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Associate Relationship Manager

Company

BDO Life

Location

Hong Kong, Hong Kong

Type

Full-time

BDO HK offers enhanced wealth management services to high net worth and ultra-high net worth individuals in investment management, family office and asset structuring that promotes succession planning, generational wealth transfer strategies and its execution for philanthropic &

estate planning goals.

The Associate Relationship Manager (ARM) is responsible as the primary service contact for the Wealth client. Key activities include sales, customer service, and administration. The Associate RM may be assigned to 2-3 RMs for support depending on one’s rank, tenure, and experience.

Other responsibilities:

  • Tasked to engage with them on deepening relationships as well as assist the RM/SRMs in administrative areas covering the latter’s efforts in customer on-boarding, account servicing, transaction processing, report generation, and sales/account information management.

  • Expected to deliver in a timely manner and in alignment with presc...
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