Relationship Manager, Wealth Management

Key responsibilities

• Develop and maintain long-term relationships with high-net-worth (HNW) customers to drive AUM growth and achieve business targets.

• Provide tailored investment and wealth management solutions to HNW customers, with wide range of wealth management products based on the customers' circumstances and risk appetite.

• Collaborate with Product team to deliver comprehensive financial advisory services, including asset allocation, investment planning, and risk management.

• Conduct ongoing KYC (Know Your Customer) and customer due diligence (CDD) to ensure compliance with regulatory and internal control requirements.

• Work closely with assistant relationship managers to enhance client service and operational efficiency.

• Perform tasks in accordance with regulatory and compliance requirements

Requirements:

• Bachelor’s Degree in Finance/ Accounting/ Commerce/ Business or a related discipline.

• 5 years or above of working experience, preferably from Wealth Management

• Licensed under SFC Type 1 & 4 regulated activities and IA technical representative license is required.

• Proactive, highly ambitious, and dedication to providing exceptional client service.

• Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships.

• Fluent in both spoken and written English and Chinese; proficiency in Mandarin is an advantage.