Position Description
We are looking for a dynamic, results-oriented Relationship Manager to join our dedicated team serving the Greater China region. In this pivotal role, you will be responsible for building and maintaining relationships with High-Net-Worth (HNW) individuals and corporate clients, delivering tailored investment solutions that meet their unique financial objectives. This is an exceptional opportunity for an experienced professional to advance their career in the financial services sector while contributing to business growth.
Key Areas of Responsibilities
Client Acquisition and Relationship Management
Identify and establish relationship with potential clients in the Greater China market
Build and maintain robust relationships with both new and existing clients
Assess clients' investment objectives, risk tolerance, and financial needs
Provide regular market updates, investment advice, and portfolio reviews to clients
Proactively address and resolve client inquiries and concerns in a timely and professional manner
Business Development and Revenue Generation
Consistently meet and exceed revenue targets
Identify cross-selling opportunities across various financial products and services
Engage actively in marketing initiatives and client events to enhance brand awareness and deepen client relationships
Compliance and Risk Management
Maintain meticulous documentation and record-keeping practices
Ensure compliances with all regulatory standards and adherence to internal policies
Manage client portfolios in-line with established risk parameters and investment guidelines
Requirements
Bachelor’s Degree qualification with a minimum of 3 years in wealth advisory experience
Proven track record of consistent sales performance, preferably in banking or wealth management related industries
Strong knowledge and proficiency in sophisticated investment products, portfolio management and financial planning concepts
Excellent communication, interpersonal, and presentation abilities
Proficiency in both English and Chinese
Possession of relevant CMFAS certification
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