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Private Wealth Management - Relationship Manager

Hong Kong, Hong Kong
Closing date
Dec 2, 2023

View more

Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Private Wealth, Wealth Management, Relationship Manager, Hong Kong Market, Private Equity

Your new company

Our client is one of the largest private wealth management in China providing global financial services to HNW clients. They are currently expanding their Hong Kong team and looking for ambitious relationship managers to join their established platform. Relationship Managers from Bancassurance, Banks and other Private Wealth Platforms with existing HNW client base are welcome.

Your new role

  • Provide financial consulting and services to high-net-worth clients and expand client base through referrals and marketing
  • Analyze clients' investment and financial needs and assist them with asset allocation and advice
  • Provide continuous and comprehensive services to customers, such as investment, wealth inheritance, immigration, taxation, legal, education, global property, etc.
  • Perform regular client portfolio review and maintain long-term good relationships with them

What you'll need to succeed

  • Bachelor's Degree in Finance or related discipline with minimum 8 years in relationship management experience with HNW individuals
  • Open to Relationship Managers from Bancassurance, Banks and other Private Wealth Platforms
  • Strong financial and market knowledge of private wealth products
  • Good interpersonal, client services and communication skills

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