Relationship Manager Relationship Manager …

Inheliance Asset Management Ltd
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Last application, 01 Sep 19
Competitive
Inheliance Asset Management Ltd
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Last application, 01 Sep 19
Competitive
We are looking for Relationship Managers to join our platform to grow the business together. This position will offer you a unique opportunity to build a long term relationship with the clients plus a career path to becoming an all-rounded private wealth professional.

Inheliance Asset Management Limited is an independent Asset Managment Company servicing high and ultra high-net-worth clients.  Working hand-in-hand with our group companies in China which specialize in law, tax and trust advisory, incl CRS & FATCA treaty, we assist our clients in achieving their asset management goals and as well as weath protection and succession.  We are determined to putting our clients in the center and focusing on long-term relationship.  Please visit our website at www.inhetrust.com for more information.

 

Principal Responsibilities:

-  Develop and maintain client relationship by offering client-centric solutions

-  Assist the Managing Director in growing AUM and revenue

-  Understand the market trend and being knowledgeable in latest investment products and services

-  Work with hightest ethical and compliance standard in accordance to relevant laws and regulations

-  Take on ad-hoc tasks assigned by Management

Requirements:

-  Strong sense of fiduciary duty towards the clients

-  Over 5 years of client servicing experience from private banking, wealth management or insurance sector

-  Have an exisitng client base

-  Proven track record in client development

-  Strong knowledge in financial markets and products

-   A team player with high level of commitment and self-motivation

-  Strong language skils in English, Mandarin and Cantonese

-  Degree holder in banking and finance or related fields

-  Existing RO or EO license is a big plus

Applicants with strong leadership will be considered for Head of Client Relationship position with additonal managerial responsibilities.  We offer flexible compensation packages.

 

 

 

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