail banking, wealth management support, sales administration, or client services.

Product Knowledge: Familiarity with investment and insurance products to effectively assist with sales collateral and client presentations.

Skills: Excellent communication, strong organizational abilities, and a proactive, sales-driven mindset.

Qualifications: HKSI or IIQE licenses are a strong advantage, providing a clear pathway toward a full-fledged Relationship Manager role.

Language Skills: Professional proficiency in Mandarin and English; Cantonese is an asset.