CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
They are specifically looking to grow their wealth management division, and due to this, they are actively looking to hire Private Bankers and Private Wealth Managers to join their company.
With an open sky model, my client offers the perfect opportunity for private bankers to join a company which is growing significantly in the private wealth management sector.
Day to day responsibilities would include:
Understanding client needs and developing long term client relationships,
Keeping client profiles, investment objective and risk appetite updated,
Advising and developing an investment strategy, that aims to meet clients objectives and needs,
Contributing to sales and marketing, prospecting and new product development initiatives,
Meeting individual performance objectives, ranging from client book development to upholding risk/compliance culture,
Implementing and improving the quantitative analysis processes in the generation of comprehensive investment ideas, trade execution, and advanced strategies for Ultra High Net Worth clients in Asia, including individuals, family offices, etc.
To be considered for this role you will need to have:
A bachelor's degree in Business Administration, Finance, Economics or related disciplines,
6-10+ years of experience in crafting and implementing business development and sales initiations, including consultative sales for a wide array of products,
Solid understanding of investment products and strategy for Ultra High Net Worth clients,
Excellent interpersonal skills,
Effective communication skills in Chinese, English and Mandarin (depending on the market coverage)
CPWP (Certified Private Wealth Professional) and CFA preferred
If you are interested, please apply with an updated copy of your C.V for a confidential conversation and to provide further details.
Internal Number: 5630306
About Hamlyn Williams
eFinancialCareers is a career site specializing in financial services.