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
• Trusted advice for clients in collaboration with colleagues on the investment product and solutions teams
• Develop a client portfolio with measurable results
• Maintain accurate and up-to-date records of client investment profiles
• A strategic view of clients' investments and close monitoring of portfolio quality
• Compliance 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
• Solid knowledge of financial markets and investment products
• Ability to build strong client networks
• A resilient team player who can handle pressure
• An affinity for 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 use artificial intelligence (AI) to work more efficiently. We are an inclusive employer that values diversity and the individual skills and experiences of our employees.