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CMB International Capital Corporation Limited

Relationship Manager (Private Wealth Management)

CMB International Capital Corporation Limited Singapore
Posted 23 hours ago In-Office Job Permanent Competitive

Main Responsibilities:

  • The role of the Private Wealth Management Relationship Manager (RM) is to understand the client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios
  • Active acquisition of new clients and manage all aspects of client relationship including but not limited to HNW clients, corporate/institutional clients and maintain long-term relationships
  • Provide comprehensive add-value financial service using resources and expertise of the Company platforms, products, services and networks
  • Conducting financial mapping of clients to analyze key parameters including risk profile, asset allocation, investment horizon and liquidity needs.
  • Work together with internal asset management team to develop discretionary account business, cross-border business and new product research & development
  • Help Alternative Investment business line to provide various financial solutions to portfolio companies and help to distribute PE/Credit funds

  • Actively review and monitoring of client's AUM through timely buy/sell/hold calls triggered by clients' preferred allocation.

  • Responsible for targeting towards the AUM growth & revenue generation from the relationships with CMBI Wealth Management.
  • Responsible for complying with regulatory compliance as set out by relevant authorities.

Qualifications & Requirements:

  • 6+ years professional experience (both in asset management and wealth management preferred)

  • Proven track record on investment sales/ fund distribution

  • Strong presentation and communication skills, detail-oriented and results-focused

  • Strong understanding of PE asset and other products

  • Fluency in Mandarin, English and Cantonese as incumbent would need to liaise with Chinese clients and colleagues based in HK and China

  • Willing to travel to Hong Kong and Mainland China frequently

ABOUT COMPANY
Hong Kong
Corporate Banking
Incorporated in Hong Kong, supported by the mainland and targeting in global market, CMB International Capital Corporation Limited (“CMBI”) is an inte...
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