Job Opportunity

Vice President

  • 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
  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