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Relationship Manager – Private Banking HNW

Safari Asia Limited

  • Company Industries:Others

Job Information

  • Post Date:2022-06-10
  • Career Level:Middle
  • Location:Tsim Sha Tsui
  • Qualification:5 years
  • Employment Type:Banking / Finance, Private Banking, Risk Managemen
  • Job Function:Banking / Finance  Private Banking  Risk Management  Asset Management
  • Benefits:Dental insurance, Medical insurance, Performance bonus

Job Description

Our external asset management (EAM) division has access to a number of world-renowned private banks and investment partners to provide the best banking service and products. We are aggressively looking to grow our private wealth management team and are in search of a Relationship Manager with a transferable book of HNW/UHNW clients. 

Responsibilities:

  • Driving profitable growth by acquiring, developing, and servicing long-term relationships with UHNW/HNW clients;
  • Generating a healthy pipeline of target market prospects and converting them into clients;
  • Advising on asset allocation in line with the client needs, and providing investment solutions to clients based on their investment profile, strategy, and risk appetite;
  • Managing business, investment, and regulatory risks of your own client book and ensuring compliance with applicable internal policies, and external laws and regulations;
  • Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation;
  • Anticipate events in a client’s life and business which have significant financial implications;
  • Build relationships with client families that cross generations to establish long-term connections;
  • Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs;
  • Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives;
  • Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.


Requirements:

  • Minimum 5 years of financial working experience, preferably in private banking, investment banking, premium banking, retail banking serving HNW clients;
  • Well-built client’s relationship;
  • Basic may be paid based on AUM;
  • Experiences in PB / EAM/ IAM is highly preferred;
  • Business-oriented, mature and independent mindset is essential;
  • Strong sales and customer orientation, with good interpersonal and customer service skills.

Company Info

Established in 2009, Safari Asia Limited is a licensed corporation under the SFO engaging in Type 1 (Dealing in Securities), Type 4 (Advising on Securities) and Type 9 (Asset Management) Regulated Activities (Central Entity No.: AUM670).  It is part of Huge Famous Investment Group, which is a boutique financial group that offers brokerage/securities, asset management, money lending and consulting services.

The Management Team has years of experience in Investment Banking, M&A, Private Equity, Hedge Fund, Corporate Management and Business Consulting areas.

The company currently has the below product offerings:

- Brokerage Services - servicing over 22 markets and countries with over USD3B transacted
- Fund Management Services - both Cayman and OFC offerings for both private and public funds and securities
- SAAM (Safari Asia Asset Management) - wealth and investment management services

We are constantly looking for results driven talents with a positive working attitude to join our growing team.

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