Job Description
Our client, a Canadian Banking Group, is now looking an experienced candidate to join their expanding team:
Responsibilities
•Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and contacts.
•Bring in AUMs and generate revenue in order to meet assigned AUM and Revenue targets.
•Actively involve in prospecting and acquiring new HNW or Ultra HNW clients, cultivate prospect lists and actively convert them into clients and deepen relationships.
•Understand each client’s wealth objectives and investment requirements.
•Work in close partnership with Investors in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities.
•Maintaining client relationships, answering clients’ enquiries, day-to-day account operations.
•Update clients regularly on markets, portfolio performance, investments opportunities, and risks.
•May require regular travel into coverage regions to foster relationships.
•Work with junior team members in preparing presentations and proposals, and send out various proposal items to clients on request.
•Keep track of Clients, AUMs and Revenues using our internal systems; periodic calculation of account performance.
•Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies.
•Oversee private client relationships by providing strategic advice based on each client’s wealth objectives. Provide access to specialists and manage clients’ investment portfolios.
•Responsible for working with other team members on client sponsorship / Know Your Client.
Requirements
•University degree holder and / or with 8 - 10 years of professional experience in a similar capacity.
•Fluency in English required with Mandarin and / or Cantonese a definite plus.
•Strong presentation skills, an excellent communicator with client facing experience a definite advantage.
•Strong understanding of the needs and sensitivities of clients (private individuals and families).
•Proven track record on investment sales and / or relationship management performance.
•Able to work under minimal supervision; adaptable to work in demanding environment.
•Detail-oriented and results-focused.
•Strong knowledge of local regulatory policies and guidelines.
•Strong knowledge of relevant financial markets and instruments.
•Appropriate local regulatory qualification and licenses.
Interest parties please visit http://www.rgf-hragent.asia/en/hongkong/
All information received will be kept in strict confidential and only for recruitment purpose.