As a Vice President / Associate Client Advisor in the Hong Kong Intermediary Business, you'll be at the forefront of engaging with established clients and pioneering new ways to expand our client base. Leverage our cutting-edge technology and CRM systems to identify opportunities and deliver groundbreaking solutions. We are committed to conducting 'first class business in a first class way,' and we expect you to embody this ethos in every interaction.
Job responsibilities
- Cultivate and strengthen business partnerships to drive sales and asset growth, ensuring the retention of assets across the Private Bank channel in Asia.
- Develop and sustain relationships with key decision-makers, gatekeepers, and influencers. Execute fund onboarding and maximize fundraising on client platforms.
- Analyze industry trends and translate them into actionable business opportunities.
- Prepare comprehensive business reports, manage business agreements, and represent the team effectively across various internal platforms.
- Collaborate to achieve overarching business objectives, including sales targets and key performance indicators.
Required qualifications, capabilities, and skills
- 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
Preferred qualifications, capabilities, and skills
- Professional qualification in CFA