Relationship Manager Assistant

刊登日期: 16 Sep 2026

Ref.: JM20260917011516029

Infinity Asset Management Limited

Relationship Manager Assistant

Job Descriptions:

• Assist relationship managers / portfolio managers to handle account opening matters in custodian banks and handle client enquiries
• Conduct KYC and Source of Wealth to meet regulatory requirements
• Execute investment orders and monitor the trade status
• Update and maintain client profiles
• Assist relationship managers / portfolio managers to prepare marketing materials and client review reports

Qualifications:

• Min 3 years of financial working experience, with at least 1 years’ experience in private banking/investment banking/family office/asset management/premium banking
• Strong client network and good interpersonal communication skills
• Basic knowledge of cross-asset classes investment instruments
• Excellent command of spoken English and Mandarin and written English and Chinese
• Eligible to be SFC license Type 4 and 9 representatives preferred
• Graduates from top universities, as well as candidates holding a master’s or doctoral degree, are also encouraged to apply.

We offer attractive remuneration package to successful candidates. Please either send your CV with expected and current salary to [email protected] or apply directly to this job post.

相關工作經驗:

所有工作經驗:

3 year(s) - 3 year(s)

學歷:

工作類別:

工作種類:

全職

工作地點:

薪酬:

18000 - 24000