One of our clients, a well-established and reputable financial institution, is looking for an experienced and talented individual to join their team as a Senior Relationship Manager (VP Grade). They offer a comprehensive range of wealth management products designed to support the business growth of ultra-high-net-worth clients.
What you can get:
- A complete wealth management platform designed to support asset growth
- Competitive and well - rewarded bonus scheme
- Massive Chinese UHNW client profiles
Responsibilities:
The Private Wealth Management Relationship Manager (RM) is responsible for understanding client needs, delivering exceptional service, and providing regular updates on financial market developments and clients' portfolios.
- Acquire and manage relationships with High Net-Worth Clients.
- Offer tailored investment advice based on client needs and risk profiles, aligned with the firm's perspectives on various products and asset classes.
- Perform financial mapping for clients to assess key factors, including risk tolerance, asset allocation, investment horizon, and liquidity requirements.
- Create customized portfolio proposals by allocating client funds across different products, including funds, equities, and other asset classes.
- Actively review and monitor clients' Assets Under Management (AUM) with timely buy/sell/hold recommendations based on clients' preferred allocations.
- Drive AUM growth and revenue generation from relationships.
- Ensure compliance with regulatory requirements set by relevant authorities.
Requirements:
- Preferred 7-10 years of relevant experience.
- Strong client relationship management skills.
- In-depth product knowledge (e.g., funds, equities, margin financing, insurance, structured products).
- Bachelor's degree or higher in a business-related field.
- Excellent communication skills, with a preference for strong Mandarin speaking and writing abilities.
Interested parties please click Apply Now to submit your CV to us. For any enquiries and immediate response, please feel free to send you CV or contact Phoebe Lai at p.lai@gravitasgroup.com or by phone +852 3896 2532/+852 9523 2370