Strategic Relationship Manager, Family Office

4 days ago


Hong Kong Island, Hong Kong SAR China Global Executive Consultants Ltd. Full time
Job Description
As a Strategic Relationship Manager at Global Executive Consultants Ltd., you will be responsible for sourcing, onboarding, and managing relationships with clients such as family offices, UHNWs, corporate investors, and other investor types.

Key Responsibilities:
  • To establish strong relationships with clients and understand their financial needs.
  • Liaise and collaborate with the Business Development team & Product team to provide tailored solutions to clients.
  • Prepare and execute clients' proposals and complete the KYC process.
  • To serve as a bridge between clients and the firm's investment team and resources, keeping clients updated on relevant investment services and products available.
  • Closely monitor the performance of client accounts and ensure timely and effective communication with clients.
  • Maintain and deepen the relationship with clients.

Requirements
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. Solid interpersonal and communication skills. Able to effectively communicate with the investment and operations teams to deliver valuable information and services to the client base.

About Us
Global Executive Consultants Ltd. is a leading provider of executive consulting services to the financial industry.

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