Key Responsibilities

1. Assist Relationship Manager to manage key partner relationships to achieve business targets；
2. Explore new business opportunities in order to company strategy；
3. Building tight relationship with high-net-worth clients to complete team AUM and revenue target；
4. Work closely with IA and product team and provide investment portfolio analysis and advices to the clients according to their needs, desires and risk profile；
5. Support marketing team to build high-net-worth activities based on the team resources；
6. Responsible for serving high-net-worth clients, including account opening, maintenance, and related tasks. Manage credit quality and monitor margin levels.
7. Work on ad hoc projects and tasks assigned by management.

Requirements

1. Bachelor's degree or above, preferably in Finance, Economics, or a related field;
2. Excellent command of spoken and written English, Mandarin and Cantonese ;
3. High level of customer-centric mindset to deliver exceptional quality services for customers;
4. Familiarity with PWM business processes and relevant regulations, with a strong sense of risk awareness and compliance.
5. Fluent in Chinese and English, with solid reading, writing and cross-cultural collaboration skills.

*Open to candidates graduating between January 2026 and August 2027.