Wealth Relationship Manager
About this position
Responsibilities
• Responsible for managing relationships with existing wealth clients and acquiring new potential wealth clients.
• Conduct market research to identify potential clients and understand their needs.
• Collaborate with the product and marketing teams to develop and implement effective client acquisition campaigns.
• Plan, analyze, and assess the investment needs of clients in the portfolio, and recommend suitable investment solutions to each client based on their risk appetite and preferences.
• Facilitate investment transactions for clients to ensure smooth and accurate processes are maintained, as well as coordinate with related parties to ensure excellent service is always provided to clients.
• Prepare call plans, call reports, and execute according to plan to foster relationships with existing clients and expand the new client pipeline.
• Maintain ethical and good governance standards that comply with market conduct, rules, and regulations.
Requirements
• Bachelor's degree or higher in Finance, Accounting, Business Administration, Economics, or related fields.
• Minimum of 2 years of direct experience in banking, investment advisory.
• Proven track record of building and managing client relationships.
• Strong knowledge of financial markets, investment products, and regulatory requirements.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to work independently and as part of a team.
• Having an IC license.