Business Development Manager, External Asset Management (Licensed Corporation)

Hong Kong Job Consulting; Hong Kong; On-site; HKD 900,000 - 1,600,000; Full time

Job summary

A newly-established Asset Management Firm is seeking a Business Development Manager for External Asset Management (Licensed Corporation). The role focuses on servicing high-net-worth clients, developing new business opportunities, and coordinating with the management team to optimize investment portfolios and grow AUM.

The ideal candidate will have a minimum of 5 years in portfolio management for HNW or institutional clients, with a broad HNW client base and experience in EAM advantageous.

Qualifications

• Experience in portfolio management with HNW or institutional clients.
• Strong client-facing sales skills and relationship-building abilities.
• Proficiency in both spoken and written English and Chinese.

Responsibilities

• Provide overseas private banking service to high-net-worth clients and analyze investment needs.
• Explore and develop new business opportunities and pitches with business channels.
• Collaborate with the financial management team to ensure viability of portfolios and maximize clients’ AUM.
• Build and maintain relationships with high-net-worth clients and institutional investors.

Skills

Portfolio management

HNW client development

Sales skills

Communication skills

English & Chinese

Job description

Business Development Manager, External Asset Management (Licensed Corporation)

Job Openings Business Development Manager, External Asset Management (Licensed Corporation)

About the job Business Development Manager, External Asset Management (Licensed Corporation)

Business Development Manager, External Asset Management (Licensed Corporation)

A newly-established Asset Management Firm with SFC RA4 & 9 is looking for a Private Banking and EAM Relationship Manager.

Responsibilities:

• § Provide oversea private banking service to the high-net worth clients, analyze customers investment needs, and provide all-round personalized financial management service
• § Explore and develop new business opportunities and pitching with business channels
• § Collaborate with the financial management team to ensure viability of investment portfolios and maximize clients equity and companys AUM
• § Build up and maintain business relationships with the portfolio of high-net worth clients & institutional investors

Requirements:

• § Minimum 5 years experience in portfolio management serving HNW individual or institutional clients, preferably from private banking or wealth management companies; experience in EAM is an advantage;
• § Should have a broad HNW client base with managing equity not less than USD80 million;
• § Strong sales skills, client oriented, with good interpersonal and communicational skills;
• § Proficient in both spoken and written English and Chinese.