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Relationship Managers

Bo Le Leaders Ltd
Hong Kong, Hong Kong
Very Competitive
Closing date
Mar 28, 2024

View more

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

- Focus on HNW individuals and families, as well as institutions

- Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and contacts

- Build portfolio of clients using resources and expertise of employer's platforms, products, services, and networks

- Actively involved in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships

- Update clients regularly on markets, portfolio performance, investments opportunities and risks

- Oversee private client relationships by providing strategic advice based on each client's wealth objectives. Provide access to specialists and manage clients' investment portfolios

- Responsible for working with other team members on client sponsorship / Know Your Client

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