Senior Relationship Manager, Wealth Management
Senior Relationship Manager, Wealth Management
amethyst partners- Posted 18 hours ago
- Be among the first 10 applicants
Job Description
Our client is a wealth management firm that they provide bespoke investment and financial solutions to HNWI clients. They provide multi-asset investment services including both public and private investments. As the business continues to grow, they are looking for a seasoned relationship manager to join the firm.
Key responsibilities:
- Develop and build business relationships with HNWI clients to drive AUM growth
- Understand clients financial needs and appetite to provide bespoke wealth management solutions to them
- Work with investment team to generate investment ideas across asset classes and asset allocations
- Monitor clients portfolios, provide regular market trends and insights
- Contribute to the process and operations enhancement
- Work with senior management to strategize and lead the business growth
Key requirements
- Minimum 5 years of relationship management, client servicing experience with HNWI clients
- Strong business development, relationship building and commercial acumen
- Proven track record in managing clients portfolios
- Strong financial product knowledge across asset classes and market knowledge
- Motivated, resilient, goal-oriented
- Excellent communication and presentation skills
Interested parties please send your resume to Loretta Chan at [Confidential Information]
Regrettably only shortlisted candidates will be contacted
EA License Number: 16C7899
Registration no: 201525121K
More Info
Key Skills
Financial product knowledge
About Company
Skills:
Working capital financing cycle and products, Business Accounts, Loans, Negotiation Skills, Leads Generation, Client Relationship Management, Complaint Handling, Trade, Networking ability, Cash Management solutioning, Investments, Insurance, Hedging solutions, FATCA and CRS adherence, Cross Selling Solutioning
Skills:
risk management, Credit Monitoring, Credit Underwriting, financial analysis, Credit Evaluation, Portfolio Management, business development, Credit Processing, loan structuring, cash flow modelling
Skills:
investment strategies, Business development, Client presentations
Skills:
Market Knowledge, Islamic wealth principles, Analytical Skills
Skills:
Private Banking, Compliance, Customer Relationship Management, Sales Skills, Financial Planning, Financial Markets, Investment Risk Management