Senior Relationship Manager - Asset Management for UHNW

New Region Securities Company; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Benefits offered by this job

Private banking / alternatives range

Flexible working culture

Job summary

New Region Securities Company is looking for a VP/Relationship Manager to join our Asset Management team in Hong Kong. You will work with External Asset Managers (EAM) to deliver tailored investment solutions for UHNW individuals, families and institutions.

You will develop discretionary portfolio management capabilities, cultivate long-term client relationships, and coordinate with private banks and intermediaries to expand our client base and AUM.

Qualifications

• 4-6 years of client relationship experience.
• Ability to manage multiple projects and clients.
• Strong communication and interpersonal skills.
• Qualified for registration as a Securities Intermediary.

Responsibilities

• Develop solutions for clients seeking EAM services; bring your own clients & AUM.
• Provide discretionary portfolio management to UHNW clients via wealth planning and capital advisory.
• Identify client needs and offer tailored private banking and wealth management solutions.
• Promote private equity investment services to access high-growth opportunities.
• Promote Trends Strategic Hedging Fund SP & New Region China Fund.
• Build long-term relationships and enhance the company's value proposition.

Skills

Client relationship

Multi-project management

Communication skills

Securities Intermediary registration

Job description

New Region Securities Company is looking for a VP/Relationship Manager to join our Asset Management team in Hong Kong. You will work with External Asset Managers (EAM) to deliver tailored investment solutions for UHNW individuals, families and institutions.

You will develop discretionary portfolio management capabilities, cultivate long-term client relationships, and coordinate with private banks and intermediaries to expand our client base and AUM.