Associate Client Advisor
About the role
RAM is an SFC-licensed alternative asset manager with over a decade of investment management in Hong Kong and more than US$6.6 billion in assets under management globally. This role sits within the North Asia client team and supports senior Client Advisors across the full relationship lifecycle.
If you are looking to work on genuinely complex client relationships, this role is worth your attention:
- The client base spans high-net-worth individuals, multi-generational family offices, corporates and professional intermediaries
- You will have direct exposure to those relationships from day one, not after years of back-office preparation.
- RAM's recent expansion into SFC-authorised retail funds means the coverage universe is actively broadening — this is a good time to join.
What you will be doing
Our clients are sophisticated and expect a high standard. You'll work alongside Senior Advisors on live client relationships — preparing materials, managing onboarding and KYC processes, handling follow-through on transactions and regulated communications, and contributing to coverage decisions. Over time, you will carry more of the client relationship directly.
What we are looking for
Four or more years in wealth management, private banking, asset management or investment distribution in Hong Kong or a comparable market. You have dealt with clients who are exacting and experienced, and you know how to manage those relationships professionally without losing ground.
You take documentation seriously, you follow up without being chased, and you know when to escalate. Experience with client onboarding, KYC/AML and SFC-regulated client communications is an advantage.
Fluency in English, Cantonese and Mandarin is required. SFC licensing, or eligibility and willingness to sit relevant examinations, is required.
A degree in finance, economics or business is preferred; track record and relevant experience will carry more weight.