Executive Director (PB)

Responsibilities:

  • Identify high net worth to ultra-high net worth markets to expand client base
  • Increase AUM in markets of value while being in touch with compliance standards
  • Forge and maintain strong relationships with clients across APAC markets
  • Service clients through investment advice, market updates, portfolio customization, etc.
  • Keep in touch with regulatory standards to ensure safe investment choices for clients
  • Liaise with internal management on the best business/investment practices for clients

Required:

  • Fluent English, and Chinese (Cantonese and Mandarin)
  • 10+ Years of experience within Private bank fields and with a track record of AUM
  • Strong relationship management to building experiences with clients across markets
  • Existing connections with High net worth to ultra-high net worth clients
  • Driven team player and individual contributor in hybrid working environments
  • Understanding of regulatory standards and practices across Asia
  • Less experience will be considered

Job Details

  • Competitive
  • Hong Kong
  • Permanent

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