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Relationship Manager
2 weeks ago
Responsibilities:
- Develop customer relationships and explore business opportunities within the high net worth segment.
- Ensure superior service and provide regular updates to the client on financial markets developments and on clients' portfolios.
- Understand customers' wealth management needs and formulate appropriate solutions based on the customers' circumstances and risk appetite.
- Drive process improvement and manage customer service related projects & UAT.
- Customize portfolio proposals for clients through allocation of client funds into products across fund, equity, and other asset classes.
- Conduct monitoring and training for internal staff.
Qualifications:
- Degree holder in BBA or related disciplines.
- 6-8 years related working experience gained from sizable financial institutions.
- Strong product knowledge on funds, equities, margin financing, insurance, and structured products.
- Excellent communication and interpersonal skills, with the ability to engage and influence stakeholders at all levels.
- Fluent in Chinese and English to effectively communicate with local and international clients.
Name:
Please include your first and last name.
Email: @
Phone:
Please include your country code.
CV / Resume:
Yes, I am currently eligible to work (work permit/visa/citizenship) in the country to which I am applying. No, I am not currently eligible to work (work permit/visa/citizenship) in the country to which I am applying.
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