Senior Portfolio Strategist

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China CMB International Capital Corporation Limited Full time

About CMB International Capital Corporation Limited

We are a leading provider of wealth management solutions, dedicated to delivering exceptional service and value to our clients.

Job Description

The Private Wealth Management Relationship Manager plays a critical role in understanding client requirements, ensuring superior service, and providing regular updates on financial market developments and portfolio performance.

The successful candidate will be responsible for:

  • Acquiring and managing high net worth clients, building strong relationships through exceptional customer service and tailored investment advice.
  • Conducting thorough financial analysis to identify key parameters, including risk profile, asset allocation, investment horizon, and liquidity needs.
  • Customizing portfolio proposals by allocating client funds across various products and asset classes.
  • Actively reviewing and monitoring client portfolios, making timely buy/sell/hold recommendations based on client preferences.
  • Driving AUM growth and revenue generation through effective relationship management and strategic business development.
  • Maintaining regulatory compliance with relevant authorities.

Requirements & Qualifications

To succeed in this role, you will need:

  • 7-10 years of experience in client relationship management, preferably in the private wealth management industry.
  • Proven product knowledge, including funds, equities, margin financing, insurance, and structured products.
  • A bachelor's degree or higher in a business-related field.
  • Excellent communication skills, with proficiency in Mandarin speaking and writing highly desirable.


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