Relationship Manager (Wealth Management)

FINCO Search

Title: Relationship Manager (Wealth Management) x 2
Contract type: Permanent
Salary: Negotiable plus commission plus bonus
Location: Hong Kong

FINCO Search is working with an international Asset Manager  that provides wealth planning and investment solution to high net worth clients. Working as an External Asset Manager (EAM) in conjunction with recognised global banks the firm is run by private bankers with 10+ years of experience. Looking to hire two Relationship Managers who can develop their own book of HNWI and Family Office clients offering wealth management and investment advisory services. 

Duties & Responsibilities

  •  Provide a “Wealth Management” solutions / advice to High Net Worth Individuals
  • Acquire new client relationships and grow AUM via extensive marketing activities
  • Nurture and Retain existing clients and entice former clients back into the company
  • Continuously develop relationships with a portfolio of clients
  • Provide a “Single Point of entry” into the company with an efficient access to a network of specialists
  • Act as a Personal Wealth Manager; draw up a comprehensive asset strategy which reflects the dynamic between personal and business assets
  • Maximize client assets and revenues from its AUM (Asset Under Management)
  • Promote full range of Private Banking (EAM) and family office services and achieve the Company’s objectives as well as revenue targets.

Requirements:

  • Degree Holder or equivalent, preferably in Marketing, Finance or other Business disciplines
  • Minimum 3 years of solid private banking / wealth management experience
  • Possess strong ability to acquire new and deepen existing client relationships
  • Well-versed in the banking reforms / regulatory changes in the market
  • Extremely conscious of the high sensitivity and confidentiality requirement of the market
  • Comprehensive knowledge of private banking products and services
  • Must be registered RI (Regulated Activities Types 1 & 4)
  • Fluent in English, Mandarin and Cantonese

In return the company operates a very competitive revenue share salary and commission scheme that rewards growth whilst recognising contribution.

For more information on this opportunity or to enquire as to other mandates then please contact Dan Day:

Email: dan.day@fincosearch.com

Tel: +65 3158 1080 (APAC) +44 (0)203 927 5082 (UK)

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