Relationship Manager, CC, GSA

Overview

We are seeking an experienced Relationship Manager to support the relationship management needs of the distribution business in Asia for our Global Wealth Management team, based either in Hong Kong or Singapore. This individual will work closely with Business Development Managers on our distribution clients, driving cross‑sell opportunities and delivering exceptional service. This role is designed to provide interim coverage within the team, with an expected start from mid‑September for a period of 6 months.

Responsibilities

• Lead engagements with clients to understand their investment and servicing needs, including discussing portfolios, providing high level service expertise, and hosting client meetings.
• Cultivate and execute cross‑sell opportunities.
• Partner with Business Development Managers on shared accounts, analyzing performance data, investment characteristics, and risk profiles of client portfolios, and attending p...