EAM Private Banker, Hong Kong
Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry.
Redstone Private Banking Search are currently working with an expanding Asset Management company that are going through a rapid growth stage across their Asian operations. The EAM are looking for experienced private bankers to expand their coverage of HNW/UHNWI from their Hong Kong base but are open to the right person working remotely Key Responsibilities / Tasks
Key Qualifications / Experience
- Responsible for developing and maintaining a portfolio of HNW/UHNW clients with a focus on the Asian Market in particular Hong Kong, China, Taiwan, Singapore.
- Create sales and marketing strategies designed to generate revenue growth and to on-board new clients.
- Ensure financial strategies are kept updated and appropriately aligned with client objectives and goals.
- Present and communicate to clients and prospective client's complex financial concepts and investment strategies in a way that is easily understandable.
- Create and implement a wealth management strategy designed to strengthen relationships with existing clients.
- 3-5 Years minimum industry experience in dealing with a large Asian dominant portfolio of at least USD 100 MM.
- Established client base with existing transferrable AUM and able to grow existing portfolio, with 60-70% of candidates key clients being from China, Hong Kong and Taiwan.
- SFC Licensed and CWM or other designation a bonus.
- Language skills - English, Mandarin (preferred), Cantonese (preferred).
- Comply with all regulatory policies and control procedures regarding client transactions and suitability. Ensure clients are on-boarded appropriately including all required documentation is complete and accurate.