Overview
This position is responsible for advising and maintaining client relationships in the marketing function.
Main Duties
- Develops and maintains client relationships.
- Responsible for achieving annual revenue targets and objectives
- Trusted advisor who succeeds in maintaining a group of dedicated clients.
- Builds market share; able to enhance client asset size over time
- Competent in advising clients on investment products and services
- Actively involved in new business development; able to anticipate and capitalize on business opportunities.
- Keeps up to date with products and services; may give input for new product developmen
- Monitors tasks for quality assurance to meet client servicing needs.
Requirements
- AUM book size of minimum USD 150 to 200 mio
- Strong interpersonal, communication and client interfacing skills
- Good university degree
- Preferably completed professional qualifications: CACS Papers I and II
- Driven and entrepreneurial
- Good business acumen
- Responsible for achieving annual revenue targets and objectives.
- Trusted advisor who succeeds in maintaining a group of dedicated clients.
- Builds market share; able to enhance client asset size over time.
- Competent in advising clients on investment products and services.
- Actively involved in new business development; able to anticipate and capitalize on business opportunities.
- Keeps up to date with products and services; may give input for new product development.
- Monitors tasks for quality assurance to meet client servicing needs.
- Able to read, write and communicate fluently in both English and Chinese are strongly preferred as this role is required to deal with clients.
Reporting To
- Team Head
