Client Advisor

Your role

We are looking for a dynamic Relationship Manager who can deliver an exceptional client experience. Do you have a strong track record in client advisory and sales? Do you have a strong network of Chinese entrepreneurs and high-net-worth individuals and families? Are you an experienced risk manager? Your main responsibilities will include:

• Build, establish, and expand client relationships
• Provide trusted advice to clients in collaboration with colleagues on the investment product and solutions teams
• Developing a client portfolio with measurable results
• Maintain accurate and up-to-date records of client investment profiles
• Maintain a strategic overview of clients' investments and closely monitor the quality of their portfolios
• Comply with all regulations, guidelines, and standards to uphold our risk management culture

Your expertise

• Experience in relationship management
• Extensive network of Chinese entrepreneurs and families
• A Solid Understanding of Financial Markets
• Ability to build a strong client network
• Ability to work as a team member to handle pressure
• Strong expertise in digitalization and technology
• Excellent communication skills in Mandarin

We offer

We offer a supportive environment where you can use your skills and experience to assist our clients. We are a team that works together to achieve our goals. We offer flexible working arrangements whenever possible and an inclusive culture that brings out the best in our employees. We use artificial intelligence (AI) to work more efficiently. We are also committed to the inclusion of people with disabilities and offer support throughout the application process.