Junior Relationship Manager, Private Wealth
Core
Assist in prospecting new clients, support senior managers in portfolio management, and provide administrative and compliance support for a select portfolio of clients.
Role type
Junior Relationship Manager (Private Wealth)
Builds
Client relationships and portfolio management services
Domain
Financial services / Private Wealth Management
Deliverable
client delivery
Required skills
prospecting, portfolio management, administrative support, compliance checks, client reporting, investment strategy recommendations, CRM proficiency
Preferred skills
Mandarin language proficiency, CFA or CACS certification
Technologies
CRM systems, Microsoft Office
Responsibilities
Assist in prospecting and building ability to prospect new clients, Support marketing initiatives, Support Senior Relationship Managers in managing client portfolios, Provide administrative support including account openings and compliance checks, Respond to client queries and maintain high levels of service, Conduct regular portfolio reviews and recommend investment strategies