High Net Worth Client Relationship Professional
5 days ago
">We are seeking a highly skilled Relationship Manager to join our team, focusing on building strong relationships with High-Net-Worth (HNW) individuals and corporate clients in the Greater China region. The successful candidate will be responsible for identifying and establishing relationships with potential clients, delivering tailored investment solutions that meet their unique financial objectives.
Key areas of responsibility include:
- Client Acquisition and Relationship Management: Identifying and establishing relationship with potential clients in the Greater China market, building and maintaining robust relationships with both new and existing clients.
- Assessing clients' investment objectives, risk tolerance, and financial needs, providing regular market updates, investment advice, and portfolio reviews to clients.
- Proactively addressing and resolving client inquiries and concerns in a timely and professional manner.
">Requirements and Qualifications
">To be considered for this role, you will have:
- Bachelor's Degree qualification with a minimum of 3 years in wealth advisory experience.
- A proven track record of consistent sales performance, preferably in banking or wealth management related industries.
- Strong knowledge and proficiency in sophisticated investment products, portfolio management, and financial planning concepts.
- Excellent communication, interpersonal, and presentation abilities.
- Proficiency in both English and Chinese.
- Possession of relevant CMFAS certification.
What We Offer
">As a member of our team, you will have the opportunity to advance your career in the financial services sector while contributing to business growth. You will work in a dynamic and results-oriented environment, where your skills and expertise will be valued and recognized.
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