Inheliance Asset Management Limited is an independent Asset Managment Company servicing high and ultra high-net-worth clients. Working hand-in-hand with our group companies in China which specialize in law, tax and trust advisory, incl CRS & FATCA treaty, we assist our clients in achieving their asset management goals and as well as weath protection and succession. We are determined to putting our clients in the center and focusing on long-term relationship. Please visit our website at www.inhetrust.com for more information.
- Develop and maintain client relationship by offering client-centric solutions
- Assist the Managing Director in growing AUM and revenue
- Understand the market trend and being knowledgeable in latest investment products and services
- Work with hightest ethical and compliance standard in accordance to relevant laws and regulations
- Take on ad-hoc tasks assigned by Management
- Strong sense of fiduciary duty towards the clients
- Over 5 years of client servicing experience from private banking, wealth management or insurance sector
- Have an exisitng client base
- Proven track record in client development
- Strong knowledge in financial markets and products
- A team player with high level of commitment and self-motivation
- Strong language skils in English, Mandarin and Cantonese
- Degree holder in banking and finance or related fields
- Existing RO or EO license is a big plus
Applicants with strong leadership will be considered for Head of Client Relationship position with additonal managerial responsibilities. We offer flexible compensation packages.