Job Description
Introducing Your New Company
As an esteemed Private Wealth Management company at the forefront of Asia, this organization stands as a premier choice for HNW, Family Offices and Wealth Advisory Services. With a focus on in the Asia Pacific region, they are currently seeking skilled a Partnership Manager to join their team.
Your New Role
Working closely within the business development team, you will be responsible for overseeing relationship management and client experience with HNW clientele.
- Relationship Management: Work closely with Business Development Directors to drive portfolio growth across Asia Pacific Markets
- Provide advisory and consultation on tax, financial, estate planning and more
- Client Onboarding: Facilitate a smooth onboarding process for clients, providing guidance and support throughout their journey.
Your Background
To excel in this role, you should possess a minimum of 7+ years of demonstrated success working with HNW customers, with a strong technical expertise and advisory skills
- Experienced within Accounting, Tax or Trusts in Big Four or Accounting Firm
- Excellent communications and presentation with corporate clients or family offices
- Prior exposure within consulting firms will be an advantage
- Fluency in English, Cantonese & Mandarin
What You'll Receive in Return
This presents an excellent opportunity for career advancement, regional exposure and working closely with APAC senior management.
Start Your Search Now
If you meet the qualifications mentioned above or are interested in similar opportunities, please contact The Upside Group.