Position Description

The position will lead the management of client relationships, driving business growth and delivering a comprehensive range of investment solutions to institutional clients in our Wealth Management Business. This role requires advanced strategic thinking, exceptional client development skills, and in-depth expertise in financial products.

Key Areas of Responsibilities

• Oversee the overall management of client service operations, ensuring the delivery of high-quality support and services to institutional clients.
• Lead the target segment research and onboarding efforts for new clients, overseeing the preparation of pitch books and internal documentation.
• Provide proactive investment insights and maintain robust communication with clients, ensuring timely responses and a high level of service.
• Drive business development initiatives, identifying and capitalizing on new opportunities in the institutional market.
• Strengthen the institutional client base, promoting research services and cross-selling other financial products.
• Develop sales strategies and achieve targets in line with business goals.

Requirements

• Bachelor's degree in Business Administration, Finance, Economics, or a related field; advanced degrees or certifications are preferred.
• 7+ years of experience in brokerage/asset management, with a strong focus on client-facing roles or institutional sales.
• Comprehensive understanding of investment products, financial markets, and private banking strategies.
• Proven track record in developing client relationships and executing transactions effectively.
• Exceptional communication skills and proficiency in English and Mandarin; Cantonese is a plus.
• Strong leadership skills, with the ability to drive results and manage multiple tasks in a dynamic environment.
• Licensed under SFC with Type 1, knowledgeable in local regulatory and compliance standards.