Executive Relationship Manager
4 weeks ago
Fargo Wealth Group Limited is seeking a highly skilled and experienced Executive Relationship Manager to join our team in the Asia market.
About the Role:
As an Executive Relationship Manager, you will be responsible for developing and managing strong relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients across the Asia market. This includes acting as the primary point of contact, offering personalized financial and investment advice, conducting regular portfolio reviews and meetings to ensure alignment with clients' financial objectives, and identifying and acquiring new HNW and UHNW clients in the Asia market.
Key Responsibilities:
- Client Relationship Management: Develop, manage, and nurture strong relationships with HNW and UHNW clients across the Asia market. Act as the primary point of contact, offering personalized financial and investment advice. Conduct regular portfolio reviews and meetings to ensure alignment with clients' financial objectives.
- Business Development: Identify and acquire new HNW and UHNW clients in the Asia market. Utilize your network and industry insights to expand the bank's client base. Work with internal teams to create and implement strategies for client acquisition and retention.
- Investment Advisory: Provide comprehensive financial planning and investment advice, considering clients' risk profiles, goals, and market conditions. Offer a wide range of private banking services, including wealth management, estate planning, and tax optimization. Stay updated on global and regional market trends, economic conditions, and financial products relevant to the Asia market.
- Compliance and Risk Management: Ensure all client interactions and transactions comply with regulatory requirements and the bank's internal policies. Monitor and manage the risk profile of clients' portfolios, adhering to risk management guidelines. Maintain confidentiality and integrity of client information.
- Collaboration: Work closely with product specialists, legal, compliance, and operations teams to deliver a seamless client experience. Participate in team meetings, sharing insights and best practices relevant to the Asia market.
Requirements:
- Education: Bachelor's degree in Finance, Economics, Business, or a related field. A master's degree or CFA certification is a plus.
- Experience: Minimum of 5-7 years of experience in private banking, wealth management, or a related field with a focus on the Asia market.
- Skills and Qualifications: Strong understanding of the financial services industry, investment products, and market dynamics in Asia. Proven track record in client acquisition and relationship management within the HNW and UHNW segments. Fluency in English and at least one Asian language (e.g., Mandarin, Cantonese, Bahasa, etc.) is highly preferred. Excellent communication, interpersonal, and negotiation skills. Strong ethical standards and commitment to client confidentiality.
Compensation and Benefits:
We offer a competitive salary of $120,000 - $180,000 per annum, depending on experience, plus benefits package including health insurance, retirement plan, and professional development opportunities.
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