An asset management firm is looking for a Relationship Manager to support the continued growth of its private wealth business in Hong Kong.
The role combines HNWI relationship management, business development and investment advisory, with responsibility for developing client relationships, growing AUM and delivering tailored wealth management solutions across asset classes.
Key Responsibilities
- Develop and build business relationships with HNWI clients to drive AUM growth
- Understand clients’ financial needs and appetite to provide bespoke wealth management solutions to them
- Work with investment team to generate investment ideas across asset classes and asset allocations
- Monitor clients’ portfolios, provide regular market trends and insights
- Contribute to the process and operations enhancement
- Work with senior management to strategize and lead the business growth
Key Requirements
- Minimum 3 years of relationship management, client servicing experience with HNWI clients
- Strong business development, relationship building and commercial acumen
- Proven track record in managing clients’ portfolios
- Strong financial product knowledge across asset classes and market knowledge
- Motivated, resilient, goal-oriented
- Excellent communication and presentation skills
Interested parties please send your resume to Loretta Chan, R1876188 at [email protected].
Regrettably, only shortlisted candidates will be contacted.
EA License Number: 20C0180 | Amethyst Partners | [email protected]