Manager, Sales, Wealth Management
Core
Independently expand and manage client relationships with External Asset Managers (EAMs) and Introducing Broker (IB) institutional clients to deliver private wealth management services.
Role type
Manager, Sales, Wealth Management
Builds
Client relationships and AUM growth for EAMs and IBs
Domain
Wealth Management / Institutional Sales
Deliverable
client delivery
Required skills
Client relationship management, AUM growth, business development, investment product knowledge (equities, fixed income, derivatives, structured products), portfolio review, KYC/CDD/AML compliance, cross-functional collaboration
Preferred skills
Structured products experience, Cantonese fluency
Technologies
N/A
Responsibilities
Develop and maintain strong client relationships with EAM, IB, HNW and corporate clients; Provide execution services across equities, fixed income, OTC derivatives, mutual funds, alternative investments, and structured products; Identify and present new investment opportunities and offer tailored ideas; Lead client onboarding including KYC, CDD, AML reviews; Work closely with dealing, product, compliance, and IT teams
Seniority
Manager, hands-on IC