Global Wealth Manager Professional
4 days ago
DARMAX GLOBAL seeks an experienced Relationship Manager to join our team in wealth management. The successful candidate will have a proven track record of building and maintaining strong relationships with high-net-worth clients, providing strategic financial advice, and delivering comprehensive solutions tailored to their unique needs.
Key Responsibilities:- Client Relationship Management: Foster deep connections with clients, ensuring exceptional service and satisfaction through proactive communication and timely support.
- Financial Advisory: Offer personalized investment advice, including portfolio monitoring, analysis, and recommendations to optimize performance aligned with client goals.
- Market Research: Conduct thorough market research to identify opportunities, trends, and potential risks within the Chinese market and beyond, informing informed decision-making.
- Cross-Functional Collaboration: Work closely with internal teams to deliver seamless solutions, leveraging expertise from investment analysts, legal advisors, and compliance officers.
- Client Education: Educate clients on financial products, investment strategies, and market developments, empowering them to make informed decisions.
- Education: Bachelor's degree in Finance, Business Administration, or a related field; a Master's degree or relevant certification (e.g., CFA, CFP) is highly desirable.
- Experience: Minimum 5 years of experience in wealth management, private banking, or family office services, with a focus on Chinese clients.
- Technical Skills: Strong understanding of financial markets, investment strategies, and wealth management principles.
- Interpersonal Skills: Excellent communication and interpersonal skills, with fluency in Mandarin and English preferred.
- Problem-Solving: Proven ability to build trust and rapport with high-net-worth individuals and families, leveraging strong analytical and problem-solving skills.
- Competitive Compensation: Competitive salary and performance-based bonuses.
- Comprehensive Benefits: Comprehensive benefits package, including health insurance plans.
- Professional Development: Opportunities for professional development and career advancement.
- Dynamic Work Environment: A dynamic and supportive work environment that fosters growth and collaboration.
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