Responsibilities

•         Capture business opportunities and grow the Company's AUM
•         Build a good relationship with institutional clients, such as fund houses, hedge funds, family offices, private banks, corporations, UHNW clients & other professional investors
•         Effectively handle client communication and documentation with institutional investors
•         Promote company brand name and corporate image
•         Prepare sales and marketing material to be used at roadshow / seminar / activities and online social media
•         Assist with ad-hoc projects and support business operations
•         Ensure the procedures and compliance guidelines are strictly compiled

Requirements 

•         Excellent communication skills in English, Cantonese and Mandarin
•         Proficient in Microsoft Office including PowerPoint, Excel, Word, etc.
•         At least 2 years experiences in asset/wealth management serving family offices and UHNW clients
•         Sales-oriented with good relationship building and customer service skills
•         Ambitious, engaging and persuasive
•         A candidate with international experiences in Private Banking or Family Office is highly preferred
•         Holder of SFC license for Types 9 regulated activity is highly preferred