Senior Private Wealth Relationship Manager

CMB International Capital Corporation Limited

Hong Kong

On-site

HKD 600,000 - 1,000,000

Full time

2 days ago

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Job summary

CMB International Capital Corporation Limited is seeking an experienced Relationship Manager for its Private Wealth Management Department in Hong Kong. The role involves building and managing relationships with high-net-worth clients, delivering tailored investment advice, and coordinating across fund, equity and other asset classes to optimize portfolios.

The ideal candidate has 7–10 years of client relationship management experience, strong product knowledge, and excellent Mandarin

Qualifications

7–10 years of experience preferred.
Experience managing high net-worth clients.
Solid knowledge of funds, equities, margin financing, insurance and structured products.

Responsibilities

Acquire High Net-Worth Clients and manage existing relationships.
Provide investment advice aligned with client needs and risk profile.
Conduct financial mapping to analyze risk, asset allocation, investment horizon and liquidity needs.
Customize portfolio proposals across fund, equity and other asset classes.
Review and monitor client AUM with timely buy/sell/hold actions.
Target AUM growth and revenue from CMBI Wealth Management relationships.
Ensure compliance with regulatory requirements.