關係經理 – (最高$110K+獎金，高級/團隊領導角色可能)

<p>Senior candidates may be considered for the Team Lead role<br><br><strong>Responsibilities</strong></p><ul><li>Provide quality service to address clients’ needs, including financial solutions and regular market updates</li><li>Provide strategic investment advice aligned with client goals and risk profiles</li><li>Customize portfolios across funds, equities, and other assets</li><li>Acquire and manage High Net-Worth Individuals, maintain long-term relationships</li><li>Conduct financial mapping and analyse risk, allocation, horizon, and liquidity</li><li>Actively monitor clients’ AUM, execute timely buy/sell/hold decisions, and drive AUM growth and revenue</li><li>Ensure compliance with regulations and internal policies</li></ul><p></p><p><strong>Qualifications & Requirements</strong></p><ul><li>5–10 years of experience in wealth management</li><li>Proven client relationship management</li><li>Good product knowledge of funds, equities, margin financing, insurance, structured products</li></ul>