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? Here’s what we expect from you:

• 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

We expect you to:

• Experience in relationship management
• An extensive network of Chinese entrepreneurs and high-net-worth individuals and families
• A solid understanding of financial markets and investment products
• The ability to build a strong client network
• The ability to work under pressure as a resilient team player and manage multiple priorities
• A knack for digitalization and technology
• Excellent communication skills in Mandarin and English

We offer

We offer you:

• A supportive environment with new challenges and opportunities for growth
• Flexible working conditions, if possible
• An inclusive culture that brings out the best in our employees
• The opportunity to work collaboratively and be part of a successful team