Posted on 2022-01-07

Relationship Manager, Private Banking

Basel Capital Holdings Limited

Basel Capital is a multi-family office based in Hong Kong specialized in private real estate investments. We partner with ultra-high net worth families and provide holistic wealth management and investment advisory services.
This position is based in Central, Hong Kong and open due to the expansion of our group.
For more information, please refer to our website basecg.com and baselpe.com.

Responsibilities:

  • Responsible for a portfolio of Private Banking (EAM) and their wealthy clients to provide sophisticated advice on solutions;
  • Promote full range of Private Banking (EAM) and family office services and achieve the Company’s objectives as well as revenue targets;
  • Develop and maintain long-term client network through effective relationship management, with extensive focus on the clients' financial analysis, protection and investment objectives;
  • Ensure the grow of the client base to significantly contribute to the aggregation of AUM;
  • Daily telephone contact and meetings with sophisticated clients as well as negotiations with internal interfaces;
  • Deliver top service to clients and ensure smooth administration;
  • Initiate account openings / closures / update instruction checklists and interface with client to ensure completion of documentation requirements;
  • Maintain a close working relationship with the EAM team and private banks to ensure the continued viability of client objectives and management of client assets
  • Effectively coordinate with the Company’s teams and strategic partners to develop appropriate strategies and solutions;
  • Handle financial transactions and product enquiries as well as all categories of customer service matters;
  • Provide guidance, coaching and support to junior members.

  Requirements:

  • A university degree, ideally in Banking, Finance, Business Administration or Economics.
  • Minimum 5 years of experience as a Relationship Manager, Business Development or Investment Advisor in the EAM, Private Banking, HNWI or Asset Management business;
  • Sound knowledge of various types of private banking products;
  • Qualified to carry out Investment regulated activities (Types 4 and 9) under Securities and Futures Ordinance (SFO) is a must;
  • Strong client skills combined with the ability to communicate efficiently at all levels are some of your strengths;
  • A standout colleague with excellent organizational skills and a structured and efficient approach;
  • Able to contribute and deliver high-end dedicated service in a dynamic work environment;
  • Proficiency in spoken and written English and Chinese, excellent in Putonghua is preferred.

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More job information
Salary
Benefits
  • 5-day week
  • Medical plan
Job Function
Location
  • Central
Industry
Employment Term
  • Full-time
Experience
  • 5 years
Career Level
  • Senior management level
Education
  • Degree