職位描述
Job Responsibilities
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Acquire new HNW/UHNW clients and identify business opportunities to expand the firm's AUM.
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Understand clients' needs, develop appropriate investment strategies, and actively manage current HNW/UHNW clients' portfolios.
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Collaborate closely with EAM partners, such as private banks, brokers, insurance firms, and other private wealth management service providers, to offer clients professional asset allocation strategies and global wealth management services.
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Develop effective marketing strategies to drive revenue growth and expand the client base.
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Foster long-term client relationships and enhance the company's value proposition.
Qualifications
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Minimum of 2 years of experience in relationship management within the banking or wealth management sector
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Proven ability to build and maintain client relationships, with a focus on high-net-worth individuals.
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Strong sales and prospecting skills, with a demonstrated track record of developing customer relationships.
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Experience in asset development, asset growth, and revenue generation.
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Client-centric mindset with excellent problem-solving abilities.
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Fluency in English and Chinese is required.
