This is a privately owned multi- family office based in Hong Kong SAR with an aim to create wealth, legacy and meaningful impact for its founding families and high net worth clients.
Your role includes, working closely with an existing team of experts specialising in family office advisory which includes asset management, private equity, financing, legacy planning and family governance. You will build strong relationships with existing clients and have an understanding of the client’s financial objectives, their risk and liquidity and their family and business structures and providing highly bespoke solutions to them. You will have the full cycle management of the clients and will be working closely with internal teams and external stakeholders to ensure client deliver. A key part of the role will be sating updated on current market trends and discussing detailed investment strategies with clients.
The experience you bring with you, at least 10 years in a similar relationship management position, strong relationship management and communication skills, deep knowledge of investment management, experience in client servicing and portfolio management and the ability to analyse financial data and communicate investment opportunities, excellent problem solving and decision making skills, Entrepreneurial mind-set , Bachelor’s degree in finance, economics or related field, relevant certifications like CFA nice to have.
You will need to have fluency in English, Cantonese and Mandarin.
The role comes with incredible benefits and equity and is based from Hong Kong. For a full and detailed job brief please email your CV to Justin Shum on LMA executive team.