Senior Relationship Manager for Family Offices

2 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Global Executive Consultants Ltd. Full time

Global Executive Consultants Ltd. is seeking a highly skilled Senior Relationship Manager to join our team.

About the Role

We are looking for a seasoned professional with a proven track record in sourcing, on-boarding, and managing relationships with clients such as family offices, UHNWs, corporate investors, and other investor types.

Key Responsibilities
  • Liaise and collaborate with our Business Development and Product teams to understand clients' financial needs and provide tailored solutions.
  • Prepare and execute client proposals, complete the KYC process, and serve as the bridge between clients and our investment team and resources.
  • Closely monitor client account performance and ensure timely and effective communication with clients.
  • Maintain and deepen relationships with clients to drive long-term growth.
Requirements
  • Bachelor's Degree or above in a relevant field.
  • Minimum 5 to 8 years of relevant work experience in private banking, asset management, multi-family offices, family trust, or other related businesses.
  • Solid interpersonal and communication skills, with the ability to build trust and long-term relationships.
  • Able to effectively communicate with the investment and operations teams to deliver valuable information and services to our client base.
  • Strong communication and client servicing skills, with proficiency in both spoken and written English.
  • Familiarity with Putonghua and other dialects is an advantage.
What We Offer

We offer a competitive salary range of $120,000 - $180,000 per annum, depending on experience, plus benefits and opportunities for career growth.



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