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Relationship Manager- Wealth Management

by Varsha Mankani in Banking & Financial Services    26th May, 2020    Negotiable

Our client is a highly well-established financial services company with a wide presence in the APAC region. We are now looking for a Relationship Manager who will be responsible for managing his/her network of HNIs and promote a diversified range of financial products to clients.

  • Explore opportunities and promote financial products to both existing as well as new clients.
  • Meet business targets in revenue and AUM
  • Present a wide range of financial products to clients (investments related as well as insurance)
  • Work with the product team to device new products as per clients’ needs.
  • Keep updated with latest financial news, product offerings, rules and regulations
  • Participate in ad hoc tasks as assigned.

VP to Senior Director, Relationship Manager

by Lu Yim in Financial Services    26th May, 2020    HKD 50k - HKD 72k

Our client is a well-known financial institution with a solid foundation and history in Asia. They are looking for Senior Relationship Manager in the financial services industry.

  • Explore opportunities and promote financial products to both existing as well as new clients.
  • Meet business targets in revenue and AUM
  • Present a wide range of financial products to clients (investments related as well as insurance)
  • Work with the product team to device new products as per clients’ needs.
  • Keep updated with latest financial news, product offerings, rules and regulations
  • Participate in ad hoc tasks as assigned.

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