DIRECTOR, RELATIONSHIP MANAGER, WEALTH MANAGEMENT
- Well Establish Multi Family Office
- Excellent Opportunity
Our client is a well-established multi-family office which provides services to private clients and their families, trusts and financial intermediaries, as well as institutions. With a determination to boost their client base across the Asia Pacific Region, they now invite outstanding candidates to join their company.
You will be responsible for business development and bring in new pool of HNW clients. As part of the role, you will need to understand clients' needs in wealth planning, provide active investment advice to manage and maintain their investment portfolios to maximize the portfolio performance consistent with the client’s investment objectives and risk tolerance levels.
To be considered, you will be a university graduate with minimum of 8years relevant sales experience in a private bank, securities/brokerage firm, EAM/Multi-family offices, etc. You should have a well-established client base and a proven track record in serving HNW clients in Asia (i.e. HK, China, TW, SG, etc.). Lastly, familiarity with different asset classes, insurance and investment products across asset classes, alternative investments (i.e. crypto, private equity, etc.) would be required together with excellent interpersonal and communication skills.
Interested applicants should send a detailed resume to Michelle Ho by email to This email address is being protected from spambots. You need JavaScript enabled to view it. quoting reference 4817.
(Applicants not contacted within 4 weeks should consider their application unsuccessful.)