Relationship Manager (Private Wealth Management)
Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios Active acquisition of new clients and manage all aspects of client relationship including but not limited to HNW clients, corporate/institutional clients and maintain long-term relationships Provide comprehensive add-value financial service
Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios Active acquisition of new clients and manage all aspects of client relationship including but not limited to HNW clients, corporate/institutional clients and maintain long-term relationships Provide comprehensive add-value financial service using resources and expertise of the Company platforms, products, services and networks Conducting financial mapping of clients to analyze key parameters including risk profile, asset allocation, investment horizon and liquidity needs.
Work together with internal asset management team to develop discretionary account business, cross-border business and new product research & development Help Alternative Investment business line to provide various financial solutions to portfolio companies and help to distribute PE/Credit funds Actively review and monitoring of client's AUM through timely buy/sell/hold calls triggered by clients' preferred allocation.Responsible for targeting towards the AUM growth & revenue generation from the relationships with CMBI Wealth Management. Responsible for complying with regulatory compliance as set out by relevant authorities. Qualifications & Requirements: 6+ years professional experience (both in asset management and wealth management preferred) Proven track record on investment sales/ fund distribution Strong presentation and communication skills, detail-oriented and results-focused Strong understanding of PE asset and other products Fluency in Mandarin as incumbent would need to liaise with Chinese clients and colleagues based in HK and China Willing to travel to Hong Kong and Mainland China frequently