Senior Manager, Entrepreneur Office (Hong Kong), Wealth Management
Core
Act as a Relationship Manager to maintain relationships with Entrepreneur and Family offices in the UHNW segment, providing one-stop wealth management solutions to acquire new clients and generate revenue.
Role type
Senior Manager, Wealth Management
Builds
Wealth management solutions including HK and overseas equities, fixed income, futures, commodities, cash solutions, diverse investment funds, and complex investment solutions.
Domain
Wealth Management / UHNW / Entrepreneur & Family Offices
Required skills
UHNW client relationship management, business development, wealth planning, portfolio review, market analysis, regulatory compliance (CDD&KYC), cross-border investment handling, Mandarin, Cantonese, English
Preferred skills
Experience with Entrepreneur and Family offices, CPA, FRM, strong network in Mainland China
Technologies
HK and overseas equities, fixed income, futures, commodities, cash solutions, diverse investment funds, enlisted 3rd party products
Responsibilities
Maintain relationships with Entrepreneur and Family offices, acquire new client relationships, develop business for revenue generation, provide wealth management solutions and portfolio reviews, participate in business development activities, handle ad-hoc projects
Seniority
Senior Manager, hands-on IC