Account Manager – Private Wealth (Key Account)

About the role

We are looking for an Account Manager to serve high‑net‑worth (HNW) clients in our Private Wealth division. You will be responsible for delivering a premium service experience, growing assets under management and promoting our brokerage and wealth‑management solutions.

Key responsibilities

• Manage an assigned book of HNW clients, ensuring high levels of service and satisfaction.
• Achieve KPIs related to AUM growth, revenue targets and acquisition of new HNW clients.
• Develop and execute personalized wealth‑management strategies aligned with client investment objectives.
• Promote and cross‑sell brokerage products, equities, mutual funds, structured products, derivatives and private banking services.
• Monitor client portfolios, provide performance reporting and market updates.
• Identify opportunities to increase client assets and revenue.
• Collaborate with research, operations and compliance teams to ensure seamless transaction execution.
• Participate in client meetings, events and relationship‑building initiatives.

Required profile

• Bachelor’s degree in finance, economics, business or related field; CFA/FRM/CMFAS a plus.
• 3+ years of relevant experience preferred; highly motivated fresh graduates are also encouraged.
• Exposure to HNW/UHNW client networks is an advantage.
• Professional, client‑focused, proactive and eager to grow in wealth management.
• Mandarin language skills preferred.

Required skills

• Familiarity with financial products such as equities, futures/options and wealth‑management solutions.
• Proficiency in CRM systems.
• Strong command of Microsoft Office applications.