Job summary
Job category | Professional (Consulting / Finance / Real Estate / Professional Services)/Consulting |
---|---|
Industry | Finance/ Securities / Investment Trusts |
Employment type | Uncategorized |
Position level | Director or Above |
Number of openings | 1 |
Desired entry time | - |
Required language skill | |
Foreign language competence | - |
Working hours | Others |
Welfares / Leave systems |
Work details
Relationship Manager (RM)
• External Asset Manager platform
• Alliance with 8 established Private Banks
• On/off shore, international platform, no boundary
Our client, an established (EAM) is a wealth manager / relationship manager which works “outside” of a bank has been working along and align with clients to their best interest across the APAC region.
As a RM, you are responsible to engage with wealthy clients (HNWI/UHNWI) to provide sophisticated advice on complex banking solutions. Providing various wealth management services to HNWI, example portfolio management, cash management, trading, estate planning and inheritance management, etc.
You are also responsible for developing and managing a portfolio of private clients with a focus on the UHNWI/HNWI segment across APAC and the wider international market.
You are expected to provide tailored asset management services, whilst addressing all UHNWI/HNWI clients’ needs on the flexible platform of an independent asset manager. You are a full time employee of the organization, though on profit sharing model you have responsible to further increasing the company’s exposure within the EAM platform.
As a RM in this setup, we required you to have minimum 7-10 years’ of experience in the Private Banking, UHNWI or Asset Management sector. You are required to have strong client skills combined with the ability to communicate efficient at all levels and the ability to perform and deliver high-end proactive service in a fast-paced work environment
About interview
Liaison
Relationship Manager
RGF HR Agent
Negotiable / Unpublished