Executive Director, Relationship Manager

Responsibilities

·       Cultivate and deepen trusting long term relationships with new and existing U/HNW individuals

·       Identify prospects within the relevant market and use market knowledge to actively acquire new clients

·    Introduce clients to a wide range of products/investment opportunities based on their suitability and responsible for the success of delivery Nomura’s solutions to clients

·       Ensure complete KYC, call reports and documentation for all clients

·       Assist in new business/product development and work with products and service specialists in order to best serve client needs

·       Contribute to the bottom-line of Wealth Management through the accomplishment of revenue and AUM target

·    Comply with bank and regulatory requirements and all applicable money laundering prevention procedures both in Hong Kong/Singapore and in the specific geographical area    

Requirements

• Minimum Degree in Business or Finance
• Minimum 8 years’ experience in wealth management, private banking with a focus on high-net-worth clients.
• Minimum 8 years’ experience in providing personalized investment advice, financial planning services, including asset allocation, risk management, and estate planning for High-Net-Worth or Ultra-High-Net-Worth clients
• Strong understanding of financial markets, asset classes, products and services
• Proven track record of achieving sales targets and managing client relationships effectively
• Strong ability to acquire new clients through referrals, own network and the active prospecting of high net worth and ultra-high net worth individuals.
• Excellent client relationship management skills, communication and influencing skills with both internal and external stakeholders
• High level of professional and personal integrity, ensuring all work activities meet the high compliance standards of the Bank and are performed in line with internal and external guidelines and regulatory policies
• Drive to succeed and ability to work independently and as a team

Job Title:                     Executive Director, Relationship Manager

Corporate Title:           Executive Director

Division:                      International Wealth Management

Location:                     Hong Kong

Licensed:                     Yes

 

Nomura Overview 

Nomura is a global financial services group with an integrated network spanning over 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Retail, Wholesale (Global Markets and Investment Banking), and Investment Management. Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com.

Department Overview

Nomura's International Wealth Management department offers unparalleled financial services and solutions to high-net-worth individuals and families globally. Our dedicated team of experts provides personalized advice and tailored strategies to help clients achieve their financial goals and preserve their wealth. With a comprehensive range of investment products and a commitment to exceptional client service, we are proud to be a trusted partner in navigating the complexities of the global financial landscape.

Role Description

The Relationship Manager will be responsible for managing a portfolio of high-net-worth clients, providing tailored investment strategies, and enhancing client satisfaction through exceptional service.

Nomura Competencies

·       Explore Insights & Vision: Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future. 

·       Making Strategic Decisions: Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations. 

·       Inspire Entrepreneurship in People: Inspire team members through effective communication of ideas and motivate them to actively enhance productivity. 

·       Elevate Organizational Capability: Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing.  

·       Inclusion: Respect DEI, foster a culture of psychological safety in the workplace and cultivate a "Risk Culture" (Challenge, Escalate and Respect). 

Diversity Statement

Nomura is committed to an employment policy of equal opportunities, and is fundamentally opposed to any less favourable treatment accorded to existing or potential members of staff on the grounds of race, creed, colour, nationality, disability, marital status, pregnancy, gender or sexual orientation. 

DISCLAIMER: This Job Description is for reference only, and whilst this is intended to be an accurate reflection of the current job, it is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. The management reserves the right to revise the job and may, at his or her discretion, assign or reassign duties and responsibilities to this job at any time.

 

Nomura is an Equal Opportunity Employer