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Relationship Manager

2 weeks ago

Hong Kong, Hong Kong SAR China DARMAX GLOBAL Full time

Key Responsibilities

  • Build and maintain strong relationships with clients, ensuring a high level of service and client satisfaction.
  • Provide strategic financial advice, including investment management, estate planning, and risk management tailored to the unique needs of Chinese families.
  • Monitor and analyze investment portfolios, offering insights and recommendations to optimize performance in line with clients' goals.
  • Conduct in-depth market research to identify investment opportunities, trends, and potential risks within the Chinese market and beyond.
  • Work closely with internal teams, including investment analysts, legal advisors, and compliance officers, to deliver comprehensive solutions to clients.
  • Educate clients on financial products, investment strategies, and market developments to empower informed decision-making.
  • Develop and maintain a robust network of industry contacts to facilitate business growth and enhance service offerings.

 

 

Qualifications

  • Bachelor’s degree in Finance, Business Administration, or a related field; a Master’s degree or relevant certification (e.g., CFA, CFP) is a plus.
  • Minimum of 5 years of experience in wealth management, private banking, or family office services, with a focus on Chinese clients.
  • Strong understanding of financial markets, investment strategies, and wealth management principles.
  • Excellent communication and interpersonal skills, with fluency in Mandarin and English preferred.
  • Proven ability to build trust and rapport with high-net-worth individuals and families.
  • Strong analytical and problem-solving skills with a client-centric approach.

 

What Can Be Offered

  • Competitive salary and performance-based bonuses.
  • Comprehensive benefits package, including health insurance plans
  • Opportunities for professional development and career advancement.
  • A dynamic and supportive work environment.