VP Relationship Manager

Client Relationship Management:

• Maintain and enhance relationships with existing HNW/UHNW clients, Family Offices, and EAMs.
• Identify and develop new business opportunities to generate revenue through primary and secondary broking activities.

Investment Services:

• Provide comprehensive trading and dealing services, covering equities, fixed income, futures, commodities, and third-party products.
• Conduct post-trade reviews and data analysis for key clients.

Business Development:

• Participate in internal and external business development initiatives, including product roadshows and client visits in Greater China as needed.
• Collaborate with product teams to identify and develop innovative financial products.

Compliance and Risk Management:

• Ensure thorough credit assessments for new and existing clients, adhering to compliance and regulatory standards.
• Support the Wealth Management team in promoting the company's professional image and brand awareness.

Team Collaboration:

• Work closely with product specialists and investment advisors to manage and develop client portfolios.
• Assist in system testing and rollout with the IT department as required.

Client Engagement:

• Engage in day-to-day business meetings, addressing client inquiries and ensuring high levels of customer satisfaction.
• Expand your portfolio by exploring compatibility and onboarding new clients.