Assistant Relationship Manager / Private Banker – Wealth Management Assistant Relationship Manager / Private Banker –  …

LCA Solutions Limited
in Hong Kong
Permanent, Full time
Be the first to apply
Negotiable
LCA Solutions Limited
in Hong Kong
Permanent, Full time
Be the first to apply
Negotiable

Join the team of a long established, Award Winning, Multi Family Office Boutique.

We are expanding our wealth Management team and looking to add another Assistant Relationship Manager to handle existing HNW and Corporate clients.

As a "One Stop Solution Centre", we aim to service our clients’ traditional wealth management needs but also provide corporate advisory solutions for family businesses as well as consultancy needs for all their other issues.

Our wide range of services include advisory or discretionary mandates on liquid investments, direct investment opportunities to attract the interest and nurture the entrepreneurial spirit of the next Gen as well as traditional corporate advisory solutions to either expand the family business by sourcing acquisition targets or strategic investors or monetizing the family business enabling it to expand its family legacy.

We also provide our clients with a forum to source answers to the numerous non-financial issues they face (succession, legal structuring, family governance, overall review and advice etc.) for which we offer consultancy services in order for them to adequately address these issues.

If interested, visit our website www.lcasolutions.asia for a better understanding of who we are and get in contact with us.

Responsibilities:

  • Assist Relationship Managers in accurately and efficiently servicing clients’ overall needs to enhance client experience and further build relationships.
  • Daily duties include taking and placing investment orders, maintaining trade blotters, dealing with remittance instructions, account documentation and other administrative and market related duties from various stakeholders.
  • Facilitate On-boarding process (KYC/AML) and maintenance of client files as per company and regulatory requirements.

Opportunity:

  • Competitive compensation and benefits in line with industry.
  • Small team atmosphere, with multi-Cultural team members, serving international clients with a “One Stop Solution” approach and a “can do” attitude.
  • Nice working environment located in Central.

Expectations:

  • At least 5 years’ relevant work experience directly servicing client needs in either a Private Bank, Multi Family Office, Wealth Management or Asset Management company.
  • Sound knowledge of private banking/wealth management products and services.
  • Qualified to work in Hong Kong with appropriate SFC/HKMA licenses for Regulated Activities such as Type 1, 4 or 9.
  • Bachelor’s degree or above.
  • Reliable, detail oriented with a customer focused mindset, able to work independently with good organization skills.
  • Excellent English and Cantonese communication skills with additional Mandarin proficiency being a plus.

Interested candidates, please send an updated CV to enquiries@lcasolutions.asia.

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