14 Mar 2021
A leading Family Office in Asia
What can the client offer?
Valuable experience from a rapid growing company with excellent career path
Professional and swift-working environment
Attractive economic split from relationship management
Legacy planning for your portfolios
What are your responsibilities?
Drive sustainable profitable growth by acquiring, developing and servicing long-term relationships with family office ultra networth clienteles and family group members
Implement an asset allocation in line with the client needs, and model portfolios as benchmarks
Deliver, monitor and review solutions to clients based on client investment profile and appetite
Deliver profitable growth by controlling costs and mitigating operational losses
Report directly to Managing Director / CEO
Support the effective management of operational risks across the Business and in compliance with applicable internal policies, and external laws and regulations at a global level
Support the delivery of Business strategy in a safe and well-controlled manner and on an end-to-end basis
Collaborate with support functions, business partners, and product specialists to deliver family office strategy and culture, support cross selling efforts and referral program (where applicable), and provide effective ultra networth client solutions
Leverage RFOs resources to provide bespoke service
Handle customer issues, complaints, and product enquiries on timely basis in accordance with established procedures
Proactively in participating client events and seminars to promote family office brand and expertise
What skills/ qualification will you need?
Bachelor degree holder
Execellent command in English and Chinese
Relevant banking certifications required to perform the role in the location
Possess relevant experience in the Private Banking / Wealth Management industry commensurate with this remit and level of responsibility
Excellent ability and relationship to develop a network of target prospects
Solid track record in asset development, asset growth and revenue generation
Proven risk management capabilities
Firm in all business guidelines and compliance issues
Who would be suitable for the position?
Ability to work independently with minimum supervision
Excellent financial products knowledge
Excellent interpersonal skills and leadership skills
Work-life balance enthusiast with an entrepreneurial mind-set
Providing us with a copy of your CV will greatly assist us in identifying suitable roles for you. However, under no circumstances will we submit your CV or identify you to any third party without your specific prior knowledge and consent. Only with your express permission will we disclose your details to prospective employers.
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