VP / Relationship Manager (Asset Management)

New Region; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Benefits offered by this job

Private banking / alternatives range

Flexible working culture

Job summary

New Region Securities Company is looking for a VP/Relationship Manager to join our Asset Management team in Hong Kong. You will work with External Asset Managers (EAM) to deliver tailored investment solutions for UHNW individuals, families and institutions.

You will develop discretionary portfolio management capabilities, cultivate long-term client relationships, and coordinate with private banks and intermediaries to expand our client base and AUM.

Qualifications

• 4-6 years of client relationship experience.
• Ability to manage multiple projects and clients.
• Strong communication and interpersonal skills.
• Qualified for registration as a Securities Intermediary.

Responsibilities

• Develop solutions for clients seeking EAM services; bring your own clients & AUM.
• Provide discretionary portfolio management to UHNW clients via wealth planning and capital advisory.
• Identify client needs and offer tailored private banking and wealth management solutions.
• Promote private equity investment services to access high-growth opportunities.
• Promote Trends Strategic Hedging Fund SP & New Region China Fund.
• Build long-term relationships and enhance the company's value proposition.

Skills

Client relationship

Multi-project management

Communication skills

Securities Intermediary registration

Job description

VP / Relationship Manager (Asset Management)

We are seeking a candidate to join our team as a Relationship Manager / VP to work with External Asset Manager (EAM). We aim to manage investment portfolios for high net worth individuals, families, and institutions. We operates independently and offers personalized investment solutions. We focus on understanding clients’ financial goals, provide unbiased advice, and offer specialized expertise in asset management and investment strategies.

Responsibilities

• Work with Asset Management team in developing solutions for (PI / Non PI) clients seeking for the External Asset Manager services (EAM) This role requires to bring your own Clients & AUM
• Provide ultra-high net worth clients with Discretionary Portfolio Management to specialists in wealth planning, capital advisory, corporate with private banks and intermediaries as well as investment solutions and portfolio management.
• Identify customers’ needs and provide customized solutions on a comprehensive range of private banking, alternative investment and wealth management solutions to customers.
• We offer comprehensive private equity investment services to help clients access high-growth opportunities and enhance portfolio diversification.
• Promote our Trends Strategic Hedging Fund SP & New Region China Fund
• Develop long term relationships and enhance the company's value proposition.

Qualifications

• 4-6 years' of client relationship experience.
• Ability to manage multiple projects and clients.
• Strong communication and interpersonal skills.
• Qualified for registration as a Securities Intermediary

We Offer

• Wide range of Private Banking / Alternatives investment products
• Flexible working culture

• We build an unique investment platform with the world’s top tiers private banks / investment platforms, our passion is to deliver the best results for our clients financial needs.