CPC Client Advisor (North Asia Market) - Vice President
Core
Strategic partner for high-net-worth individuals delivering comprehensive wealth management guidance and bespoke financial solutions in North Asia.
Role type
Senior IC Vice President Private Client Advisor
Builds
Personalized wealth management strategies and financial solutions for high-net-worth clients
Domain
Wealth Management / Private Banking / North Asia Markets
Required skills
Strategic wealth management, Relationship management, Business development, Market analysis, Compliance & risk management, Intergenerational wealth planning
Preferred skills
Deep understanding of North Asian culture and practices, Entrepreneurial spirit
Technologies
N/A
Responsibilities
Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management; Cultivate and strengthen relationships with high-net-worth clients serving as their primary point of contact; Identify and pursue new business opportunities within the high-net-worth segment; Partner with internal specialists to provide clients with comprehensive financial solutions; Organize and host client events to foster relationships and provide valuable market insights; Ensure that KYC/AML and other compliance norms are strictly adhered to.
Seniority
Senior, hands-on IC
