The private wealth manager serves as a financial advisor to high-net-worth individuals and middle market accounts, providing investment advice and solutions to these clients to meet their investment goals. The role encompasses a broad range of activities and requires broad financial knowledge.
My client is one of the world’s Leading Wealth Management, Capital Markets and advisory group with offices in 35 countries and territories. As an investment bank, it is a leading global trader and underwriter of securities and derivatives across a broad range of asset classes and serves as a strategic advisor to corporations, governments, institutions and individuals world-wide.
Job Objectives Generates profitable income through prospecting, development and servicing of high-net-worth clients Has a specific geographic market focus by developing clients in one or two markets of greatest impact Partners with other parts of the banks businesses to facilitate client needs and maximise client relationships Provides clients with customised solutions by implementing a strategy that facilitates a breadth of offerings, including generational planning, banking and liability management and asset management Works as part of a team to prospect new clients and develop and retain current client relationships Manages a client service officer or a client service associate who obtains investment information from clients and prospects to create and maintain client profiles Conducts proper due diligence and complies with regulatory matters Core Knowledge and Skills Requirements
Is an experienced wealth management advisor, preferably with more than five years of service Has an established book of business of a minimum of US $50 million of assets under management with the majority of asset size greater than US $1 million based in China & Hong Kong market Is entrepreneurial and independent; exhibits integrity, initiative, strong motivation and attention to detail Is fluent in English and the language of the prospective client market (Cantonese & Mandarin preferably) Has good presentation and communication skills and is a good listener Demonstrates an appropriate level of technical and professional skills and knowledge Candidate would be a degree holder in the relevant industry with up to date licenses and required qualifications
