Relationship Manager

About the role

This role involves developing and maintaining long-term relationships with affluent and high-net-worth clients through regular, in-depth and needs-based engagement. You will understand clients' financial objectives, investment preferences, risk tolerance, liquidity needs and wealth planning requirements, and provide suitable wealth management and asset allocation solutions in accordance with clients' needs, risk profiles, applicable regulations and internal policies.

Key responsibilities

• Develop and maintain long-term relationships with affluent and high-net-worth clients through regular, in-depth and needs-based engagement
• Understand clients' financial objectives, investment preferences, risk tolerance, liquidity needs and wealth planning requirements
• Provide suitable wealth management and asset allocation solutions in accordance with clients' needs, risk profiles, applicable regulations and internal policies
• Identify high-potential client opportunities and introduce the platform's approved investment products and financial solutions in a clear, professional and compliant manner
• Provide clients with timely market updates, market analysis and relevant product information
• Handle client feedback and complaints professionally, ensuring proper documentation, timely escalation and resolution in accordance with internal policies and procedures
• Strengthen client loyalty and long-term engagement through one-to-one meetings, client seminars, investment strategy briefings and investor education events
• Contribute to agreed team objectives, including assets under management, client asset retention, revenue contribution, client engagement and service quality
• Work closely with internal product, investment advisory, operations and compliance teams to deliver appropriate client solutions

About you

• Bachelor's degree or above, majoring in finance, economics or related fields is preferred
• At least 2 years of working experience in relevant industries such as private banking departments of banks, wealth management departments of securities companies, and third-party wealth management institutions
• Familiar with the business processes and relevant regulations
• Familiar with the basic knowledge of various financial products, good at tapping into clients' core investment demands, and equipped with relevant knowledge and marketing capabilities in Asset Allocation and wealth management
• Possess excellent communication and presentation skills, a strong team spirit, and a highly result-oriented mindset
• SFC type 1 license holder is a must
• Fluent in Mandarin and English is a must