Relationship Manager (Chinese Speaking)

Responsibilities

• Build and maintain relationships with High Net Worth (HNW) clients and identify new business opportunities
• Provide investment advice and asset allocation solutions across mutual funds, private funds, and other investment products
• Manage client portfolios, conduct regular reviews, and deliver market insights
• Prepare and execute client acquisition plans to achieve AUM and revenue targets
• Coordinate with internal teams to ensure smooth onboarding and transaction execution
• Deliver excellent client service while ensuring compliance with regulatory and company requirements

Qualifications

• Bachelor's or Master’s degree in Finance, Economics, Business, or related field
• Minimum 3 years of experience in Wealth Management, Private Banking, Asset Management, or Fund Management
• IC Complex 1 License is required; IP License is a plus
• Strong knowledge of investment products, portfolio advisory, and financial markets
• Proven track record in client relationship management and business development
• Excellent communication and presentation skills
• Fluent in English and Mandarin Chinese (HSK 5-6 preferred)
• Professional, client-focused, and results-oriented with high integrity

Remark : Upon completion of the selection process, you will be required to submit to a criminal background check prior to commencing employment with the Company. This background check is conducted to verify your personal history, professional qualifications, and overall suitability for employment.