Private Wealth Management Asia, Relationship Manager, Greater China Team
Core
Develop and manage relationships with Ultra High Net Worth and High Net Worth investors in Asia, providing customized financial advice, investment solutions, and brokerage services.
Role type
Relationship Manager (Private Wealth Management)
Builds
Client book development, sales, and financial performance for UHNW clients
Domain
Private Wealth Management, Greater China / Asia
Deliverable
client delivery
Required skills
Business development, consultative sales, investment strategy, risk management, regulatory compliance, quantitative analysis
Preferred skills
CPWP, CFA
Technologies
Investment analysis tools, quantitative analysis platforms
Responsibilities
Understand client needs and develop long-term relationships; Advise on investment strategies; Contribute to sales and marketing initiatives; Implement quantitative analysis processes for investment ideas and trade execution.
Seniority
Mid-Senior (6-10 years experience)