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Finance
Assistant Vice President - Asset Management
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Responsibilities:
- Client Engagement: Identify and engage potential high-net-worth clients to expand the client base.
- Relationship Management: Develop and maintain strong relationships with new and existing clients, ensuring high levels of customer satisfaction and loyalty.
- Strategic Planning: Collaborate with the Hong Kong team to develop strategic plans that align with company goals and client needs.
- Market Analysis: Conduct market research to stay informed about industry trends and competitive landscapes.
- Reporting: Provide regular sales forecasts and market feedback to senior management to aid strategic decision-making.
- Assist in ad-hoc projects as assigned
Requirements:
- Bachelor’s degree in Business Administration, Finance, Economics, or related field.
- At least 5 years of proven sales experience in the financial services industry, specifically dealing with high-net-worth clients.
- Certified Financial Planner (CFP) or similar credentials preferred.
- Self-motivated, independent, able to work under pressure and meet tight deadlines
- Good command in both spoken and written English and Chinese. Mandarin is an advantage
- Immediately available is highly preferred
