Family Office Account Manager

4 days ago


Hong Kong Island, Hong Kong SAR China Global Executive Consultants Ltd. Full time
About This Role
We are seeking an experienced Private Banking Relationship Executive to join our team at Global Executive Consultants Ltd. As a key member of our business development team, you will be responsible for identifying and pursuing new business opportunities with high net worth individuals, family offices, and corporate investors.

Responsibilities:
  • Develop and maintain relationships with clients to identify potential business opportunities.
  • Collaborate with the Business Development team and Product team to create customized solutions for clients.
  • Prepare and present proposals to clients and manage the sales process from start to finish.
  • To serve as a liaison between clients and the firm's investment team and resources, providing ongoing support and guidance.
  • Monitor client accounts and ensure timely and effective communication.

Qualifications
A Bachelor Degree or above. Minimum 5 to 8 years of relevant work experience in private banking, asset management, multi-family offices, family trust, or other related businesses. Strong communication and interpersonal skills. Proficient in both spoken and written English and Chinese.

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