Wealth Management Relationship Manager with Asset Management Wealth Management Relationship Manager with Asset  …

ConnectedGroup Limited
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
Negotiable
ConnectedGroup Limited
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
Negotiable
This individual will provide excellent wealth management services and support to firms clients' HNW/UHNW segments. This role requires working closely with the HNW clients by providing them with customized wealth management solutions; an expert understanding of financial planning and wealth products are critical to the success of this business.

* Responsible to acquire, develop and retain relationships with a portfolio of top tier HNW clients



* Build trusting relationships with existing and potential clients, help clients articulate their needs, and deliver to exceed client expectations.



* Maintain highest standard of excellence in client service with individual clients with regular monitoring of client satisfaction



* Adhere to all regulatory and internal fraud, compliance and AML policies requirements, and flag potential illegal or improper activities.



* Achieve agreed key performance indicators objectives through the development of existing and new HNW clients relationships; deliver AUM and revenue growth targets



* Deliver position client performance in line with client investment profiles; implement an asset






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