Reporting to the Asia Head of Wealth Management, you will be responsible for proactively managing and developing relationships with potential UHNW clients in Greater China to build up AUM and continuously generate revenues through offering a variety of financial services such as Funds, Equities, Bonds, Structured Products, Insurance etc. You should fully understand the client’s needs and objectives. Manage and monitor client accounts on an ongoing basis in order to understand changing investment needs and objectives and to coordinate portfolio solutions based on their risk tolerance and investment preference.
To be considered, you should have 10+ years of experience managing or building up a wide and solid client network in Greater China with proven track record. You should have a good knowledge of financial products and market updates. Excellent communication and interpersonal skills are required. Excellent verbal and written communication skills in Mandarin and English are a must.
To apply for this job
Contact: Bryan Lim quoting job ref: VSA-2205
Telephone: 852 - 2525 8820
Email: blim@valuesearchasia.com