assistant relationship manager (japanese speakers).

this is a full-time on-site role for an Assistant Relationship Manager, Japanese Speaker, based in Hong Kong SAR. The role involves supporting senior relationship managers in managing client portfolios, addressing client inquiries, and coordinating with internal teams to ensure seamless service delivery. Responsibilities also include preparing financial reports, assisting in developing personalized investment strategies, and maintaining client documentation. Proactive communication with clients and internal stakeholders is an essential part of the role.

the ideal candidate has relevant experience in sales support or trade execution, strong capital markets knowledge, familiarity with front-to-back trade flow, and fluency in English and Cantonese (Putonghua is a plus). SFC Type 1, 4 and 9 licenses are preferred. With a strong work attitude and learning mindset as the long-term to build up a career path.

• Assist relationship managers in implementing client services, onboarding new clients and compiling new account opening documents
• Support relationship managers for building and maintaining relationships with clients
• Provide client support and handle clients’ requests and trading instructions
• Handle pre-trade client suitability assessments and post-trade documentations
• Assist relationship managers in providing investment market updates and presentation materials for prospective investors and existing clients
• Obtain prices quotation from multiple platforms
• Execute trades on multiple asset classes
• Assist relationship managers to conduct ongoing portfolio monitoring
• Assist relationship managers to address any legal, compliance and risk issues
• Provide general secretarial and administration support, maintain and update client transaction records and reports
• Support on middle office
• Support various teams to handle ad-hoc tasks and projects
• At least 8 years of relevant working experience in sales support, trade execution and investment research
• Fluency in written and spoken English, Japanese and Cantonese. Fluency in Putonghua is an advantage
• Sound capital market, investment and products knowledge
• Familiar with trade flow from front to back office
• Proactive learning with team work, can-do attitudes
• Proven organization skills with strong attention to details
• Excellent communication and interpersonal skills
• Proficient in Microsoft Office (Excel and Word)
• SFC Type 1, 4 and 9 licenses or HKMA licenses (Prefer)
• Other types of SFC licenses are an advantage