Relationship Manager, External Asset Management (EAM), Private Banking
Core
Proactively engage and expand relationships with RM teams from financial institutions to build a robust referral network and drive the onboarding of HNWI clients onto BOCHK's EAM platform.
Role type
Relationship Manager, External Asset Management (EAM), Private Banking
Builds
Referral network of partner institutions and onboarding of HNWI clients onto EAM platform
Domain
Private Banking / Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Business development, Negotiation, Relationship building, KYC/AML preparation, Trade routing coordination, Market intelligence gathering, Data analysis (AUM, trading volume), Microsoft Office proficiency
Preferred skills
Experience in EAM or referral models, Familiarity with AI tools (Copilot, internal platforms)
Responsibilities
Engage and expand relationships with RM teams from financial institutions, Drive onboarding of HNWI clients from partner institutions, Support partner RMs in client referral process including document collection and account opening, Coordinate trade routing arrangements, Monitor AUM and trading activity of referred clients, Support preparation of incentive scheme briefings and revenue reconciliation reports, Gather market intelligence and competitor insights, Contribute to EAM platform enhancements and process streamlining