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Your new company Our client is a well respected investment management firm with a strong private equity team. They are utilizing their market place in alternative investments to build out a direct sales business to capture the mutli asset discretionary portfolio advisory business.
Your new role You will be responsible in building and maintaining clients' discretionary portfolio through multiple channels. You will be working closely with the investment teams in providing top notch investment execution for your clients. You will be responsible for increasing the AUM of your own book.
What you'll need to succeed
More than 5 years of private banking or asset management experience in a relationship manager or investment advisory capacity
You will need to have a strong investment acumen and have a track record of growing your clients' books
You will need to have the confidence and resilience to continuously grow your own book of clients
What you'll get in return
You will join a platform where you can utilize their market leading positions within the investment space to provide your clients exclusive deals
Clear financial rewards for performance within your role
Entrepreneurial environment and the ability to run your own business within a well funded platform
What you need to do now If you have relevant skills for this role and would like to find out more, please send your updated resume and salary information to firstname.lastname@example.org or contact Jonathan Shiu for a confidential discussion on +852 2521 7914.