Associate Relationship Manager (Greater China)
Core
Build and nurture a client base of high-net-worth individuals, delivering expert investment advice and responsive service tailored to their unique needs.
Role type
Associate Relationship Manager (Private Banking)
Builds
Client relationships and wealth management portfolios
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
client relationship management, sales, investment advisory, portfolio management, compliance and risk management, marketing and business development
Preferred skills
CACS certification
Technologies
N/A
Responsibilities
proactive client outreach, delivering tailored investment advice, strategic cross-selling and upselling, maintaining accurate client records, contributing to marketing strategies
Seniority
Associate (3-5 years experience)
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