Private Bank (wealth Management)- Associate Relationship Manager (hong Kong) At Banking / Finance
BDO HK
Hong Kong
On-site
High net worth client service
Sales and administration support
Cross-selling and account referrals
The Associate Relationship Manager (ARM) is responsible as the primary service contact for the Wealth client, with key activities including sales, customer service, and administration
Job Summary
The Associate Relationship Manager (ARM) is responsible as the primary service contact for the Wealth client, with key activities including sales, customer service, and administration.
Assists in developing AUM through cross selling and account referrals to Sr. RM/RM, and may act as the back-up RM in their absence.
University graduate with good scholastic records and a minimum of 1 year of experience in Wealth Management related to the role is required.
Matching Summary
The Associate Relationship Manager (ARM) is responsible as the primary service contact for the Wealth client, with key activities including sales, customer service, and administration.
Skills & Requirements
Must-have
High net worth client service
Sales and administration support
Cross-selling and account referrals
Bank policies and procedures
Regulatory requirements and compliance
Nice-to-have
Client-centric mindset
Enhancing client relationships
Internal stakeholder collaboration
Key Requirements
Minimum 1 year experience in Wealth Management
Knowledge of wealth management/private banking investment products