Private Wealth Management External Asset Management VP/ED Private Wealth Management External Asset  …

Unicorn Advisor (HK) Limited
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Last application, 26 May 20
highly competitive
Unicorn Advisor (HK) Limited
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Last application, 26 May 20
highly competitive
A leading Chinese investment bank is looking for a VP/ED level EAM to be based in Hong Kong. You will be the centralised point of contact for large international private banks to cover family office/ external asset manager clients. It is looking to establish this desk to serve these clients better and need someone at VP/ ED level to lead the efforts. The ideal candidate needs to have minimum 8 years of relevant experience with an investment bank

Responsibilities 

Meet revenue targets and other quantitative targets like yield, AUMs, account growth and fee income ratio
Source for and acquire new EAMs within market 
Provide support in investment research, investment ideas and particularly dealing to EAMs
Maintain regular contact with EAMs to understand theirs needs and participate actively to improve the bank’s platform and processes
Conduct KYC of referred client’s (background and source of wealth)
Ensure compliance with bank’s and regulatory requirements

Requirements   


Bachelor Degree with at least 8 years of relevant work experience
Proven sales track record of direct selling experience in private banking business
Sound product knowledge relating to private banking
Good understanding of compliance and regulatory requirements
Excellent interpersonal and communication skills
Team player and ability to work together with product team, support teams and other banking departments to acquire clients

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