Relationship Manager (Mandarin Speaking, £45K, Investment Management, London)

Relationship Manager

We have an exciting opportunity for a Relationship Manager role in a London based Investment Management company. The firm is the UK’s premier asset management organisation, with a primary focus on helping ultra-high net worth individuals and private equity funds safeguard and increase their fortune through creative and smart asset allocation.

As a Relationship Manager, you will be responsible for establishing and maintaining client relationships, offering advice on a comprehensive variety of financial products and services suited to the sophisticated interests of affluent, HNWI, and UHNWI customers.

Job Requirements

• Outstanding communication skills in both Mandarin and English.
• Work exposure as relationship manager for Chinese HNW/UHNW investors is preferred.
• Candidates who already have a client base are preferred.
• A strong interest in wealth management, as well as a thorough understanding of global financial markets and current events.
• Demonstrated history of acquiring new clients and maintaining strong connections with existing ones.
• Think strategically, be proactive, and operate as an entrepreneur to enhance the firm’s visibility inside the target market by doing business development and marketing to find new opportunities for growth and customer acquisition.
• A team member with the greatest professional ethic and norms, who is proactive, inventive and can work well under pressure.
• RDR level 4 qualification is desired, as is CF30 certification.
• Excellent oral and written communication skills, as well as the ability to plan and prioritise assignments.
• Excellent understanding of Microsoft Office, Excel, and PowerPoint.

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