PRIVATE BANKERS

Value Search Asia Limited; Hong Kong; Vor Ort; HKD 900.000 - 1.200.000; Vollzeit

Zusammenfassung

Value Search Asia Limited in Hong Kong is assisting leading Wealth Managers and Private Banks to expand their client coverage. We seek Relationship Managers or Private Bankers with a solid track record to build UHNW client relationships in Hong Kong or Singapore and drive AUM growth through Funds, Equities, Bonds, Structured Products, and insurance.

You must understand client needs, manage accounts, and coordinate portfolio solutions aligned with risk tolerance and investment preferences.

Qualifikationen

• 8+ years of experience in managing and building up a wide client network.
• Good knowledge of financial products and market updates is a plus.
• Excellent communication and interpersonal skills.

Aufgaben

• Proactively manage and develop relationships with potential UHNW clients to build AUM and generate revenues.
• Coordinate portfolio solutions based on risk tolerance and investment preferences and monitor client accounts.

Kenntnisse

Client relationship management

Wealth management

Business development

Jobbeschreibung

• You should fully understand the client’s needs
• Successful candidates should have 8+ yrs of exp
• Manage and monitor client

• MD / ED Levels
• Strong client acquisition, retention, and business development skills

We are assisting multiple reputable Wealth Managers and Private Banks to expand their presence in Hong Kong and Singapore. They are earnestly looking for individuals and/or a team of Relationship Managers / Private Bankers with solid track record to join their organization in Hong Kong or Singapore.

You will be responsible for proactively managing and developing relationships with potential UHNW clients to build up the AUM and continuously generate revenues through offering a variety of financial services such as Funds, Equities, Bonds, Structured Products, Insurance etc. You should fully understand the client’s needs and objectives. Manage and monitor client accounts on an ongoing basis in order to understand changing investment needs and objectives and to coordinate portfolio solutions based on their risk tolerance and investment preference.

Successful candidates should have 8+ years of experience in managing and building up a wide and solid client network with proven track record. Good knowledge of financial products and market updates is a plus. Excellent communication and interpersonal skills are required.