全职 Senior Relationship Manager, Wealth Management 工作, 薪水, Amethyst Partners 公司招聘中 - Ricebowl

Our client is a wealth management firm that they provide bespoke investment and financial solutions to HNWI clients. They provide multi-asset investment services including both public and private investments. As the business continues to grow, they are looking for a seasoned relationship manager to join the firm.

Key responsibilities:

• Develop and build business relationships with HNWI clients to drive AUM growth
• Understand clients’ financial needs and appetite to provide bespoke wealth management solutions to them
• Work with investment team to generate investment ideas across asset classes and asset allocations
• Monitor clients’ portfolios, provide regular market trends and insights
• Contribute to the process and operations enhancement
• Work with senior management to strategize and lead the business growth

Key requirements

• Minimum 5 years of relationship management, client servicing experience with HNWI clients
• Strong business development, relationship building and commercial acumen
• Proven track record in managing clients’ portfolios
• Strong financial product knowledge across asset classes and market knowledge
• Motivated, resilient, goal-oriented
• Excellent communication and presentation skills

Interested parties please send your resume to Loretta Chan at *************

Regrettably only shortlisted candidates will be contacted

EA License Number: 16C7899

Registration no: 201525121K