Key Client Solutions Manager (Wealth Management)

  • Competitive
  • Hong Kong
  • Permanent, Full time
  • Cazar Search HK
  • 08 Jan 18 2018-01-08

Our Client, an established firm is looking for a Key Client Solutions Manager (Wealth Management) to join their expanding firm to be based in HK

Responsibilities:

 

  • Engage, Explore, and Undertake new Projects to enrich the bank's Key Client & Mega Wealth franchises
  • Promote relevant WM/CIB/RE/AM products, services, and offerings to specifically targeted clienteles.  
  • Organize & Coordinate flagship events and  Digital Offerings such as Next Gen Experience, Single Family Office Forum, Leaders Connection, Next Gen App etc
  • Develop a coherent set of offerings and pitches with respect to newer frontier client sub-segments, such as SFOs, Next Generation etc
  • Assist WM markets with Mega Wealth client prospecting and on-boarding
  • Promote and Coordinate the orderly origination of referrals between Wealth Management and GM / Corporate Bank / IBA / Real Estate

Requirements

  • Creativity and networking prowess

  • Winning attitude
  • Experience in closing deals

  • Well-rounded knowledge in financial products and wealth management services.  Corporate finance knowledge is a plus.

  • Minimum 7 years financial services experience