Relationship Manager External Asset Manager Desk Hong Kong

Full-time

Technical Skills

  • Accountancy
  • Asset Management
  • Family Office
  • Investment Management
  • Marketing
  • Relationship Management
  • Sales
  • Training

Job Description

Relationship Manager External Asset Manager Desk Hong Kong

Location: Hong Kong-Hong Kong-Hong Kong

The tasks of the Relationship Manager External Asset Manager Desk Hong Kong are:
 

Acquisition:
  • Acquire EAMs domiciled in Hong Kong
  • Support and advice EAMs in start-up period
  • Train EAMs on our EAM tools and support them in all administrative matters
  • Take over the role of the Relationship Manager (as far as assets are booked in Hong Kong) and/or introduce the newly acquired EAM smoothly to the Relationship Manager (RM) at the booking center (Singapore, Switzerland) and accompany the RM in the first months


Relationship Management:

  • Individual Relationship Management of EAMs in all areas of the Credit Suisse offering
  • Daily support of EAM in the management of client accounts (order handling, product advice, introduction of specialists, formalities, operations and administration etc.)
  • Identify end clients and provide general information on the bank to end clients
  • Participate at marketing events

Qualifications

 
The Relationship Manager External Asset Manager Desk Hong Kong should:
  • Be from Hong Kong and speak Cantonese as mother tongue
  • Be fluent in English and Mandarin
  • Have strong acquisition and selling skills
  • Know the markets of External Asset Managers, Multi Family Offices and top tier Independent Financial Advisors (IFA) in Hong Kong very well
  • Be experienced in areas such as External Asset Manager business, Private
  • Banking, Product Sales, Investment Management and similar
  • Be senior in banking with preference in private banking
Employment TypeFull-time
Education LevelNon-specified
LanguageEnglish, Cantonese, Mandarin (Putonghua)
Credit SuisseInvestment Banking and Brokerage

One Austin Road West, Kowloon, Hong Kong

directions_walk22 mins walk from Austin MTR Station