Wealth manager/Investment manager/Relationship manager – High Net Worth, Private clients, Asian clients, Hong Kong recruitment
Multi-billion dollar London based Wealth management firm seeks talented Wealth/Investment manager/Relationship manager with experience offering portfolio management and advisory for Asia based HNW clients and institutions. Most of the business is private clients. The client is interested in speaking to professionals from Wealth/Investment management who have a proven track record building relationship with Asian and Global HNW clients, managing HNW portfolios. The platform is substantial and can offer a high quality service, backed by a world class sales team, and global offices.
The firm are looking for the following experience:
- a successful track record in managing substantial client portfolios of HNW individuals
- working with designated introducers, providing financial advisory services to HNW clients
- understanding clients financial goals and attitude to investment risk, recommending suitable solutions to meet clients needs
- work closely and building relations with introducers to achieve targets
- entrepreneurial approach to business - a keen interest in building on assets managed
The firm offers a wide range of in house products, and invests directly in most asset classes (rather than just going through 3rd parties). The firm are keen to work with entrepreneurial individuals who are keen to move to a larger forward thinking platform. Although the main business is private clients the firm works with a range of Institutions, and Family offices. The firm can offer the full range of structured solutions for HNW clients.
This role is based in Hong Kong.