CrawlJobs Logo

Client Relations Manager - High Net Worth

https://www.randstad.com Logo

Randstad

Location Icon

Location:
Hong Kong , Hong Kong

Category Icon
Category:
Insurance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Responsibility:

  • Prepare high-quality presentation materials for client meetings, internal reviews, and external engagements
  • Build and maintain strong relationship with all key stakeholders (Consultants as well as private bankers and clients)
  • Arrange and conduct the Customer Policy Annual Review, following up requests from customers and internal departments to ensure quality and efficient service deliverables
  • Assist in gathering relevant information and documentation from clients and referral partners
  • Coordinate with the Sales Operations Team and other third parties to manage application timelines and requirements

Requirements:

  • A Diploma or Degree in Business Administration, Finance, Marketing, or a related field
  • At least 4 years of experience in a support, coordination, or client service role, preferably within the insurance or financial services industry
  • Good command of both English and Chinese
  • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word)

Additional Information:

Job Posted:
December 26, 2025

Expiration:
January 18, 2026

Employment Type:
Fulltime
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Client Relations Manager - High Net Worth

Citigold Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 6 to 10 (or more) years of experience in wealth management or a related field, serving high-net-worth clients
  • Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development
  • Ideally with experience managing high-net-worth clients residing in these markets
  • Strong understanding of North Asian culture and practices
  • Fluent in Mandarin/ Cantonese as well as English
  • Proven track record of success in business development and client relationship management
  • Deep understanding of financial markets, investment strategies, and wealth planning principles
  • Strong analytical, communication, and interpersonal skills
  • Ability to work independently and as part of a team
  • Mandatory certifications as required for advising on and selling financial products
Job Responsibility
Job Responsibility
  • Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
  • Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs
  • Conduct regular portfolio reviews, communicate market insights, and proactively address client inquiries
  • Identify and pursue new business opportunities within the high-net-worth segment
  • Leverage existing networks and referrals to expand the client base
  • Partner with internal specialists (e.g., investment counselors, wealth planners, FX specialists) to provide clients with comprehensive financial solutions
  • Stay abreast of market trends, economic developments, and investment opportunities
  • Provide clients with informed perspectives and recommendations
  • Organize and host client events to foster relationships and provide valuable market insights
  • Ensure that KYC/AML and other compliance norms are strictly adhered to
  • Fulltime
Read More
Arrow Right

Citigold Client Advisor

Strategic partner for high-net-worth individuals delivering comprehensive wealth...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2 to 5 (or more) years of experience in wealth management or related field serving high-net-worth clients
  • Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development
  • Experience managing high-net-worth clients residing in North Asian markets
  • Strong understanding of North Asian culture and practices
  • Fluent in Mandarin and English
  • Ability to travel
  • Proven track record of success in business development and client relationship management
  • Deep understanding of financial markets, investment strategies, and wealth planning principles
  • Strong analytical, communication, and interpersonal skills
  • Ability to work independently and as part of a team
Job Responsibility
Job Responsibility
  • Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
  • Cultivate and strengthen relationships with high-net-worth clients as primary point of contact
  • Conduct regular portfolio reviews and communicate market insights
  • Identify and pursue new business opportunities within high-net-worth segment
  • Partner with internal specialists to provide comprehensive financial solutions
  • Stay abreast of market trends and economic developments
  • Organize and host client events
  • Ensure KYC/AML and compliance norms are strictly adhered to
  • Appropriately assess risk when making business decisions
  • Fulltime
Read More
Arrow Right

Cpc Client Advisor

The Citigold Private Client (CPC) Client Advisor is a strategic partner for high...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10+ years of experience in wealth management or a related field, serving high-net-worth clients
  • Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development
  • Ideally with experience managing high-net-worth clients residing in these markets
  • Strong understanding of North Asian culture and practices
  • Fluent in Mandarin/Cantonese as well as English
  • Proven track record of success in business development and client relationship management
  • Deep understanding of financial markets, investment strategies, and wealth planning principles
  • Strong analytical, communication, and interpersonal skills
  • Ability to work independently and as part of a team
  • Mandatory certifications as required for advising on and selling financial products
Job Responsibility
Job Responsibility
  • Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
  • Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs
  • Conduct regular portfolio reviews, communicate market insights, and proactively address client inquiries
  • Identify and pursue new business opportunities within the high-net-worth segment
  • Leverage existing networks and referrals to expand the client base
  • Partner with internal specialists to provide clients with comprehensive financial solutions
  • Stay abreast of market trends, economic developments, and investment opportunities
  • Provide clients with informed perspectives and recommendations
  • Organize and host client events to foster relationships and provide valuable market insights
  • Ensure that KYC/AML and other compliance norms are strictly adhered to
  • Fulltime
Read More
Arrow Right

CPC Client Advisor

The Citigold Private Client (CPC) Client Advisor is a strategic partner for high...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10+ years of experience in wealth management or a related field, serving high-net-worth clients
  • Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development
  • Strong understanding of North Asian culture and practices
  • Fluent in Mandarin/Cantonese as well as English
  • Proven track record of success in business development and client relationship management
  • Deep understanding of financial markets, investment strategies, and wealth planning principles
  • Strong analytical, communication, and interpersonal skills
  • Ability to work independently and as part of a team
  • Mandatory certifications as required for advising on and selling financial products
Job Responsibility
Job Responsibility
  • Strategic Wealth Management: Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
  • Relationship Management: Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs
  • Business Development: Identify and pursue new business opportunities within the high-net-worth segment
  • Collaboration: Partner with internal specialists to provide clients with comprehensive financial solutions
  • Market Analysis: Stay abreast of market trends, economic developments, and investment opportunities
  • Client Events: Organize and host client events to foster relationships and provide valuable market insights
  • Compliance, Risk & Controls: Ensure that KYC/AML and other compliance norms are strictly adhered to
  • Fulltime
Read More
Arrow Right

Citigold Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2 to 5 (or more) years of experience in wealth management or a related field, serving high-net-worth clients
  • Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development
  • Strong understanding of North Asian culture and practices
  • Fluent in Mandarin/Cantonese as well as English
  • Proven track record of success in business development and client relationship management
  • Deep understanding of financial markets, investment strategies, and wealth planning principles
  • Strong analytical, communication, and interpersonal skills
  • Ability to work independently and as part of a team
  • Mandatory certifications as required for advising on and selling financial products
Job Responsibility
Job Responsibility
  • Strategic Wealth Management: Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
  • Relationship Management: Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs
  • Business Development: Identify and pursue new business opportunities within the high-net-worth segment
  • Collaboration: Partner with internal specialists to provide clients with comprehensive financial solutions
  • Market Analysis: Stay abreast of market trends, economic developments, and investment opportunities
  • Client Events: Organize and host client events to foster relationships and provide valuable market insights
  • Compliance, Risk & Controls: Ensure that KYC/AML and other compliance norms are strictly adhered to
  • Fulltime
Read More
Arrow Right

Citigold Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 6 to 10 (or more) years of experience in wealth management or a related field, serving high-net-worth clients
  • Familiarity with Islamic finance principles and products
  • Knowledge of local regulatory requirements for wealth management in the UAE/Middle East
  • Existing network of HNWI contacts in the region
  • Deep understanding of financial markets, investment strategies, and wealth planning principles, with knowledge of regional investment preferences and regulations
  • Strong analytical, communication, and interpersonal skills, with cultural sensitivity and awareness of local customs
  • Ability to work independently and as part of a team in a multicultural environment
  • Fluency in regional languages are a plus
  • Proven track record of success in business development and client relationship management
  • Mandatory certifications as required for advising on and selling financial products
Job Responsibility
Job Responsibility
  • Strategic Wealth Management: Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
  • Relationship Management: Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs. Conduct regular portfolio reviews, communicate market insights, and proactively address client inquiries
  • Business Development: Identify and pursue new business opportunities within the high-net-worth segment. Leverage existing networks and referrals to expand the client base
  • Collaboration: Partner with internal specialists (e.g., investment counselors, wealth planners, FX specialists) to provide clients with comprehensive financial solutions
  • Market Analysis: Stay abreast of market trends, economic developments, and investment opportunities. Provide clients with informed perspectives and recommendations
  • Client Events: Organize and host client events to foster relationships and provide valuable market insights
  • Compliance, Risk & Controls: Ensure that KYC/AML and other compliance norms are strictly adhered to
What we offer
What we offer
  • Extensive on-the-job training and exposure to senior leaders
  • More traditional learning
  • Opportunity to give back and make a positive impact through volunteerism
  • Fulltime
Read More
Arrow Right

Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 6 to 10 (or more) years of experience in wealth management or a related field, serving high-net-worth clients
  • Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development
  • Strong understanding of North Asian culture and practices
  • Fluent in Mandarin/Cantonese as well as English
  • Proven track record of success in business development and client relationship management
  • Deep understanding of financial markets, investment strategies, and wealth planning principles
  • Strong analytical, communication, and interpersonal skills
  • Ability to work independently and as part of a team
  • Mandatory certifications as required for advising on and selling financial products
Job Responsibility
Job Responsibility
  • Strategic Wealth Management: Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
  • Relationship Management: Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs
  • Business Development: Identify and pursue new business opportunities within the high-net-worth segment
  • Collaboration: Partner with internal specialists to provide clients with comprehensive financial solutions
  • Market Analysis: Stay abreast of market trends, economic developments, and investment opportunities
  • Client Events: Organize and host client events to foster relationships and provide valuable market insights
  • Compliance, Risk & Controls: Ensure that KYC/AML and other compliance norms are strictly adhered to
  • Fulltime
Read More
Arrow Right

Citigold Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 1-3 years (or more) of relevant experience in wealth management or a related field, serving high-net worth clients
  • Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development
  • Ideally with experience managing high-net-worth clients residing in these markets
  • Strong understanding of North Asian culture and practices
  • Fluent in Mandarin/Cantonese as well as English
  • Proven track record of success in business development and client relationship management
  • Deep understanding of financial markets, investment strategies, and wealth planning principles
  • Strong analytical, communication, and interpersonal skills
  • Ability to work independently and as part of a team
  • Mandatory certifications as required for advising on and selling financial products
Job Responsibility
Job Responsibility
  • Strategic Wealth Management: Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
  • Relationship Management: Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs. Conduct regular portfolio reviews, communicate market insights, and proactively address client inquiries
  • Business Development: Identify and pursue new business opportunities within the high-net-worth segment. Leverage existing networks and referrals to expand the client base
  • Collaboration: Partner with internal specialists (e.g., investment counselors, wealth planners, FX specialists) to provide clients with comprehensive financial solutions
  • Market Analysis: Stay abreast of market trends, economic developments, and investment opportunities. Provide clients with informed perspectives and recommendations
  • Client Events: Organize and host client events to foster relationships and provide valuable market insights
  • Compliance, Risk & Controls: Ensure that KYC/AML and other compliance norms are strictly adhered to
What we offer
What we offer
  • Equal opportunity employer
  • Compliance with applicable laws, rules, and regulations
  • Fulltime
Read More
Arrow Right
Welcome to CrawlJobs.com
Your Global Job Discovery Platform
At CrawlJobs.com, we simplify finding your next career opportunity by bringing job listings directly to you from all corners of the web. Using cutting-edge AI and web-crawling technologies, we gather and curate job offers from various sources across the globe, ensuring you have access to the most up-to-date job listings in one place.