Darmax Global | VP, Investor Relations/ Relationship Manager – Wealth Management Platform
2 days ago
Our client is a reputable wealth management platform with a dynamic and collaborative culture.
Key Responsibilities:
- Serve as the main point of contact for all managed clients, ensuring their needs are met promptly and effectively.
- Foster and sustain robust relationships with family offices and ultra-high-net-worth (UHNW) clients.
- Gain a deep understanding of clients’ investment and related wealth management requirements to offer suitable solutions along with expert advice.
- Identify and cultivate new opportunities for asset under management (AUM) growth by promoting the firm’s fund products and services, as well as acquiring new clients through networking, business development, referral partnerships, and onboarding distributors/intermediaries.
- Assist with various client and business development initiatives as required.
Minimum Qualifications:
- 8+ years of experience as a Relationship Manager for ultra-high-net-worth individuals, corporations, or family offices within private banks, multi-family offices, external asset managers, or wealth management firms.
- Solid sales experience, particularly in product distribution, with a focus on fundraising for UHNWIs and family offices in the Greater China and Southeast Asia regions.
- Strong communication and interpersonal skills – Must be proficient in both spoken and written English and Chinese.
- In-depth knowledge of financial markets and investment products.
- Capable of multitasking, able to work effectively under pressure, and possess a mature outlook.
Mid-Senior level
Employment typeFull-time
Job functionBusiness Development and Consulting
IndustriesFinancial Services and Investment Management
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