Relationship Manager

Responsibilities

• Develop and maintain client relationships with High Net Worth (HNW) individuals with the goal of increasing assets-under-management and providing additional services and products.
• Acquire new clients by leveraging relationships with existing clients and partnering with referral sources.
• Develops and implements marketing strategies and sales management processes.
• Develops investment plans that achieves client's return objective.
• Provides account services and coordinates comprehensive management of clients’ assets.
• Conduct regular reviews of clients’ portfolios according to their investment needs and risk profile.
• Work closely with product specialists to ensure clients have access to the latest trend information and product expertise.
• Ensure clients adhere to all corporate and regulatory compliance standards, including KYC (Know Your Client) and AML (Anti-Money Laundering).
• Any other ad-hoc responsibilities assigned.

Requirements

• Experience in wealth management / investment advisory sales.
• Recognized university degree and relevant certification.
• Proven track record in client acquisition and retention success.
• Disciplined, with deep understanding of Compliance and Regulatory framework of the industry.
• Extensive investment product and market knowhow.
• Strong relationship management and sales skills.
• Driven, client-oriented with strong business acumen.