Portfolio Strategist

3 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Elysian Executive Solution Full time
Job Title: Relationship Manager

At Elysian Executive Solution, we are seeking a seasoned Relationship Manager to join our team of financial experts. As a key member of our Private Banking division, you will be responsible for managing and developing high net worth clients' portfolios, providing exceptional client service, and driving revenue growth.

Key Responsibilities:
  • Develop and implement comprehensive asset investment strategies for clients, ensuring alignment with their financial goals and risk tolerance.
  • Manage client relationships, providing proactive and responsive service to meet their evolving needs.
  • Analyze clients' financial situations, identifying opportunities for growth and recommending tailored solutions.
  • Liaise with trading partners to execute clients' investments, ensuring seamless execution and optimal results.
  • Collaborate with internal teams to stay up-to-date on market trends, product offerings, and regulatory requirements.
Requirements:
  • Bachelor's degree in Finance, Business, or a related field, with a strong academic record.
  • Minimum 8-10 years of experience in private banking or wealth management, with a proven track record of success.
  • Established client base with existing transferable assets under management (AUM) is a must.
  • Strong product knowledge, with a focus on asset development, growth, and revenue generation.
  • Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and colleagues.

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