CH, RM, EAMYour new company
We are seeking experienced Relationship Managers to join our EAM client based in Hong Kong who has a Swiss Private Bank background. The ideal candidate will have a proven track record of success in relationship management. Flexible working environment and competitive compensation is offered. Your new role
What you'll need to succeed
- Build and maintain strong relationships with high-net-worth individuals and families, providing personalized financial advice and wealth management solutions.
- Identify and pursue new business opportunities to expand the client base, achieve sales targets, and implement effective strategies for client acquisition.
- Conduct client profiling, assess investment needs, and provide comprehensive investment advice and portfolio management aligned with clients' objectives and risk profiles.
- Ensure compliance with regulatory requirements, maintain client records, and stay informed about changes in regulations and industry best practices.
What you need to do now
- Bachelor's degree in Finance, Economics, Business Administration, or a relevant field.
- Proven experience as a Relationship Manager with a strong knowledge of investment products, wealth management solutions, and financial markets.
- Excellent communication and interpersonal skills, with the ability to effectively engage with high-net-worth clients.
- Sound understanding of compliance and regulatory requirements within the financial services industry
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to email@example.com, or call Cherry Ho at +852 2230 7493 for a confidential discussion now.