Senior Wealth Management Growth & Relationships Lead

CITIC Securities International Company Limited; Hong Kong; In loco; HKD 700.000 - 1.400.000; Tempo pieno

Descrizione del lavoro

CITIC Securities International Company Limited in Hong Kong is seeking an experienced wealth management professional responsible for expanding and managing relationships with External Asset Managers, Introducing Brokers, and institutional clients, delivering a full spectrum of private wealth services.

The role emphasizes increasing AUM, revenue growth, and market presence through proactive business development, client service, and collaboration with product, compliance, and IT teams.

Competenze

• Degree or above in Economics, Finance.
• 5+ years’ experience in wealth management, private banking, or securities brokerage.
• Established client base with proven track record in sourcing, onboarding, and growing relationships to increase AUM and revenue.

Mansioni

• Develop and maintain strong client relationships with EAM, IB, HNW and corporate clients to acquire new business and grow AUM.
• Provide execution services across equities, fixed income, OTC derivatives, mutual funds, alternative investments, and structured products.
• Identify and present new investment opportunities, review portfolios and post trade performance, and offer tailored ideas and market insights in collaboration with product teams.
• Lead client onboarding, including KYC, CDD, AML reviews, and account opening; ensure compliance and timely updates of client profiles.
• Work closely with dealing, product, compliance, and IT teams to optimize workflows and support operational enhancements.

Conoscenze

Client relationship management

Wealth management

Business development

KYC

Formazione

Degree in Economics/Finance

Descrizione del lavoro

CITIC Securities International Company Limited in Hong Kong is seeking an experienced wealth management professional responsible for expanding and managing relationships with External Asset Managers, Introducing Brokers, and institutional clients, delivering a full spectrum of private wealth services.

The role emphasizes increasing AUM, revenue growth, and market presence through proactive business development, client service, and collaboration with product, compliance, and IT teams.