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Relationship Managers

Hong Kong, Hong Kong
Last update 2024-04-17
Expires 2024-04-17
ID #2099788613
Free
Relationship Managers
Hong Kong, Hong Kong,
Modified April 3, 2024

Description

VP/Director - Focus on HNW individuals and families, as well as institutions - Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and contacts - Build portfolio of clients using resources and expertise of employer’s platforms, products, services, and networks - Actively involved in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships - Update clients regularly on markets, portfolio performance, investments opportunities and risks - Oversee private client relationships by providing strategic advice based on each client’s wealth objectives.

Provide access to specialists and manage clients’ investment portfolios - Responsible for working with other team members on client sponsorship / Know Your Client

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Relationship managers

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