Relationship Manager (Private Wealth)

Responsibilities:

Develop and maintain long-term, trusted relationships with your portfolio of high-net-worth private clients
Proactively identify, target, and onboard new HNW/UHNW clients to expand the firm's Assets Under Management (AUM).
Develop and execute a robust business development strategy for the Greater China market.
Understand clients' unique financial goals, risk profiles and investment preferences to recommend appropriate products and services
Manage client portfolios and monitor performance to ensure alignment with their investment objectives
Perform ad hoc assignments as required.

Requirements:

A degree in Business Administration, Accounting, Economics, Finance, or a related discipline is preferred.
5-8 years of Relationship Manager experience within private banking, wealth management, or asset management.
Provide proof of fundraising and AUM growth from the last 3 years.
Proficiency in MS Word, Excel, and PowerPoint.
Fluency in English, Cantonese, and Mandarin.
Outstanding communication and client engagement abilities.
Can work in high demanding environment
Immediate availability or a short notice period is highly preferred.

To apply:

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