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Private Wealth Management Relationship Manager
1 month ago
The Private Wealth Management Relationship Manager plays a crucial role in understanding client requirements, ensuring superior service, and providing regular updates on financial market developments and clients' portfolios.
Key Responsibilities:
- Acquire and manage high net worth clients, fostering strong relationships and delivering exceptional service.
- Provide tailored investment advice to clients, aligning with market insights and their individual risk profiles.
- Conduct thorough financial analysis to identify key parameters, including risk profile, asset allocation, investment horizon, and liquidity needs.
- Develop customized portfolio proposals, allocating clients' funds across various products, including funds, equities, and other asset classes.
- Actively review and monitor clients' Assets Under Management (AUM), providing timely buy/sell/hold recommendations based on their preferred allocations.
- Drive AUM growth and revenue generation from client relationships, ensuring compliance with regulatory requirements.
To succeed in this role, candidates should possess:
- 7-10 years of experience in client relationship management, preferably in a private wealth management setting.
- Strong product knowledge in areas such as funds, equities, margin financing, insurance, and structured products.
- Bachelor's degree or above in a business-related field, with excellent communication skills and a preference for strong Mandarin speaking and writing abilities.
