Job Responsibilities 

• Acquire new HNW/UHNW clients and solicit business opportunities to expand firm’s AUM
• Identify clients’ needs, develop proper investment strategies and take lead in active management of current HNW/UHNW clients
• Working closely with our EAM partners, including private banks, brokers, insurance firms, and other private wealth management service providers, to provide clients with professional diversified asset allocation strategies and global wealth management services
• Develop proper marketing strategies designed to generate revenue growth and to expand clientele base
• Promote long term client relationships and enhance the company's value proposition 

Qualifications 

• At least 5 years of experience in relationship management within the private banking or wealth management sector
• Established client base with existing transferable AUM is a MUST 
• Strong acquisition and selling skills and solid track record in developing relationships with customers
• Solid track record in asset development, asset growth and revenue generation
• Strong client service and problem-solving mentality
• Fluent in English and Chinese