Relationship Manager (Multi-Family Office)

Raffles Family Office
  • Post Date: November 15, 2017
  • Apply Before: December 31, 2019
  • Applications 0
  • Views 793
Job Overview

Relationship Manager (Multi-Family Office)

Raffles Group is a Multi-Family Office based in Hong Kong that provides a wide array of Multi-Family Office services to High Net Worth in the Asia-Pacific region.

Roles and Responsibilities
  • Manage and anticipate client requirements with a focus towards managing the existing base as well as increase cross product holding per client.
  • Build, understand and sustain relationships with the client’s circle of influence (e.g. a parent, mentor, advisor or other family member)
  • Consistent and frequent communication with client providing complete, concise portfolio valuations and guidance.
  • Serve as a problem-solver for the client, helping them identify investment criteria, recognize and handle concerns that arise as consultation moves closer to decision.
  • Provide ongoing portfolio supervision, with a continuous focus towards helping the client adapt to changes in personal circumstances and the financial environment.
  • Retain existing high value clients by growth of wallet with the bank through relationship management activities.
  • Resolve client queries without further escalation.
  • Effectively convert service recovery to sales opportunities and sustained client loyalty.
  • RM will be dedicated for key markets or customers from specific corridors, with respective country connection, internal networking, language skills and compliance familiarity
  • Where needed and appropriate, RM will conduct cross border travel for client relationship building in accordance to Cross Border Policy and respective country guidelines
  • Ensure meeting clients requirements while ensuring compliance with all regulations and controls as set by the Bank and external regulatory authorities by all staff.

 

Requirements
  • Tertiary / university education with consumer banking sales and service experience, preferably with specialization in the affluent market segment.
  • Candidate is expected to possess extensive customer contacts that qualifies for the Private Banking Segment
  • Superior knowledge of investment products and financial markets.
  • Make effective business decisions independently, based on sound financial and business principles.
  • Competent in collaborating with product specialists to recommend product suite offerings for clients.
  • Effective understanding of client requirements and manage it without escalation.
  • Strong interpersonal and communication skills with ability to deal with people of all levels
  • A team player with good initiatives and assertiveness
  • A self-motivator who is keen on upgrading and improving personal knowledge & skills to meet evolving job requirements
  • Good understanding of cross border products, services, policies and investment environments.
  • Passes in the HKSI Licensing Examination Paper 1, 7 & 8 and Insurance Intermediaries Qualifying Examination 1, 2, 3 & 5, or equivalent
  • Candidate with banking experience in serving Chinese nationalities in China a definite plus.
  • 2 years in Private / 5 years in Priority Banking / 2 years in EAM firm
  • Existing portfolio of USD 40m

 

Application Procedure

Send CV to Raffles Family Office

Links

About Raffles Family Office
Visit Raffles Family Office
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Job Detail
  • Career LevelAssociate Director
  • Experience3 Years
  • QualificationBachelor's Degree
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