VP/ Director – EAM (Private Banking) VP/ Director – EAM (Private Banking) …

Interfill Group
new

in Hong Kong
Permanent, Full time
Last application, 12 Sep 21
Negotiable
Interfill Group
new

in Hong Kong
Permanent, Full time
Last application, 12 Sep 21
Negotiable
Posted by:
Tristan Pang • Director - Asset Management I Private Equity & VC I Private Banking I Banking & Financial Services
Interfill Group
Posted by:
Tristan Pang
Director - Asset Management I Private Equity & VC I Private Banking I Banking & Financial Services
We are in search of experienced Private Bankers for various EAM platforms. Our clients are looking for highly motivated and results-orientated Relationship Managers to help grow the EAM business. This is an excellent opportunity for experienced private bankers to join a fast growing EAM platform.

Key Responsibilities / Tasks

  • Responsible for developing and maintaining a portfolio of HNW/UHNW clients with a focus on the Asian Market in particular Hong Kong, China, Taiwan or Singapore.
  • Determine the right coverage model to deliver comprehensive and personalized wealth management solutions and diversified strategies to meet the demands of clients
  • Work closely with EAM PB partners and ensure the effectiveness and properness of the EAM sales orders
  • Create sales and marketing strategies designed to generate revenue growth and to on-board new clients.
  • Ensure financial strategies are kept updated and appropriately aligned with client objectives and goals.
  • Present and communicate to clients and prospective clients’ complex financial concepts and investment strategies in a way that is easily understandable.
  • Create and implement a wealth management strategy designed to strengthen relationships with existing clients.

Key Qualifications / Experience

  • 4 -8 Years + minimum relevant private wealth management industry experience in dealing with a large dominant HNY/UHNW portfolio
  • Established client base with existing transferrable AUM and able to grow existing portfolio
  • Having a hunter approach to meeting and on-boarding new clients
  • Strong acquisition and selling skills and have outstanding relationship building capabilities
  • Team player with possess the ability to work under pressure
  • Fluency English, Mandarin and Cantonese

If you are interested in this role or any other related opportunities, please send your profile in Microsoft Word format to tristan.pang@interfillgroup.com.

Company Overview

Interfill Group is a leading boutique financial services search firm delivering bespoke recruitment solutions for your business and exclusive career search for professionals across the Asia-Pacific region. We recruit from associate level through to senior level functions, partnering with various organisations from fin-tech startups, to fast growing hedge funds and well-established financial institutions. Our track record of successful placements across the entire banking and financial services industry allows us to understand the intricacies and challenges involved in your sector.

 

Our Sector Coverage:
Asset Management & Private Equity I Private Banking & Family Offices I Corporate & Investment Banking I Finance, Risk & Compliance I Digital & Information Technology I Insurance

 

Our Geographic Coverage:
Hong Kong I Singapore I Shanghai I Beijing I Shenzhen

 

Please feel free to reach out for a confidential conversation about how we can help to progress your career.

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