Main responsibilities:

• Relationship building with family office professionals, ultra-high net worth individuals, and intermediaries
• Act as the primary point of contact for all managed clients
• Identify prospective clients and after identifying a prospect’s needs, engage internal resources and expertise to develop and close these opportunities
• Monitor clients’ portfolios on a regular basis to identify additional business opportunities and revenue growth potential
• Acquire new customers through sales and marketing activities and identifying potential business opportunities for sustainable business growth

Qualifications:

• Bachelor's degree in Finance, Business or related discipline
• Proven track record of relationship management experience involving equities, bonds for UHNW individuals, family offices and corporates
• Client facing and sales/distribution experience in private wealth management, family office, external asset manager
• Capability of managing long-term relationships and initiating and cultivating new client relationships
• Excellent communication and presentation skills in English and Mandarin/Cantonese
• Excellent knowledge of investment products including equities and bond

Data collected will be used for recruitment purposes only. Personal data provided by job applicants will be used strictly in accordance with the Personal Data (Privacy) Ordinance. We regret that only the shortlisted candidates will be notified.

For more information about this role, please contact Dohee Kim with your resume at +852 5424 6512 or [via CTgoodjobs Apply Now]

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