Executive Director, UHNW Relationship Manager

Nomura Holdings, Inc.; Hong Kong; On-site; HKD 1,200,000 - 2,000,000; Full time

Job summary

Nomura Holdings, Inc. in Hong Kong seeks an Executive Director, Relationship Manager to lead a portfolio of high-net-worth clients with tailored investment strategies and superior service.

You will manage client relationships and deliver bespoke advice, aiming to preserve wealth and grow assets under management. Responsibilities include acquiring new UHNW clients, ensuring KYC/compliance, and collaborating with product specialists to offer suitable investment opportunities.

Qualifications

• Minimum degree in Business or Finance.
• 8+ years wealth management experience with UHNW clients.
• Experience providing personalized investment advice and financial planning.
• Strong knowledge of financial markets and products.
• Proven track record of achieving sales targets.
• Ability to acquire new clients through referrals and prospecting.
• Excellent client relationship management and communication skills.
• High integrity and compliance with banking regulations.
• Ability to work independently and in a team.

Responsibilities

• Cultivate and deepen long-term relationships with U/HNW individuals.
• Identify prospects within the market and actively acquire new clients.
• Introduce clients to a range of products/investment opportunities based on suitability.
• Ensure complete KYC, call reports and documentation for all clients.
• Assist in new business/product development with products and service specialists.
• Contribute to wealth management revenue and AUM targets.
• Comply with regulatory requirements and AML procedures in HK/Singapore and region.

Skills

Relationship management

Client acquisition

Communication skills

Strategic planning

Education

Bachelor's degree in Business or Finance

Job description

Nomura Holdings, Inc. in Hong Kong seeks an Executive Director, Relationship Manager to lead a portfolio of high-net-worth clients with tailored investment strategies and superior service.

You will manage client relationships and deliver bespoke advice, aiming to preserve wealth and grow assets under management. Responsibilities include acquiring new UHNW clients, ensuring KYC/compliance, and collaborating with product specialists to offer suitable investment opportunities.