Relationship Manager (Hong Kong)
Core
Primary point of contact for High Net Worth and Ultra High Net Worth private clients, delivering comprehensive wealth management solutions and managing client portfolios.
Role type
Relationship Manager Private Banking
Builds
Wealth management solutions and client relationships for High Net Worth clients
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Proven track record in client servicing and acquisition, sound commercial judgement, knowledge of global financial markets, ability to match client needs with product solutions, familiarity with legal and regulatory environments, relevant regulatory licenses from HKMA/SFC
Preferred skills
Certified Private Wealth Professional (CPWP) certification
Technologies
N/A
Responsibilities
Respond to client needs and provide investment advice, proactively develop and maintain client portfolios, manage client risks and succession strategies, ensure compliance with risk policies and regulations, escalate issues to management, participate in marketing strategies and client initiatives
Seniority
Mid-Senior, hands-on IC
