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Asset & Wealth Management, Third Party Wealth, Private Banking, Associate / Vice President, Hong Kong

4.00 to 7.00 Years   Hong Kong (Hong Kong)   11 May, 2025
Job LocationHong Kong (Hong Kong)
EducationAny Graduate
SalaryAs per Industry Standards
IndustryBanking, Financial Services/Stockbroking
Functional AreaBanks/Insurance/Financial Services
EmploymentTypeFull-time

Job Description

Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firms primary investment area, we provide investment and advisory services for some of the worlds leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee more than $2 trillion in assets under supervision. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success.We are:

  • Investors, spanning traditional and alternative markets offering products and services
  • Advisors, understanding our clients priorities and poised to help provide investment advice and strategies that make sense for their portfolios
  • Thought Leaders, providing timely insights across macro and secular themes to help inform our clients investment decisions
  • Innovators, using our suite of digital solutions to help our clients address complex challenges and meet their financial goals
Based in Hong Kong, the individual will be joining the Private Banking team in Asia ex Japan with a focus on broadening and deepening relationships in the Private Banking client channel.Principle Responsibilities:
  • Candidate is required to help grow and develop the AWMs Asia ex Japan Private Banking client franchise, with a focus on broadening and deepening relationships in the Private Banking client channel in Hong Kong.
  • Business engagement with product gatekeepers, IC and RMs of our existing and prospective clients in Asia.
Basic Qualifications:
  • Possess minimum 4 years of sales or client servicing experience; proven track record in servicing the private banking businesses in Asia.
  • Has good product knowledge with strong technical background. Knowledge of Alternative products is preferred.
  • Possess strong interpersonal skills and maturity in handling clients relationship.
  • Genuine commitment to generating and closing sales opportunities.
  • Strong sales personality, high energy level, resilient temperament, outgoing, resourceful and possesses intellectual curiosity.
  • Strong presentation and communication skills.
  • Driven, motivated self-starter with strong work ethic.
  • Collaborative and collegiate team player.
  • Managerial experience is highly preferred.
Preferred Qualifications:
  • CFA preferred but not mandatory.
Locations - Opportunity Overview
  • Corporate Title: Associate
  • Office Location(s): Hong Kong
  • Job Function: Sales
  • Division: Asset & Wealth Management
Apply

Keyskills :
client relationship management sales strategies implementation product knowledge expertise strong communication skills collaborative team playerwealth insurance advisory services investments private banking rms wealth management cfa

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