Manager, Sales, Wealth Management
CLSA(6 months ago)
About this role
A Relationship Manager in Wealth Management focused on clients' investments in overseas financial products, serving as the primary client contact for high-net-worth and corporate investors. The role supports the firm's wealth management objectives by leveraging market knowledge and client networks to grow product distribution and client engagement.
Required Skills
- Relationship Management
- Client Servicing
- Account Opening
- Due Diligence
- Product Roadshows
- Business Development
- Investment Trading
- Post-Trade Analysis
- HNW Clients
- Compliance
Qualifications
- Degree in Business/Finance/Engineering
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