Relationship Manager (Private Wealth Management)

Responsibilities

• The role of the Private Wealth Management Relationship Manager (RM) is to understand the client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios
• Active acquisition of new clients and manage all aspects of client relationship including but not limited to HNW clients, corporate / institutional clients and maintain long-term relationships
• Provideprehensive add-value financial service using resources and expertise of thepany platforms, products, services and networks
• Conducting financial mapping of clients to analyze key parameters including risk profile, asset allocation, investment horizon and liquidity needs.
• Work together with internal asset management team to develop discretionary account business, cross-border business and new product research & development

Help Alternative Investment business line to provide various financial solutions to portfoliopanies and help to distribute PE / Credit funds

Actively review and monitoring of client's AUM through timely buy / sell / hold calls triggered by clients' preferred allocation.

Qualifications & Requirements :

6+ years professional experience (both in asset management and wealth management preferred)

Proven track record on investment sales / fund distribution

Strong presentation andmunication skills, detail-oriented and results-focused

Strong understanding of PE asset and other products

Fluency in Mandarin, English and Cantonese as incumbent would need to liaise with Chinese clients and colleagues based in HK and China

Willing to travel to Hong Kong and Mainland China frequently