Relationship Manager - Private Banking | 人才服务办公室

职位描述

The Relationship Manager will be responsible for building and maintaining strong relationships with our HNWI and family office clients, understanding their risk profile, financial objectives, liquidity profile, family and business structures and providing highly tailored solutions.

Qualifications

• Strong relationship management and communication skills
• Deep knowledge of investment management
• Experience in client servicing and portfolio management
• Ability to analyze financial data and communicate investment opportunities
• Excellent problem-solving and decision-making skills
• Entrepreneurial mindset
• Fluency in English, Cantonese and Mandarin (written and spoken)
• Relevant certifications (e.g., CFA) is a plus
• Bachelor's degree in finance, economics, or related field
• Minimum 10+ years' experience in a similar role