Relationship Manager: Wealth Management

Required knowledge:

• Report and communicate with clients, with a view to improve to quality and consistency
• Lead/support the development of new products by preparing concepts and business cases
• Good knowledge of the investment management industry
• A track record with investor relationships, capital raising, marketing and product development
• SFC Type 1,4 and 9 license

Responsibilities:

• Excellent interpersonal skills, strong presentation and negotiation skills
• Create marketing strategies serving our Ultra-high-net-worth clients
• Take care of the client's investment and wealth planning needs by working together with the Head of Wealth Management
• Cross-sell other products including insurance, real estate and other high-end instruments