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Relationship Manager 客户拓展经理

Meta Elephant Capital Limited Hong Kong
Posted 3 days ago Hybrid Permanent Base salary + Commission
Posted by
Meta Elephant HR
Private banking services | Overseas investment products | High-tech market focus

Job Responsibilities

  • Acquire new HNW/UHNW clients and solicit business opportunities to expand firm’s AUM
  • Identify clients needs, develop proper investment strategies and take lead in active management of current HNW/UHNW clients
  • Working closely with our EAM partners, including private banks, brokers, insurance firms, and other private wealth management service providers, to provide clients with professional diversified asset allocation strategies and global wealth management services
  • Develop proper marketing strategies designed to generate revenue growth and to expand clientele base
  • Promote long term client relationships and enhance the company's value proposition


  • At least 4 years of experience in relationship management within the private banking or wealth management sector
  • Established client base with existing transferrable AUM is a MUST
  • Strong acquisition and selling skills and solid track record in developing relationships with customers
  • Solid track record in asset development, asset growth and revenue generation
  • Strong client service and problem-solving mentality
  • Fluent in English and Chinese
  • Candidates with more experience will be considered as Senior Manager or Vice President


  • 负责拓展公司的商业计划、制定投资战略,积极管理高净值/超高净值客户
  • 带领团队充分利用公司资源,提供全面、个性化的财富管理解决方案和多元化策略,满足客户需求
  • 与我们的EAM私人银行合作伙伴和财富管理公司紧密合作,为客户提供专业的全球多元化资产配置策略和全球财富管理服务
  • 制定旨在实现公司收入增长和开发新客户的销售和营销策略,在维护现有客户及拓展新客户方面起带头作用
  • 与其他业务合作伙伴和产品/服务团队合作,以确保交付与客户目标和目标适当一致的更新业务战略


  • 至少 4年私人银行和财富管理领域的客户管理经验
  • 必须具备一定的高净值客户资源,可为公司带来AUM的增长
  • 强大的客户拓展和销售技能,並具有出色的客户关係维护及新客户开发能力
  • 在资产管理、资产增长和创收方面有良好歷史记录
  • 客户服务为导向,问题解决型思维
  • 流利的英语和普通话
  • 具较多经验者可获考虑为资深经理或副总裁

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