Relationship Manager, EAM / Multi-family office
9 months ago
Lead, develop and implement the wealth management business strategies for the firm Manage client relationships and provide them high-quality bespoke i..
Lead, develop and implement the wealth management business strategies for the firm Manage client relationships and provide them high-quality bespoke investment advisory and solutions Identify and acquire prospects, and devise marketing strategies to expand AUM and revenue growth Conduct portfolio reviews with clients and communicate market views periodically Manage multi-asset discretionary portfolios and asset allocation to clients according to their expected returns and risk appetite Liaise with external business partners to provide different service and wealth management solutions to clients Work with the senior management to ensure the compliance of regulatory requirements Lead, develop and implement the wealth management business strategies for the firm Manage client relationships and provide them high-quality bespoke investment advisory and solutions Identify and acquire prospects, and devise marketing strategies to expand AUM and revenue growth Conduct portfolio reviews with clients and communicate market views periodically Manage multi-asset discretionary portfolios and asset allocation to clients according to their expected returns and risk appetite Liaise with external business partners to provide different service and wealth management solutions to clients Work with the senior management to ensure the compliance of regulatory requirements Interested parties please send your resume to Loretta Chan at
[email protected] Regrettably only shortlisted candidates will be contacted EA License Number: 20C0180| Registration no: R1876188 |
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