Regional Client Solutions Senior Manager
5 days ago
We are partnering with a fast-expanding Global Financial Institution in Hong Kong/ Singapore and they are seeking a seasoned professional to be part of their regional client solutions team. Being a senior member of the team, you will help in developing the business strategy with a focus on Wealth Manager. To succeed in this role, you should have extensive knowledge in the private market/ alternatives products and have solid experience in client acquisition, promoting funds, building client relationships, facilitating transactions and also providing market insights.
Responsibilities of the role:
- Facilitating Transactions: to build and maintain a strong, sustainable pipeline of prospective clients while fostering deep relationships with both clients and prospects, navigating complex negotiations within a multi-stakeholder sales process.
- Market Insights: to educate clients on Private Markets and Alternative investment products, providing insights on market trends and analysis while effectively communicating the firm's investment solutions and capabilities to clients and partners.
- Continuously gather and share insights on the competitive landscape, investor preferences, and market trends with colleagues worldwide.
Requirements of the role:
- Strong academic background in relevant field.
- Over 16 years of extensive experience in the Asset or Wealth Management industry, with a proven track record in client relationship development and management.
- Must hold an SFC license as a representative for Type 1 and 4 activities. (if candidate is based in Hong Kong)
- Significant experience in marketing private markets and alternative investment funds to the private wealth sector, with a strong understanding of the distribution model is highly preferred.
- Entrepreneurial mindset with exceptional problem-solving and analytical abilities.
- Outstanding presentation, verbal, and written communication skills, with the ability to build trust and effectively manage and influence stakeholders at all levels.
- Highly collaborative, with a strategic approach to business opportunities and client management.
- Self-motivated, independent, and adaptable to a fast-growing, entrepreneurial environment, with a proactive, hands-on attitude.
Application Process: If you have relevant experience and are interested in having a confidential discussion, please forward your CV to ginahui@polymathsearch.com. We regret that only shortlisted candidates will be contacted.
SG EA Licence No | 23S2043 HK EA Licence No | 77264 Registration No | R2411975
Seniority level- Director
- Full-time
- Business Development, Sales, and Other
- Investment Management and Financial Services
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