Relationship Manager - Chinese Families

Key Responsibilities

• Build and maintain strong relationships with clients, ensuring a high level of service and client satisfaction.
• Provide strategic financial advice, including investment management, estate planning, and risk management tailored to the unique needs of Chinese families.
• Monitor and analyze investment portfolios, offering insights and recommendations to optimize performance in line with clients' goals.
• Conduct in-depth market research to identify investment opportunities, trends, and potential risks within the Chinese market and beyond.
• Work closely with internal teams, including investment analysts, legal advisors, and compliance officers, to deliver comprehensive solutions to clients.
• Educate clients on financial products, investment strategies, and market developments to empower informed decision-making.
• Develop and maintain a robust network of industry contacts to facilitate business growth and enhance service offerings.

Qualifications

• Bachelors degree in Finance, Business Administration, or a related field; a Masters degree or relevant certification (e.g., CFA, CFP) is a plus.
• Minimum of 5 years of experience in wealth management, private banking, or family office services, with a focus on Chinese clients.
• Strong understanding of financial markets, investment strategies, and wealth management principles.
• Excellent communication and interpersonal skills, with fluency in Mandarin and English preferred.
• Proven ability to build trust and rapport with high-net-worth individuals and families.
• Strong analytical and problem-solving skills with a client-centric approach.

What Can Be Offered

• Competitive salary and performance-based bonuses.
• Comprehensive benefits package, including health insurance plans
• Opportunities for professional development and career advancement.
• A dynamic and supportive work environment.