Client Relationship Executive

Key Responsibilities

• Cultivate and manage long-term relationships with HNW/UHNW individuals, corporate and institutional clients
• Serve as the primary point of contact, providing personalized wealth management solutions and strategic financial guidance
• Conduct comprehensive financial needs analysis and develop tailored investment strategies aligned with clients' risk profiles and objectives
• Design and deliver compelling investment presentations showcasing our comprehensive product suit
• Coordinate with internal teams (BUs, product team, operation, dealing and settlement) to execute investment strategies and fulfill client requirements
• Stay current with market trends, regulatory changes, and investment opportunities to provide timely advice

Requirements:

• Bachelor Degree in Finance, Business or related discipline;
• SFC RA type 1,2,4,5,9 license holder or eligible to obtains license
• Min. 5 years of experience in wealth management/private banking or investment advisory roles within financial services industry;
• Solid understanding of wide range of investment products;
• Exceptional interpersonal skills with ability to build trust clients
• Track record in managing HNW/UHNW client portfolios
• Proactive and motivated to drive performance
• Proficient in English and Chinese