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Assistant Relationship Manager - Wealth Management Department - Job Opportunity at CMB International Capital Corporation Limited

Hong Kong, HK
Full-time
Mid-level
Posted: May 9, 2025
On-site
HKD 300,000 - 500,000 per year based on Hong Kong financial sector compensation trends and role requirements

Benefits

Competitive remuneration package aligned with high-end financial services industry standards
Comprehensive fringe benefits typical of international financial institutions

Key Responsibilities

Strategic client relationship support and primary point of contact for select client portfolio
End-to-end trade execution and account management with compliance oversight
Administrative coordination and service delivery optimization
Regulatory compliance and risk management enforcement

Requirements

Education

Bachelor's Degree in Business Administration or related field (Master's preferred)

Experience

1-3 years

Required Skills

Strong analytical skills Prioritization abilities Communication skills Problem solving skills Previous wealth management experience
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Sauge AI Market Intelligence

Industry Trends

The wealth management sector in Hong Kong is experiencing rapid growth due to increasing affluent mainland Chinese clients, creating high demand for relationship management professionals. Digital transformation in wealth management is requiring RMs and their assistants to become more tech-savvy, particularly in digital client communication and portfolio management tools. Regulatory complexity in the Greater China region is increasing, making compliance expertise increasingly valuable for relationship management roles.

Role Significance

Typically part of a 3-5 person team supporting senior RMs, with direct reporting line to senior RM and functional reporting to compliance
Mid-level position with significant client-facing responsibilities and potential for growth into full RM role

Key Projects

Client portfolio transitions and account restructuring Compliance framework implementation and monitoring Digital service delivery enhancement initiatives High-net-worth client onboarding programs

Success Factors

Deep understanding of Greater China wealth management landscape and client expectations Strong compliance awareness and risk management mindset Excellent interpersonal skills with ability to handle high-net-worth clients Ability to balance administrative efficiency with regulatory requirements

Market Demand

High demand with strong growth trajectory due to expansion of wealth management services in the Greater China region and increasing sophistication of client needs

Important Skills

Critical Skills

Compliance knowledge and risk awareness are fundamental due to regulatory environment Client relationship management skills essential for high-net-worth portfolio Technical understanding of wealth management products and services

Beneficial Skills

Mandarin language skills highly valuable for mainland client interaction Digital platform proficiency for evolving service delivery Cross-border wealth management regulations understanding

Unique Aspects

Direct exposure to high-net-worth mainland Chinese clients
Bridge role between international financial markets and mainland Chinese wealth
Strong career development potential within growing organization

Career Growth

2-3 years in current role before progression to full RM position, depending on performance and market conditions

Potential Next Roles

Senior Relationship Manager Team Lead - Wealth Management Compliance Specialist Private Banking Relationship Manager

Company Overview

CMB International Capital Corporation Limited

CMB International Capital Corporation Limited is the overseas investment banking arm of China Merchants Bank, offering comprehensive financial services to institutional and corporate clients

Strong market position in Greater China region with significant growth potential due to mainland China connection
Strategic importance in Hong Kong as gateway for international wealth management services
Professional international banking environment with strong emphasis on compliance and client service excellence
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