Client Relationship Associate (Elite District Program)

Deliver excellence in high-net-worth client care. We are seeking a professional Client Relationship Associate to join our elite financial district branch. This role focuses on translating sophisticated wealth data into personalized advisory, maximizing client satisfaction, and executing brand relationship strategies.

Key Responsibilities:

• Maintain, strengthen, and grow long-term relationships with existing corporate and individual accounts.
• Conduct regular financial health reviews and structural gap-analysis for clients' wealth portfolios.
• Assist Senior Managers in preparing wealth accumulation, tax mitigation, and medical security proposals.
• Help organize elite client events, wealth webinars, and private networking seminars.

Requirements:

• University graduate or above with excellent communication and interpersonal skills.
• Customer-centric, professional corporate etiquette, and detail-oriented.
• Fluent in Mandarin and Cantonese.
• Open to obtaining Hong Kong IIQE 1 & 3 licenses to legally assist in portfolio adjustments (Full exam guidance and materials will be sponsored by the team).