Job Description
BDO HK offers enhanced wealth management services to high net worth and ultra high net worth individuals in investment management, familyoffice and asset structuring that promotes succession planning, generational wealth transfer strategies and its execution for philanthropic & estate planning goals.
Senior Relationship Managers or Relationship Managers (SRM/RM) for Private Bank (Wealth Management) are high-level professionals who manage an affluent customer’s wealth holistically. They will be directly responsible for interfacing and engaging with clients on a day-to-day basis and they are supported by an Associate Relationship Manager (ARM) who 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.
The ideal candidate will bring their financial expertise and establ...