Assistant Relationship Manager (Wealth Management)

Responsibilities:

1. Assist clients with account opening procedures

2. Support RM in completing KYC processes

3. Provide clients with necessary forms and documents

4. Conduct Investment Risk Questionnaires with clients

5. Conduct transaction confirmation recordings with clients

6. Handle and respond to client inquiries

7. Assist Relationship Managers in providing product information to clients

8. Support Relationship Managers in achieving business targets

9. Execute and complete assigned projects

Requirements:

1. Form 5 (Grade 11) or above

2. Holder of IA license & SFC Type 1 and 4 license (or passing relevant tests)

3. Minimum 2 years of experience in a financial institution

4. Familiar with insurance policies and financial products

5. Responsible, hardworking, self-motivated, and independent

6. Customer-oriented, a team player, and able to work under pressure

7. Application with no expected salary and latest salary may not be considered.

8. Immediate available is highly preferred.

9. position title may be varied due to internal policy and benchmarking.

*This position is under Mandatory Reference Checking Scheme. Identified suitable candidates only could commence duty when reference checking conducted.

*For more details, please visit https://www.hkma.gov.hk/eng/news-and-media/insight/2025/07/20250724/

*The personal data of unsuccessful job applicants may be retained for a maximum of two years from the date when the job application is rejected.