Relationship Manager



Providing quality and professional advice on mutual fund and private fund to High Net Worth client and Corporate clients.
- Developing and maintaining client base to the company for existing & prospective customer's relationship
- Revise and analysis customers' portfolio on the regular basis.
- Develop, review and implement sales plans and ensure targets are achieved.
- Cultivate strong relationships with clients.
- Work with clients to assess their investment needs and develop customized solutions response.
- Recognize opportunities to enhance relationship, increase sales
- Provide market or product specific presentations, competitive reviews, market commentary, fund analysis as requested or deemed appropriate
- Recommend asset allocation models or appropriate investment for clients according to their objectives, horizon and risk tolerance.


Bachelor or Master degree in Banking, Finance, Economic, or related fields
- Excellent interpersonal skills with good consultative selling approach and high-level presentation skills
- Good knowledge of mutual fund and private fund product
- Positive attitude in handling and managing various clients
- Single license



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