Relationship Manager, EAM
3 weeks ago
- Lead, develop and implement the wealth management business strategies for the firm
- Manage client relationships and provide them high-quality bespoke investment advisory and solutions
- Identify and acquire prospects, and devise marketing strategies to expand AUM and revenue growth
- Conduct portfolio reviews with clients and communicate market views periodically
- Manage multi-asset discretionary portfolios and asset allocation to clients according to their expected returns and risk appetite
- Liaise with external business partners to provide different service and wealth management solutions to clients
- Work with the senior management to ensure the compliance of regulatory requirements
- Lead, develop and implement the wealth management business strategies for the firm
- Manage client relationships and provide them high-quality bespoke investment advisory and solutions
- Identify and acquire prospects, and devise marketing strategies to expand AUM and revenue growth
- Conduct portfolio reviews with clients and communicate market views periodically
- Manage multi-asset discretionary portfolios and asset allocation to clients according to their expected returns and risk appetite
- Liaise with external business partners to provide different service and wealth management solutions to clients
- Work with the senior management to ensure the compliance of regulatory requirements
Interested parties please send your resume to Loretta Chan at loretta@amethystasiapartners.com
Regrettably only shortlisted candidates will be contacted
EA License Number: 20C0180| Registration no: R1876188 |
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