eFinancialCareers

• Company

  Beresford Blake Thomas

• Location

  China-Hong Kong

• Remuneration

  $61-92,000 HKD pcm (based on experience)

• Position Type

  Employee

• Employment type

  Full time

• Updated

  17 Nov 2008

• eFC Ref no

  471404

As a Client Advisor / Relationship Manager in the banks wealth management department, you will develop and maintain long term client relationships by drawing on your strong personal contact network. As a competent partner to your clients you will advise them on all aspects of wealth management strategies and solutions to maximise their wealth opportunities. You will achieve this by building strong relationships with your clients relying on your excellent knowledge of the market and drawing on the expertise of the bank's product and solution specialists as appropriate.

You will also be responsible for the structuring of tailor made investment solutions for high net worth clients to meet the investment requirement and demands. Presentational skills are a must, as you would be expected to visit clients and put together and conduct presentations on the investment vehicles you are advising. You will also be responsible for helping the team in expanding and marketing investment products and structured funds to fellow bankers and clients

Requirements:

• Minimum 8 years' professional experience successfully advising high net worth Clients.
• Formal qualifications (University degree or other recognised qualifications).
• Seasoned book worth US$50-100 plus
• Proven track record in acquisition success and extensive product and investment knowledge.
• Outstanding relationship management capabilities with strong analytical, communication and interpersonal skills.
• Good sense of managerial skills and ability to lead others
• Strong analytical and quantitative skills, good at financial valuation models, diverse knowledge and good understanding of different asset classes of investment products (e.g. Equity, Fixed Income, etc. is highly desirable)
• Well versed with the various investment strategies of managing different portfolios
• You will have a strong understanding of current financial markets
• Knowledge in wealth management and able to recommend various products to meet clients needs
• Excellent understanding of execution of trades is a must
• Fluency in English and relevant local language skills subject to the respective country teams
• HK visa and ID card is required