Relationship Manager (Family Office)

<p><strong>Key Responsibilities</strong></p><ul><li><p><strong>Client Consultation:</strong> Engage with clients, understand their financial objectives, and assist in crafting personalized investment strategies.</p></li><li><p><strong>Portfolio Management:</strong> Support investment advisors in monitoring, analyzing, and optimizing wealth portfolios.</p></li><li><p><strong>Market Research & Insights:</strong> Conduct research on financial markets, trends, and opportunities to provide strategic recommendations.</p></li><li><p><strong>Collaborative Financial Solutions:</strong> Work alongside legal, tax, and investment specialists to offer holistic wealth management services.</p></li><li><p><strong>Professional Development:</strong> Receive mentorship and hands-on training to develop expertise in private wealth advisory and financial strategies.</p></li></ul><p></p><p><strong>Qualifications & Skills</strong></p><ul><li><p>Bachelor's degree in any discipline—Finance-related studies <strong>not required</strong> . </p></li><li><p>Strong interpersonal and communication skills to engage with clients. </p></li><li><p>Analytical mindset with a keen interest in investment and financial planning. </p></li><li><p>Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).</p></li><li><p> Fluent in English; Mandarin and/or Cantonese are a plus.</p></li></ul>