Business Relationship Associate for Private Wealth
4 days ago
We are seeking a highly skilled Business Relationship Associate to join our team at Global Executive Consultants Ltd. in Hong Kong.
Job OverviewThis role is responsible for assisting Relationship Managers in building and maintaining customer relationships, as well as covering client inquiries and monitoring account transactions.
About the RoleThe ideal candidate will have a degree in Business, Finance, or a related field and minimum 4 years of experience in private banking or wealth management.
Solid experience in building customer relationships and fluency in Putonghua are required. The successful candidate will be qualified to carry out investment regulated activities under the Securities and Futures Ordinance.
Key Responsibilities- Assist Relationship Managers in customer onboarding, product introduction, credit approval, due diligence, and agreement preparation
- Cover client enquiries and monitor clients' account transactions
- Establish customer relationships and deliver customer-focused solutions
- Degree holder in Business, Finance, or related disciplines
- Minimum 4 years of experience in private banking or wealth management industry
- Qualified to carry out Investment regulated activities (Types 1 and 4) under Securities and Futures Ordinance
- Customer-focused with excellent communication and interpersonal skills
- Good command of written and spoken English and Chinese; fluency in Putonghua is a must
Competitive salary range HK$30K - $45K per annum, commensurate with experience.
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