Job Openings Associate Director, Private Wealth (EAM)

About the job Associate Director, Private Wealth (EAM)

A fast-growing is currently seeking experienced Relationship Managers to join our team and contribute to our business growth in external asset management services. If you possess front-line experience in banking, asset management, or have a strong background in customer service, we invite you to become a part of our team. The company is committed to providing comprehensive training and support to foster your professional development.


  • Foster and cultivate long-term relationships with a high-net-worth portfolio of clients.
  • Manage clients' overall wealth by assessing their financial needs and providing tailored solutions, including but not limited to investments, insurance, and other banking products.
  • Demonstrate genuine curiosity to identify prospective financial needs of clients.
  • Refer potential clients to other appropriate business units when necessary.
  • Achieve individual sales targets.
  • Adhere to local and global compliance standards, fulfilling audit requirements and maintaining quality assurance.
  • Uphold operational integrity and business principles as required.


  • Bachelor's degree holder in economics & finance, business management & any related disciplines
  • HKSI Paper 1, 7 & 8 and IIQE Paper 1, 2 & 3
  • Minimum of 3-5 years of relationship management experience in the banking or asset management industry.
  • Advanced knowledge of financial markets, encompassing both investment and insurance.
  • Strong sales and communication skills.
  • Customer-centric mindset with a commitment to delivering quality service.
  • Demonstrated maturity and independence, with the ability to work under pressure.
  • Proficiency in both verbal and written English and Cantonese; Putonghua is a definite plus.
  • Candidates without banking background or with less experience may be considered for the position of Assistant Director and with rich experience be considered as Director Level
  • Candidates under TTPS (高端人才通行證計劃) or QMAS (香港優秀人才入境計劃) are welcome.


  • Our client provides a rewarding career path in the dynamic field of wealth management to help you develop professional growth and success.
  • Competitive package with quarterly incentives and year-end bonus.
  • Group Medical insurance
  • Annual leave and birthday leave.
  • Additional leave entitlements, including marriage and maternity/paternity leave.

Interested parties please send your resume in word format with current & expected salary and notice period to For details, please feel free to contact Dickson at 5428 7949.