HNW/UHNW Senior Client Advisor HNW/UHNW Senior Client Advisor …

Selby Jennings
in Rugby, England, United Kingdom
Permanent, Full time
Be the first to apply
Negotiable
Selby Jennings
in Rugby, England, United Kingdom
Permanent, Full time
Be the first to apply
Negotiable
As part of our client's Asia growth strategy, we are looking for Relationship Managers to deliver exceptional client advisory services to our clients in Southeast and North Asia regions.

As part of our client's Asia growth strategy, we are looking for Relationship Managers to deliver exceptional client advisory services to our clients in Southeast and North Asia regions.

Responsibilities

* Meet revenue targets and other quantitative targets like yield, AUMs, account growth and fee income ratio

* Implement geographical focused strategy in line with business strategy

* Acquire and retain clients

* Understand client requirement and daily maintenance of account relationships

* Provide investment advise to clients and fully responsible for clients under management

* Ensure compliance with bank's and regulatory requirements

* Source for and acquire new clients within your core market and refer potential clients to other marketing teams or other segments within the bank

* Maintain regular contact with clients including sales, visits, offer services and products, and understand the client's background and source of wealth

* Grow investable AUM for individual targets

* Provide investment advisory

* Prepare KYC and call reports

* Ensure audit trail and maintain records for all client communication & comply with documentation requirements Requirements

* Bachelor Degree with at least 8-12 years of 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

* Ability to listen and understand client's requirements

* Team player and ability to work together with product, support team and other banking divisions to acquire clients

Close
Loading...