Understand client needs (individual, family, business) and develop long term client relationships
Keep updated with client profiles, investment objectives and risk appetite
Advise and develop investment strategy that aims to meet clients’ objectives, needs as well as risk profiles
Contribute to sales and marketing, prospecting and new product development initiatives
Aspire to achieve individual performance objectives, from client book development, sales /financials, to upholding risk/compliance culture
Have a comprehensive understanding of the local regulatory requirements of the investment advisory business and apply this knowledge appropriately
Implement and improve the quantitative analysis processes in the generation of comprehensive investment ideas, trade execution, and advanced strategies for Ultra High Net Worth (UHNW) clients in Asia, including individuals, family offices, etc.

Bachelor’s degree in Business Administration, Finance, Economics or related disciplines
6-10 years of experience in crafting and implementing business development and sales initiations, including consultative sales for a wide array of products
Solid understanding of investment products and strategy for UHNW clients
Excellent interpersonal skills
Effective communication skills in Chinese, English and Mandarin (depending on the market coverage)
CPWP (Certified Private Wealth Professional) and CFA preferred

Relationship Manager, Private Wealth Management

Key skills