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Assistant Relationship Manager – Wealth Management

LCA Solutions Limited Hong Kong
Posted 7 days ago Permanent Negotiable
F
Posted by
Felix Wong
Chief Operating Officer

Looking for the next logical step in your career?

Join our Award Winning, Multi Family Office Boutique, started in 2010 by passionate veterans of the Private Banking Industry. 

As we expand our operations, we are looking to add an Assistant Relationship Manager/Jr Relationship Manager to our Wealth Management team.

If you are an experienced assistant relationship manager or a Junior Private Banker with a potential book of clients and an entrepreneurial spirit and are looking to focus on servicing the broader needs of a limited number of clients, then contact us.

As a "One Stop Solution Centre", we aim to service the families’ traditional wealth management needs but also provide corporate advisory solutions for their family business as well as consultancy needs for all their other issues.

Our wide range of services include advisory or discretionary mandates on liquid investments, direct investment opportunities to attract the interest and nurture the entrepreneurial spirit of the next Gen as well as traditional corporate advisory solutions to either expand the family business by sourcing acquisition targets or strategic investors or monetizing the family business enabling it to expand its family legacy.

We also provide our clients with a forum to source answers to the numerous non-financial issues they face (succession, legal structuring, family governance, overall review and advice etc.) for which we offer consultancy services in order for them to adequately address these issues.

If interested, visit our website www.lcasolutions.asia for a better understanding of who we are and get in contact with us.

 

Responsibilities:

  • Your time will be allocated to accurately and efficiently servicing existing or new clients of the firm:

       ►Daily duties would include taking and placing investment orders, maintaining trade                 blotters, dealing with remittance instructions, account documentation and other                         administrative and market related duties from various stakeholders.

 

Opportunity:

  • Mentoring benefits by direct access and daily Interaction with 30-year Senior industry veterans.
  • Small team atmosphere, with multi-Cultural team members, serving international clients with a “One Stop Solution” approach and a “can do” attitude.
  • Competitive compensation and benefits in line with industry
  • Nice working environment located in Central with appropriate tools such as Bloomberg, Reuters and Morning Star data bases.
  • As a boutique, we focus on servicing a wide range of the needs of a limited number of clients which enables you to have enough time to efficiently understand and service them.
  • Operate out of Hong Kong but Also ASIC approved for Australia while our custodian banks can be in booking centers all over the world.

 

Expectations:

  • 5 years’ relevant work experience directly servicing clients in either a Private Bank, Multi Family Office or Wealth Management company.
  • Sound knowledge of private banking/wealth management products, procedures and services.
  • Qualified to work in Hong Kong with appropriate qualification for SFC/HKMA licenses for Regulated Activities such as Type 1, 4 or 9.
  • Bachelor’s degree or above
  • Self-motivated, able to deliver with a strong marketing and customer focused mindset.
  • Excellent English, Cantonese and Mandarin communication skills with additional Japanese proficiency being a plus.

Interested candidates, please send an updated CV to enquiries@lcasolutions.asia.

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