Your new company

Your new role

A newly created role where responsibilities include developing and managing a portfolio of high-net-worth and ultra-high-net-worth clients. You'll be working closely with assistant relationship managers and support teams to enhance client service and operational efficiency as well as staying informed on financial markets, investment products, and economic trends to provide informed advice to clients.

What you'll need to succeed

With experience of working with North Asian clients, strong Mandarin will be essential as you liaise with external stakeholders. Having worked with UHNW /Private clients in your previous or current role, you'll have excellent communication skills and be seeking a role where you are able to focus your time on ensuring the best service for clients. This is a non-sales role.

What you'll get in return

You'll have the opportunity to build on your experience whilst gaining key insights by reporting directly to the CEO and owner. With a small team, your exposure to other elements will be high, so an opportunity to expand your skill sets will be possible whilst ensuring you have a dedicated ARM to assist you.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.