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Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry.
Redstone Private Banking Search are currently working with an expanding Asset Management company that are going through a rapid growth stage across their Asian operations. The EAM are looking for experienced private bankers to expand their coverage of HNW/UHNWI from their Hong Kong base but are open to the right person working remotely
Key Responsibilities / Tasks
Responsible for developing and maintaining a portfolio of HNW/UHNW clients with a focus on the Asian Market in particular Hong Kong, China, Taiwan, Singapore.
Create sales and marketing strategies designed to generate revenue growth and to on-board new clients.
Ensure financial strategies are kept updated and appropriately aligned with client objectives and goals.
Present and communicate to clients and prospective client's complex financial concepts and investment strategies in a way that is easily understandable.
Create and implement a wealth management strategy designed to strengthen relationships with existing clients.
Key Qualifications / Experience
3-5 Years minimum industry experience in dealing with a large Asian dominant portfolio of at least USD 100 MM.
Established client base with existing transferrable AUM and able to grow existing portfolio, with 60-70% of candidates key clients being from China, Hong Kong and Taiwan.
SFC Licensed and CWM or other designation a bonus.
Language skills - English, Mandarin (preferred), Cantonese (preferred).
Comply with all regulatory policies and control procedures regarding client transactions and suitability. Ensure clients are on-boarded appropriately including all required documentation is complete and accurate.
Internal Number: 5731889
About Redstone Private Banking Search
eFinancialCareers is a career site specializing in financial services.