Relationship Manager (VP / AD level)
Job Location
Hong Kong
Published By
Publisher Name
Type of Job
Permanent
Published Date
18 October 2023 at 4:00:00 am
About the job
Our client is a rapidly expanding multi family office offering multiple asset classes including public securities, structured products, private direct investments, and private fund of funds. The family office manages assets for the owners as well as third party institutional and professional investors.
Key Responsibilities include:
Build and maintain strong relationships with clients, developing trust and delivering the highest degree of client service standards
Act as the primary point of contact for all managed clients, ensuring their needs are addressed promptly and effectively
Understand clients’ investment and ancillary wealth management needs and propose appropriate solutions, providing expert advice and guidance
Collaborate with internal and external counterparties, such as in-house investment teams, banks, legal counsel, tax advisors, trustees, and other relevant parties, to coordinate client needs effectively
Identify and source new opportunities for AUM growth and client acquisition through business development, referral partnership and networking activities
Support other client and business development projects as required, contributing to the overall success of the firm
Requirements
University level education, preferably in finance, business or a related discipline
Solid experience in client-facing roles within private banks, multi-family offices, external asset managers or wealth management firms as a relationship manager for ultra-high-net-worth individuals or families
Excellent knowledge of financial market and investment products including but not limited to equities, bonds, FX, public market and private market funds
Excellent communication and interpersonal skills
Good command of both spoken and written English and Chinese (Cantonese or Mandarin)
Strong in multi-tasking, mature mindset, able to work under pressure, be highly flexible, proactive and organized
Interested candidates, please send your CV through Apply Now or to the email address shown in the company overview. For more suitable opportunities in your specialised industry, please visit our website at www.lauriswalton.com.
Benefits
About us
LAURIS WALTON is a global recruitment specialist & executive search firm with a team of experienced consultants with industry knowledge and technical skills and top-performing sales and negotiators to assist you in securing and finding the best talents in the market. We work with large corporations, high potential start-ups and fast-growing companies to form recruitment strategies on talent acquisition and achieve cost-effective initiatives. Over 80% of our candidates are through headhunting and referrals and over 50% of our clients work with us on an exclusive basis due to our highly discreet and confidential approach and efficient delivery.