Relationship Manager
5 days ago
Role Overview
The Private Wealth Management Relationship Manager (RM) is responsible for developing and managing a portfolio of High Net Worth Individuals (HNWIs). The RM plays a strategic role in acquiring new clients, crafting personalized wealth management solutions, and maintaining long-term client relationships. The role demands a strong understanding of investment products, regulatory requirements, and cross-border wealth management practices.
Key Responsibilities
Client Acquisition & Relationship Development
Proactively identify, source, and acquire new HNWI clients, particularly from Greater China.
Cultivate strong, long-term relationships with clients by understanding their life priorities, business interests, and wealth generation sources.
Develop customized solutions aligned with clients’ financial goals, risk appetite, and wealth preservation strategies.
Advisory & Investment Solutions
Conduct comprehensive financial and investment reviews, recommending appropriate products and services.
Design and deliver tailored investment portfolios and wealth structuring solutions (e.g., fixed income, equities, FX, funds, alternative investments).
Provide financing and liquidity solutions where appropriate, including margin financing or structured lending options.
Client Servicing & Portfolio Management
Offer ongoing post-sales support, addressing clients’ evolving needs and service requests.
Monitor client portfolios, proactively recommend adjustments based on market changes or client circumstances.
Ensure high levels of service quality and responsiveness to build client trust and satisfaction.
Sales Performance & Business Targets
Meet or exceed annual revenue and asset growth targets, in line with the
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