Relationship Manager (Private Wealth Management)
Core
Manage relationships with HNW and corporate/institutional clients, providing financial market updates, portfolio analysis, and active client acquisition.
Role type
Private Wealth Management Relationship Manager
Builds
Long-term client relationships and discretionary account business
Domain
Private Wealth Management / Asset Management
Deliverable
client delivery
Required skills
Financial mapping, risk profiling, asset allocation, PE asset understanding, fund distribution, regulatory compliance
Preferred skills
Asset management experience, wealth management experience, Mandarin fluency
Technologies
N/A
Responsibilities
Conduct financial mapping to analyze risk profile, asset allocation, and liquidity needs; Work with asset management teams to develop discretionary accounts and new products; Monitor client AUM and execute buy/sell/hold calls; Comply with regulatory requirements
Seniority
Mid-Senior, hands-on IC