Asset Management Limited H

Relationship Manager (BB-E9CD7)

Found in: Neuvoo Premium HK


Job Responsibilities: 

  • ​Acquire new buinesses and maintain client relationships through delivering surperior customer experiences;
  • Execute business transactions as per company request and compile to the compliance standard;
  • Handle inquiries like product enquiries, financial transactions and operations and offer professional advices;
  • Implement agreed business plan to achieve pre-set sales/revenue targets;
  • Ensure compliance to internal and regulatory requirements on operations, credit standards and so on;
  • Provide ongoing risk monitoring including Global Standards, sanctions, Anti Money Laundering alerts and act as an escalation point for risk issue response;
  • Engage in networking activities within our group to enhance the customer referral effectiveness and in line with compliance.


  • Bachelor holder in Accounting / Finance or related disciplines
  • Minimum 5-7 years’ related experience in client service, operations or sales support within financial institutions
  • Excellent knowledge of investments, banking products, operational procedures and systems
  • Excellent knowledge in credit, sales and marketing is preferable
  • Analytical, meticulous, sensitive to details and odds
  • Excellent communication and customer service skills
  • Strong analytical skills, multi-tasking and time management
  • Completion of HKSI Paper 1, 7 & 8 certification; CFA or equivalent is a plus
  • Proficiency in Microsoft Excel in preparing financial analysis and reports
  • Excellent command of spoken and written English and Mandarin/Cantonese Chinese

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