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External Asset Management - Relationship Manager

Hong Kong, Hong Kong
Closing date
Dec 5, 2023

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time

Your 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

  • 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'll need to succeed

  • 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

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to, or call Cherry Ho at +852 2230 7493 for a confidential discussion now.

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