High Net Worth Relationship Expert
21 hours ago
HNW Relationship Manager
- Develop and manage High Net Worth Individual relationships in Hong Kong, Singapore, and Greater China.
- Deliver tailored wealth solutions through personal networks, events, and channel partnerships.
- Drive client retention, engagement, and AUM growth via lifecycle management.
- Provide expert advice on private funds, bonds, structured notes, and customized portfolios.
- Collaborate with investment advisors, product specialists, and analysts to deliver market insights and portfolio recommendations.
- Navigate internal processes efficiently.
- Partner with middle/back-office, legal, and operations teams to optimize client experience.
Requirements
- 5+ years of experience as an RM or in HNW sales across private banking, wealth management, securities, or family offices.
- Strong understanding of HNWI asset allocation and investment solutions.
- Proven ability to source and serve HNW clients with a strong track record in business development.
- Excellent communication, client service, and long-term relationship-building skills.
- A self-starter mindset who thrives in a fast-paced, entrepreneurial environment.
About the Role
The ideal candidate will have a proven track record of delivering high-quality services to HNW clients. They will be able to navigate complex financial products and provide expert advice to drive client growth.
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