EAM/ Investment Planning / Insurance Planning/ Wealth Management / Portfolio Management/ Business Development Manager

• Provide the full suite of wealth management and banking services to high net-worth individual clients
• Strong desire of self-improvement and learn from experiences
• Good communication, interpersonal, analytical and relationship management skills
• Monitor clients' portfolios on a regular basis to identify additional business opportunities and revenue growth potential
• Customize portfolio proposals for clients through allocation of client funds into products across fund, equity and other asset classes.
• Perform investment portfolios analysis, monitor the performance and make necessary recommendation on portfolio asset allocation
• Conducting financial mapping of clients to analyze key parameters including risk profile, asset allocation, investment horizon and liquidity needs.
• Work closely with other departments, to identify cross-selling opportunities and bring all relevant products and services to our clients
• Solid product knowledge (eg, funds, equities, margin financing, insurance, structured product)
• Implement and improve the quantitative analysis processes in the generation of comprehensive investment ideas, trade execution, and advanced strategies for High Net worth & Ultra High Net Worth (UHNW) clients in Asia, including individuals, family offices, etc.

Job Requirements:

• Good skill in client relationship, credit assessment and communication
• Solid understanding of investment products and strategy for UHNW clients
• Self Starter/Entrepreneurial for business developments
• Excellent interpersonal skills
• Effective communication skills in Chinese, English and Mandarin (depending on the market coverage)
• Strong sales orientation and ability to work under pressure
• Strong desire of self-improvement and learn from experiences
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
• Passes in the HKSI licensing examinations
• Minimum 5+ years experience, with good knowledge of investment products
• CFP/CFA not required but preferred

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