Relationship Assistant
3 days ago
Job Overview: We are seeking a dynamic and detail‑oriented Relationship Assistant/Associate Manager to support our Director in the Wealth Management Department. The ideal candidate will play a crucial role in enhancing client satisfaction, ensuring seamless business operations, and fostering strong relationships with our clients. Key Responsibilities: Manage trade execution, onboarding, KYC compliance, etc. Support to prepare investment proposals and provide relevant market conditions, pricing and insights to clients. Assist to maintain client relationships and enhance client satisfactions ensuring timely communication and addressing their needs effectively. Work closely with internal compliance, operations, and sales teams to deliver integrated client solutions. Help to develop and expand the company’s Wealth Management business. Handle limited ad‑hoc tasks from the Director. Qualifications: Bachelor’s degree in Business Administration, Finance, Economics or other related disciplines. 1-2 years’ experience in a client‑facing role at wealth management or financial services institutions. Knowledge of financial products and markets. Qualified individual to carry out regulated activities (Type 1 & 4) would be preferred. Excellent communication and interpersonal skills. Good command in Spoken and written English and Chinese. Proficiency in computer applications such as MS Excel, Word, Power Point and trading platforms. Application Questions: Which of the following statements best describes your right to work in Hong Kong? What’s your expected monthly basic salary? Which of the following languages are you fluent in? #J-18808-Ljbffr
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Corporate - Assistant Relationship Manager
3 days ago
Hong Kong Island, Hong Kong SAR China WallStone Partners and Company Limited Full timeCorporate - Assistant Relationship Manager Ref. Code. : WY-CARM0802W Responsibilities Provide assistance to the Relationship Manager in preparing the Credit Limit Report. Maintain the relationship with customers. Assist in exploring new prospect customers. Handle ad-hoc assignment as required. Requirements University graduate or above. 3 years or above...
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Assistant Relationship Manager
3 days ago
Hong Kong Island, Hong Kong SAR China Luk Fook Financial Services Limited Full timeAssistant Relationship Manager / Relationship Manager Develop and establish relevant business channels and client relationships, build and maintain relationships with existing and potential LPs (Limited Partners) such as institutional investors and high-net-worth individuals, and coordinate major activities related to investor relations. Develop and maintain...
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Assistant Relationship Manager
3 days ago
Hong Kong Island, Hong Kong SAR China Talentquest HR Limited Full timeAssistant Relationship Manager - Private Banking You will be part of a leading private bank with a strong brand and network around the world. They are currently looking for an Assistant Relationship Manager to join their growing team to drive the private banking sector. Key Responsibilities Act as a trusted partner to the Relationship Manager to assist with...
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Relationship Manager Assistant
3 days ago
Hong Kong Island, Hong Kong SAR China PI Business Consulting Limited Full timeRelationship Manager Assistant (Private Wealth) Assist Private Wealth Relationship Manager to manage client relationships and provide quality service. Be responsible for the HNW client services, including account opening, maintenance and other related tasks. Work on ad hoc projects and tasks assigned by the management. Qualifications Bachelor's degree or...
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Assistant Relationship Manager
3 days ago
Hong Kong Island, Hong Kong SAR China Osmium Consulting Group Limited Full timeAssist senior relationship managers in maintaining and expanding client relationships, ensuring client needs are met. Prepare client reports and proposals, providing market analysis and business insights. Manage and update client data, ensuring accuracy and completeness. Address client inquiries and issues, providing prompt and effective solutions....
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Assistant Relationship ManagerNew
3 days ago
Hong Kong Island, Hong Kong SAR China RFO Raffles Family Office Full timeDiscover New Possibilities at Raffles Family Office Raffles Family Office (RFO) offers a comprehensive, one-stop family office solution by providing a wide range of services including independent asset management (IAM), advanced wealth solutions, fund services, risk & resilience services. Our holistic approach ensures we cover all aspects of family...
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Hong Kong Island, Hong Kong SAR China Asia Progress Executive Limited Full timeA recruitment agency is seeking candidates for the role of Assistant Relationship Manager in Private Banking. The successful candidate will assist Relationship Managers with client support in the Greater China Markets. Responsibilities include executing trades, preparing marketing materials, and managing client documentation. This position requires a degree...
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Assistant Manager, Relationship Management
3 days ago
Hong Kong Island, Hong Kong SAR China The Hong Kong Institute of Bankers Full timeJoin to apply for the Assistant Manager, Relationship Management role at The Hong Kong Institute of Bankers . Job Purpose Reporting to the Senior Manager, Relationship Management, the colleague will assist to build, nurture, and maintain strong, long‑term relationships with clients, partners, and stakeholders. He/she will act as the primary point of...
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Assistant Manager, Client Relationships
3 days ago
Hong Kong Island, Hong Kong SAR China The Hong Kong Institute of Bankers Full timeA leading banking institute in Hong Kong is looking for an Assistant Manager in Relationship Management. The role involves nurturing client relationships and ensuring satisfaction across various banking lines. Candidates should have over 5 years of experience in relationship management, excellent communication skills, fluency in English and Cantonese, and a...
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Hong Kong Island, Hong Kong SAR China WallStone Partners and Company Limited Full timeA corporate finance firm in Hong Kong is seeking an Assistant Relationship Manager to support the Relationship Manager in preparing credit limit reports and maintaining customer relationships. Candidates should have at least 3 years of experience in Corporate Banking, good communication skills, and proficiency in English and Mandarin. The role involves...