Senior Relationship Manager
6 days ago
**Relationship Manager
We are a newly setup Multi Family Office, whereby we believe employees are our greatest assets. We strive to provide a workplace that embraces a diverse yet inclusive corporate culture and encourages personal development so as to nurture the potential of employees, hence creating true values and provide better support for our clients.
We adhere to the professional attitude of family wealth management and relies on the team's more than 20 years of investment experience in the global market, to help clients maintain an appropriate balance among different investment timeframes, geographical markets and asset classes, so as to achieve the preservation and growth of family assets.
Our motto is be Client Orientated. We aim to generate lasting absolute benefits for clients and to become clients’ most trusted and reliable long-term partners.
As such, we are looking for a dynamic relationship manager who can deliver exceptional client experience, have a strong track record in client advisory and sales, yet a proven risk manager, who is eager to contribute and grow with the firm.
**Job Responsibilities:
We are looking for a Senior Relationship Manager for HNW/UHNW Private Banking Clients to:
- Develop business plans, define market strategies and acquire/manage clients to drive sustainable profitable growth
- Identify business opportunities and provide market insights and trusted advice to clients
- Have a strategic view of clients’ investments and closely monitor their portfolio quality
- Understand clients’ background and drive the KYC due diligence as a first line of defence, so as to comply with all regulations, policies and standards in line with the internal requirements
**Job Requirements**:
- Proven track record in relationship management, asset acquisition/growth and revenue generation, with ideally 8 or more years of relevant experience
- Extensive market connections and thorough understanding of the financial market landscape and the regulatory framework of the Asian market
- Strong product knowledge in wealth management and able to effectively advise clients on investment portfolio
- Strong client service and entrepreneurial mind-set, with the ability to quickly identify and adapt to clients’ changing needs and the changing market conditions
- Good interpersonal skills and resilient team player
- Relevant tertiary education and financial certifications
**What We Offer**:
- Access to research and trade ideas, as well as competitive pricing from various private banks and global markets platforms
- Attractive monthly and quarterly profit sharing on custodian bank financial instruments
- Competitive package and the flexibility to balance work and life
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