Senior Manager, Entrepreneur Office (Hong Kong), Wealth Management
CLSA(5 months ago)
About this role
A client-facing Relationship Manager focused on ultra-high-net-worth (UHNW) entrepreneurs and family offices in Hong Kong, providing a one-stop wealth management offering. The role aims to acquire and deepen UHNW relationships and drive asset growth by delivering comprehensive financial solutions and strategic advice. It represents the firm externally and coordinates across internal teams to meet clients' short- and long-term financial objectives.
Required Skills
- Relationship Management
- Client Acquisition
- Business Development
- Wealth Management
- Portfolio Review
- KYC
- CDD
- Account Opening
- Product Pitching
- Trading
+6 more
Qualifications
- Bachelor's Degree (Top University)
- CPA
- FRM
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