Vice President

JOB DESCRIPTION

• Focus on ultra-high-net-worth individuals and families, as well as institutions
• Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and contacts
• Actively involve in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships
• Understand each client’s wealth objectives and investment requirements
• Work in close partnership with Investors in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities
• Maintaining client relationships, answering clients’ enquiries, day-to-day account operations
• Update clients regularly on markets, portfolio performance, investments opportunities, risks
• Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies
• Oversee private client relationships by providing strategic advice based on each client’s wealth objectives. Provide access to specialists and manage clients’ investment portfolios
• Qualifications and Essential Experiences

Requirement

1. University degree holder and / or with 5+ years of professional experience in a similar capacity
2. Fluency in English required, with Mandarin and / or Cantonese a definite plus
3. Strong presentation skills, an excellent communicator with client facing experience a definite advantage
4. Strong understanding of the needs and sensitivities of clients (private individuals and families)
5. Proven track record on investment sales and / or relationship management performance
6. Detail-oriented and results-focused
7. Strong knowledge of local regulatory policies and guidelines
8. Strong knowledge of relevant financial markets and instruments