Responsibilities:
- Providing high quality services to HNW Clients
- Managing an existing portfolio of clients and maintaining those relationships
- Identify and Prospect new clients
- Develop new business across multiple products and services
- Comfortable with attending client meetings and pitching the business
- Work with key teams to drive initiatives and activities to strengthen relationships with stakeholders
- Overseeing junior staff
Requirements:
- Minimum 10years within the Private Wealth industry
- At least 2 years of sales experience and dealing with HNW clients
- Experience working with The Greater China region
- Knowledge/experience with Trusts is preferred
- STEP or Law qualification is desired
- Fluency in Mandarin and English is a must
Apply now to discuss further!
