Relationship Manager recruitment
Job Description:
The job responsibilities associated with this role may be expected to include but not limited to:
• Acquiring and maintaining business relationship with ultra high-net-worth individual clients for the Firm
• Understanding clients’ needs and requirements, provide professional financial advice and identify relevant investment opportunities to ultra high-net-worth individual clients and their families
• Responsible for bringing in AUM and generating revenue as required
• Demonstrate high level of risk management
• Provide trading and execution services for clients, including equities, fixed income, foreign exchange, derivatives and mutual funds
• Working in a highly dedicated and professional team environment
Knowledge
• Thorough understanding of the Private Wealth Management business
• Profound knowledge of the domestic and international capital markets
• Knowledge of financial products and service, including equity, currencies, fixed income, foreign exchange, derivatives, mutual funds, etc
• China knowledge and working experience is preferable
• Financial planning experience is a plus
• Non financial industry knowledge is a plus
Skills and Abilities
• Custormer-Oriented mentality
• Passion and committed for financial service industry, especially PWM areas as a long-term career
• Good communication skills in Mandarian and English, Cantonese or other dialect is a plus
• Strong drive, willing to work on night shift during US morning trading hours
• Honesty, integrity, good people skills and a good team player
Qualifications
• At least 3-5 years related experience in the securities companies, preferably having involved in PWM areas
• Master degree in relevant majors, preferably an MBA from renowned universities
• License of securities trading is a must
• Candidate with less experience will also be considered on a case to case basis