Associate Relationship Manager

BDO Life

📍 Hong Kong, Hong Kong Island, Hong Kong 💼 Full-time 🕒 Posted June 24, 2026

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Job Description

The Associate Relationship Manager role supports BDO Hong Kong’s Head of Wealth Management with the day-to-day overall activities related to Investment Accounts for the Regulated Activities under the Securities and Futures Act (SFA) and the Financial Advisers Act (FAA) to achieve its overall objectives and targets.

Duties and Responsibilities
Develops and maintains client relationships as well as to attend to overall trade, investment and operational process needs

Perform suitability assessment/s to identify unsuitable or mismatch products and conduct other selling process as regulated by policy and procedures

Keep updates on market trends, risks, investment products and services to fulfill client investment needs
Qualifications
Bachelor’s Degree graduate in Finance, Business administration or related disciplines with at least 3 years' experience in the financial industry

Knowledge of wealth m...
            

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Job Details

Location Hong Kong, Hong Kong Island
Job Type Full-time
Category Business Operations Specialists
Posted Date June 24, 2026
Application Deadline August 03, 2026