About the role
- Assist Relationship Manager to manage key partner relationships to achieve business targets； - Explore new business opportunities in order to company strategy； - Building tight relationship with high-net-worth clients to complete team AUM and revenue target； - Work closely with IA and product team and provide investment portfolio analysis and advices to the clients according to their needs, desires and risk profile； - Support marketing team to build high-net-worth activities based on the team resources； - Responsible for serving high-net-worth clients, including account opening, maintenance, and related tasks. Manage credit quality and monitor margin levels. - Work on ad hoc projects and tasks assigned by management.
Requirements
- Bachelor's degree or above, preferably in Finance, Economics, or a related field; - Excellent command of spoken and written English, Mandarin and Cantonese ; - High level of customer-centric mindset to deliver exceptional quality services for customers; - Familiarity with PWM business processes and relevant regulations, with a strong sense of risk awareness and compliance. - Fluent in Chinese and English, with solid reading, writing and cross-cultural collaboration skills.
*Open to candidates graduating between January 2026 and August 2027.
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