Client Advisor, Private Banking Client Advisor, Private Banking …

ConnectedGroup Limited
in Hong Kong
Permanent, Full time
Last application, 23 Nov 20
Negotiable
ConnectedGroup Limited
in Hong Kong
Permanent, Full time
Last application, 23 Nov 20
Negotiable
This individual will provide excellent wealth management services and support to firms clients' HNW/UHNW segments. This role requires working closely with the HNW clients by providing them with customized wealth management solutions; an expert understanding of financial planning and wealth products are critical to the success of this business.

* Responsible for managing team as well as a private client portfolio consisting of high net worth and ultra-high net worth individuals in North Asia



* Advising clients on portfolio management, asset allocation and other traditional and alternative investments



* Establishing new relationships and manage existing relationship in order to generate new Asset Under Management and Gross Revenue



* Growing revenue, increase asset under management of portfolio and increase inflows of net new money, achieving growth by leveraging brand, channels and network



* Working closely with investment advisory, compliance and execution teams






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