Wealth Management Relationship Manager

Job Responsibilities:

- Active acquisition of new clients and manage all aspects of client relationship including but not limited to HNW clients, corporate/institutional clients and maintain long-term relationships

- Work together with internal asset management team to develop discretionary account business, cross-border business and new product research & development

- Help Alternative Investment business line to provide various financial solutions to portfolio companies and help to distribute PE/Credit funds

- Provide comprehensive add-value financial service using resources and expertise of the Company platforms, products, services and networks

Requirements:

- 10 years and above professional experience (both in asset management and wealth management preferred)

- Proven track record on investment sales/ fund distribution

- Strong presentation and communication skills, detail-oriented and results-focused

- Strong understanding of PE asset and other products

- Full proficiency in English, Mandarin and Cantonese is a plus to liaise with colleagues in Head Office.

- Willing to travel to Hong Kong and Mainland China frequently