Senior Relationship Manager
2 weeks ago
- Provide the full suite of wealth management and banking services to high net-worth individual clients
- Strong desire of self-improvement and learn from experiences
- Good communication, interpersonal, analytical and relationship management skills
- Monitor clients' portfolios on a regular basis to identify additional business opportunities and revenue growth potential
- Customize portfolio proposals for clients through allocation of client funds into products across fund, equity and other asset classes.
- Perform investment portfolios analysis, monitor the performance and make necessary recommendation on portfolio asset allocation
- Conducting financial mapping of clients to analyze key parameters including risk profile, asset allocation, investment horizon and liquidity needs.
- Work closely with other departments, to identify cross-selling opportunities and bring all relevant products and services to our clients
- Solid product knowledge (eg, funds, equities, margin financing, insurance, structured product)
- Implement and improve the quantitative analysis processes in the generation of comprehensive investment ideas, trade execution, and advanced strategies for High Net worth & Ultra High Net Worth (UHNW) clients in Asia, including individuals, family offices, etc.
Job Requirements:
- Good skill in client relationship, credit assessment and communication
- Solid understanding of investment products and strategy for UHNW clients
- Self Starter/Entrepreneurial for business developments
- Excellent interpersonal skills
- Effective communication skills in Chinese, English and Mandarin (depending on the market coverage)
- Strong sales orientation and ability to work under pressure
- Strong desire of self-improvement and learn from experiences
- High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
- Passes in the HKSI licensing examinations
- Minimum 5+ years experience, with good knowledge of investment products
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