Senior Advisor, Private Wealth Management

by Andrew Wang in Banking & Financial Services    18th May, 2020       Hong Kong, Hong Kong, Hong Kong SAR

Senior Advisor, Private Wealth Management

Introduction:

My client is a multinational asset manager. They are currently looking for a seasoned professional to join their team in Hong Kong as Senior Advisor, Private Wealth Management.

Responsibilities:

  • Report directly to CEO;
  • Develop business plans, define market strategies, take leadership in acquiring clients and driving sustainable profitable growth in Asia;
  • Drive the process of establishing local presence in China and Hong Kong;
  • Achieve targets for assets under management, revenue generation and customer satisfaction;
  • Carry out media interviews and industry events in Hong Kong;
  • Provide market insights, identify business opportunities and provide creative solutions to clients;
  • Collaborate with the investment and support functions to ensure the delivery of business strategy;
  • Drive the Know Your Customer due diligence to fulfill related compliance requirements.

Requirements:

  • 10 years of experience in relationship management within the private banking industry;
  • Good track record in asset growth and revenue generation;
  • Thorough understanding of the market landscape, regulatory environment and culture of the Asia market;
  • Able to swiftly identify and adapt to clients’ changing needs;
  • Fluent in English. 

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