Junior Relationship Manager

About the role

This role is dedicated to delivering comprehensive financial advisory and asset management solutions to our clients. Deeply rooted in fund forecasting and market analysis, you will leverage precise client insights to craft innovative financial and investment strategies.

Key responsibilities

• Fund forecast and analysis
• Analyze client needs and contribute to innovative solutions and concepts
• Provide comprehensive financial and investment advice to clients
• Identify and recommend high profitable segments
• Monitor and review investment portfolios
• Fund transfer
• Assets management
• Maintain and develop trusted, long-term relationships with key client contacts and executives

About you

• Hong Kong citizens and work permit holder
• University graduate in any discipline or higher diploma
• Fresh graduates are welcome
• Self-motivated, independent, with excellent presentation skills and agility to work effectively under pressure
• Fluent in Chinese and English
• Outgoing and willing to work in a team-oriented atmosphere
• Energetic and willing to learn