Vice President – Private Banking HNW
Safari Asia Limited
- Company Industries：Others
Job Information
- Post Date：2022-10-19
- Career Level：Entry Level
- Location：Tsim Sha Tsui
- Qualification：Degree
- Employment Type：Banking / Finance, Investment, Fund Management, As
- Job Function：Banking / Finance Investment Fund Management Asset Management
- Benefits：Dental insurance, Medical insurance, Performance bonus
Job Description
• Driving profitable growth by acquiring, developing, and servicing long-term relationships with UHNW/HNW clients;
• Generating a healthy pipeline of target market prospects and converting them into clients;
• Advising on asset allocation in line with the client needs, and providing investment solutions to clients based on their investment profile, strategy, and risk appetite;
• Managing business, investment, and regulatory risks of your own client book and ensuring compliance with applicable internal policies, and external laws and regulations;
• Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation;
• Anticipate events in a client’s life and business which have significant financial implications;
• Build relationships with client families that cross generations to establish long-term connections;
• Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs;
• Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives;
• Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.
Requirements:
• Minimum 5 years of financial working experience, preferably in private banking, investment banking, premium banking, retail banking serving HNW clients;
• Well-built client’s relationship;
• Basic may be paid based on AUM;
• Experiences in PB / EAM/ IAM is highly preferred;
• Business-oriented, mature and independent mindset is essential;
• Strong sales and customer orientation, with good interpersonal and customer service skills.
Company Info
Established in 2009, Safari Asia Limited is a licensed corporation under the SFO engaging in Type 1 (Dealing in Securities), Type 4 (Advising on Securities) and Type 9 (Asset Management) Regulated Activities (Central Entity No.: AUM670). It is part of Huge Famous Investment Group, which is a boutique financial group that offers brokerage/securities, asset management, money lending and consulting services.
The Management Team has years of experience in Investment Banking, M&A, Private Equity, Hedge Fund, Corporate Management and Business Consulting areas.
The company currently has the below product offerings:
- Brokerage Services - servicing over 22 markets and countries with over USD3B transacted
- Fund Management Services - both Cayman and OFC offerings for both private and public funds and securities
- SAAM (Safari Asia Asset Management) - wealth and investment management services
We are constantly looking for results driven talents with a positive working attitude to join our growing team.
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