Job Description
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We have an exciting opportunity for a Relationship Manager role in a London based Investment Management company. The firm is the UK's premier asset management organisation, with a primary focus on helping ultra-high net worth individuals and private equity funds safeguard and increase their fortune through creative and smart asset allocation. As a Relationship Manager, you will be responsible for establishing and maintaining client relationships, offering advice on a comprehensive variety of financial products and services suited to the sophisticated interests of affluent, HNWI, and UHNWI customers.
Job Requirements:
• Outstanding communication skills in both Mandarin and English.
• Work exposure as relationship manager for Chinese HNW/UHNW investors is preferred
• Candidates who already have a client base are preferred.
• A strong interest in wealth management, as well as a thorough understanding of global financial markets and current events.
• Demonstrated history of acquiring new clients and maintaining strong connections with existing ones.
• Think strategically, be proactive, and operate as an entrepreneur to enhance the firm's visibility inside the target market by doing business development and marketing to find new opportunities for growth and customer acquisition.
• A team member with the greatest professional ethic and norms, who is proactive, inventive and can work well under pressure.
• RDR level 4 qualification is desired, as is CF30 certification.
• Excellent oral and written communication skills, as well as the ability to plan and prioritise assignments.
• Excellent understanding of Microsoft Office, Excel, and PowerPoint.
Responsibilities
Job Responsibilities:
• Collaboration with other teammates to attain the greatest level of client fulfilment.
• Maintain the highest standard to guarantee excellent onboarding and compliance, as well as continuous client relationship management.
• Knowledge of current regulatory requirements that relate to your clients and their assets.
• Confirm that all KYC, AML, and other regulatory requirements are met.
• To be in charge of determining each client's risk tolerance and investment appropriateness, as well as selling suitable goods and services.
• Travelling to visit with HNW/UHNW clientele on a routine basis.
• Sourcing and actively finding the correct possibilities for the client, as well as leading them through the proper goods and services while considering their investment objectives.
Referrals
If you know anyone who may be suitable for the above role, feel free to get in contact with the Mandarin Recruitment team. We will ensure a healthy referral bonus.
About Us
Mandarin Recruitment is a service that helps UK and China businesses & organisations find and source high-quality Mandarin-speaking professionals. We have unparalleled and exclusive channels to the Chinese speaking market, allowing us to be the leading organisation for specialist Mandarin recruitment.
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