Wealth Advisor, Ultra-High Net Worth Clients
3 days ago
**Client Relationship Manager**
The successful candidate will be responsible for identifying, originating, and developing client relationships within the high net worth segment. They will understand clients' wealth management needs, formulate solutions based on their circumstances and risk appetite, and provide timely banking services.
Key Skills:
- Origination and development of client relationships
- Understanding and addressing client needs
- Provision of banking services and transaction execution
- Portfolio monitoring and updates
- Regular account reviews and strategy adjustments
- Business partnership establishment and maintenance
- Regulatory adherence
A degree holder with a minimum of 4 years of experience in banking or investment, excellent selling, relationship-building, and interpersonal skills, strong self-initiative, and proficiency in English and Chinese languages is essential for this role.
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