Relationship Manager (Private Wealth)

Responsibilities: Develop and maintain long-term, trusted relationships with your portfolio of high-net-worth private clients Proactively identify, target, and onboard new HNW/UHNW clients to expand the firm's Assets Under Management (AUM). Develop and execute a robust business development strategy for the Greater China market. Understand clients' unique financial goals, risk profiles and investment preferences to recommend appropriate products and services Manage client portfolios and monitor p

Safari Asia Limited - Hong Kong - Full time

Salary: Competitive

Responsibilities:

  • Develop and maintain long-term, trusted relationships with your portfolio of high-net-worth private clients
  • Proactively identify, target, and onboard new HNW/UHNW clients to expand the firm's Assets Under Management (AUM).
  • Develop and execute a robust business development strategy for the Greater China market.
  • Understand clients' unique financial goals, risk profiles and investment preferences to recommend appropriate products and services
  • Manage client portfolios and monitor performance to ensure alignment with their investment objectives
  • Perform ad hoc assignments as required.

Requirements:

  • A degree in Business Administration, Accounting, Economics, Finance, or a related discipline is preferred.
  • 5-8 years of Relationship Manager experience within private banking, wealth management, or asset management.
  • Provide proof of fundraising and AUM growth from the last 3 years.
  • Proficiency in MS Word, Excel, and PowerPoint.
  • Fluency in English, Cantonese, and Mandarin.
  • Outstanding communication and client engagement abilities.
  • Can work in high demanding environment
  • Immediate availability or a short notice period is highly preferred.
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