Overview of role
- Sourcing and onboarding of new offshore clients
- Understand needs, objectives and risk profile of clients
- Advise clients on investment ideas / opportunities and other wealth management services and ensure investment suitability and timely execution
- Regular review of investment portfolios and risk profiles with clients
- Strict observance of risk and compliance / cross-border / AML issues and regulations
- Ensure that we achieve excellence in our clients' experience, building lasting relationships based on high standards of service and quality advice
Key duties
- Build-up, maintain and expand a network of clients, introducing them to the company and Wealth Management platform
- Provide exceptional advice, service and appropriate recommendations to clients with focus on understanding their needs, objectives and risk tolerance.
- Develop personalized wealth management solutions and investment ideas
- Enable the client to make informed financial decisions by providing clear, relevant and timely information
- Regular and timely submission of progress reports, incl. existing business and prospect pipeline.
- Constant and timely filing of call reports, following meetings with clients.
- Communicate and work hand-in-hand with investment product and research department, giving input for generating new investment/product ideas
- Observe and follow regulatory and bank's policies and procedures like advisory handbook, cross-border rules, AML guidelines, and other risk/compliance issues: diligent and prompt reporting of irregularities/red flags to line manager/compliance officer
Requirements
- 5-10+ years of direct client relationship management experience in wealth management / investment advisory sales
- Language: Fluent in Mandarin and English
- Recognized university degree and relevant certification
- Proven track record in client acquisition and retention success
- Disciplined, with deep understanding of Compliance and Regulatory framework of the industry
- Extensive investment product and market knowhow
- Strong relationship management and sales skills
- Driven, client-oriented with strong business acumen
