Wealth Management Professional
2 days ago
Fargo Wealth Group is hiring a Relationship Manager to oversee the management and expansion of a portfolio of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) across the Asia market.
The ideal candidate will possess a deep understanding of the diverse markets across Asia, cultural nuances, and a robust network within the region.
Main Responsibilities:
- Client Portfolio Management:
- Develop and execute tailored wealth management strategies for HNW and UHNW clients.
- Regularly review and discuss clients' portfolios to ensure alignment with their financial objectives.
- Business Growth:
- Identify and pursue new business opportunities in the Asia market.
- Utilize your network and industry expertise to expand the bank's client base.
- Regulatory Compliance:
- E nsure adherence to regulatory requirements and the bank's internal policies when interacting with clients.
Essential Qualifications:
Bachelor's degree in Finance, Economics, Business, or a related field.
Minimum of 5-7 years of experience in private banking, wealth management, or a related field with a focus on the Asia market.
Strong understanding of the financial services industry, investment products, and market dynamics in Asia.
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