Associate, Assistant Relationship Manager


  • Support Relationship Managers (RMs) to provide excellent service to high net-worth clients so as to achieve client retention
  • Understand client requirements and assist RMs in daily maintenance of account relationships
  • Initiate account openings / closures / update instruction checklists and interface with client to ensure completion of documentation requirements
  • Handle and follow up client’s enquiries, service requests and complaints in a timely and professional manner.
  • Ensure timely follow up on client calls / queries
  • Ensure compliance with all regulatory requirements
  • Provide administrative support to the team


  • Degree holder in Business, Financial Services, Economics or related disciplines.
  • Minimum 3 years’ working experience preferably in brokerage industry.
  • Holder of SFC Representative License of Type 1 is an advantage.
  • Proactive, patient and responsible.
  • Good interpersonal skills, detail-oriented and customer-oriented.
  • Good command of spoken and written English and Chinese. Proficiency in Putonghua is a must.
  • Mature, independent and self-motivated, ability to work effectively under pressure and be a team player.

We offer attractive remuneration package and fringe benefits to the right candidate. Interested applicants please send detailed resume stating present & expected salaries and date of availability to Human Resources Department by email (

All applications will be treated in the strictest confidence and personal data collected will be used for recruitment purpose only.