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Relationship Manager/HNW clients

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Relationship Manager/HNW clients

Olive Asset Management
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Job Highlights

  • Develop and maintain strong relationships
  • Possess knowledge of financial investment products
  • Provide professional asset management advice

Core Responsibilities:

1.Develop and maintain strong relationships with high-net-worth clients in Hong Kong, Singapore, and other regions.

2.Provide professional asset management advice and solutions tailored to the needs of high-net-worth clients, leveraging product features to continuously expand AUM and achieve sales targets.

3.Collaborate with other members of the sales team to deliver ongoing high-quality product maintenance services to clients.

4.Maintain effective communication and collaboration with the product investment team, coordinating internal and external resources to meet clients' personalized investment needs.


Job Requirements:

1.Possess knowledge of financial investment products and understand the characteristics of mainstream overseas primary and secondary market products.

2.Demonstrate strong interpersonal communication and networking skills, with a certain level of local client resource accumulation.

3.Have no less than 5 years of work experience in the financial industry in Hong Kong/Singapore, with a proven track record of achieving sales targets.

4.Be fluent in Mandarin and English; proficiency in Cantonese is a plus.

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More Information

SalaryN/A (Search your salary info in SalaryCheck)
Job Function
Location
  • Hong Kong > Others
  • Kowloon > Others
  • New Territories > Others
  • Outlying Islands > Others
Work Model
  • On-site / At the workplace
Industry
Employment Term
  • Full-time
Experience
  • 5 years
Career Level
  • Middle management level
Education
  • N/A