Relationship Manager (Chinese Speaking)

Responsibilities Build and maintain relationships with High Net Worth (HNW) clients and identify new business opportunities Provide investment advice and asset allocation solutions across mutual funds, private funds, and other investment products Manage client portfolios, conduct regular reviews, and deliver market insights Prepare and execute client acquisition plans to achieve AUM and revenue targets Coordinate with internal teams to ensure smooth onboarding and transaction execution Deliver excellent client service while ensuring compliance with regulatory and company requirements Qualifications Bachelor's or Master’s degree in Finance, Economics, Business, or related field Minimum 3 years of experience in Wealth Management, Private Banking, Asset Management, or Fund Management IC Complex 1 License is required; IP License is a plus Strong knowledge of investment products, portfolio advisory, and financial markets Proven track record in client relationship management and business development Excellent communication and presentation skills Fluent in English and Mandarin Chinese (HSK 5-6 preferred) Professional, client-focused, and results-oriented with high integrity Remark : Upon completion of the selection process, you will be required to submit to a criminal background check prior to commencing employment with the Company. This background check is conducted to verify your personal history, professional qualifications, and overall suitability for employment.