Job ref no.: CT3116128-01#4577

Investment Associate

Gough Recruitment (Hong Kong) Pty Limited

Benefits
  • 5-day week
  • 13-month pay
  • Discretionary bonus
  • Flexible working hours
  • Medical plan

Our client is Asian’ leading independent Alternative Asset Manager. They are currently expanding their External Asset Management (EAM) Platform and are actively inviting experienced Private Bankers and Wealth Managers to join this market leading platform.

ROLE SUMMARY

You will be responsible for bringing in new accounts and developing AUM. Cross-selling a wide range of private banking and wealth management products and solutions to clients will be part of your core responsibilities.   

Private Client Advisers develop deep client relationships in order to thoroughly understand the client’s situation and utilise that knowledge to develop tailored wealth management strategies. The Advisers are able to add value to individual and corporate clients by building and drawing upon a network of internal resources, often global, to achieve desired results. Successful Advisers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver quality client relationships (solutions and services) in an intensely competitive fragmented market, taking advantage of the  platform while protecting the client/firm by complying with relevant policies, procedures, and country legal/regulatory requirements.   

Markets covered: Greater China - Hong Kong, China, Taiwan. The ideal candidate is an existing private banker and has at least 60%-70% of his/her key clients domiciled in the countries covered. Other candidates and client coverage may be considered.

ROLE REQUIREMENTS  

  • New Client and Business Development
  • Grow client net revenue annually in core product areas: investment management, capital markets, real estate, and banking & lending.
  • Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors.
  • Prospecting – generate leads and develop prospects, network to identify referrals to new clients/prospects.
  • Profile, qualify, and convert prospects into clients.
  • Identify and execute on new business opportunities with existing clients.
  • Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects.
  • Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood.   
  • Relationship Management
  • Serve as the client’s advocate and trusted advisor (primary contact) for strategic advice on financial matters.
  • Create, organise, and implement a wealth management strategy designed to deepen relationships with existing clients.
  • Manage client expectations regarding service and deliverables.
  • Ensure financial strategies are kept current and appropriately aligned with client objectives.
  • Understand and communicate the risk involved with financial and investment strategies.
  • Ensure all client inquiries and problems are handled effectively and resolved. Help team members to acquire experience and establish credibility with clients.   
  • Compliance Oversight and Controls Comply with all regulatory policies and control procedures regarding client transactions and suitability.
  • Oversee and ensure clients are on-boarded appropriately including all required documentation is complete and accurate.   

Experience

  • 3 to 5 years minimum industry experience.
  • Established client base with existing AUM.   

Qualifications

  • SFC licensed.
  • CWM or other designation a plus.

YOUR BENEFITS

  • Flexible 
  • Tailored Fees
  • Equity Participation
  • Investment Advisory Desk
  • Tactical Ideas
  • Unrestricted View
  • Large Range of Providers

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More job information
Job ref no. CT3116128-01#4577
Salary
  • N/A
Job Function
Industry
Employment Term
  • Full-time
Experience
  • 3 years - 5 years
Career Level
  • Middle management level
Education
  • Degree