Our client is seeking an experienced Senior Relationship Manager to drive business growth and manage relationships with high-net-worth individuals (HNWIs) within the External Asset Management (EAM) space.
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 5 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]