
Asset Management - Hong Kong Intermediary Business, Client Advisor - Vice President / Associate
- 中西區
- 長期
- 全職
- Cultivate and strengthen business partnerships to drive sales and asset growth, ensuring the retention of assets across the Private Bank channel in Asia. (Strategic Growth)
- Develop and sustain relationships with key decision-makers, gatekeepers, and influencers. Execute fund onboarding and maximize fundraising on client platforms. (Relationship Building)
- Analyze industry trends and translate them into actionable business opportunities. (Industry Insight)
- Prepare comprehensive business reports, manage business agreements, and represent the team effectively across various internal platforms. (Leadership & Collaboration)
- Collaborate to achieve overarching business objectives, including sales targets and key performance indicators. (Team Success)
- 6+ years of established track record in financial industry, with strong relationships with key clients
- Deep understanding of Funds and Private Banking industry, clients and competition landscape; extensive market and product knowledge
- Excellent product knowledge across alternative investments, equities and fixed income
- Drive for Achievement: proven track record of in a financial sales environment; outstanding energy and results-oriented
- People and Relationship Management: build and manage relationships across organization and with clients
- Strong fiduciary and risk & control mindsets, with high standard of integrity
- Excellent communications in English and Cantonese are essential requirement for the client coverage
- Professional qualification in CFA