Senior Client Acquisition Specialist for Ultra High Net Worth Individuals
16 hours ago
Overview
- Value Search Asia is a leading wealth management firm that specializes in serving high net worth individuals in Greater China.
Salary
- The estimated annual salary for this role is $120,000 - $200,000 USD, depending on experience and qualifications.
Job Description
- We are seeking an experienced relationship manager to join our team in Greater China. As a senior client acquisition specialist, you will be responsible for proactively managing and developing relationships with potential ultra-high net worth (UHNW) clients in the region.
- You will work closely with the Asia Head of Wealth Management to build up assets under management (AUM) and generate revenues through offering a variety of financial services.
- Your key responsibilities will include understanding clients' needs and objectives, managing and monitoring client accounts, and coordinating portfolio solutions based on their risk tolerance and investment preference.
Required Skills and Qualifications
- To be considered for this role, you should have at least 10 years of experience in managing or building up a wide and solid client network in Greater China.
- Proven track record of success in client acquisition and retention is essential.
- You should have a good knowledge of financial products and market updates.
- Excellent communication and interpersonal skills are required, as well as strong verbal and written communication skills in Mandarin and English.
Benefits
- This is an excellent opportunity to join a dynamic and growing firm in the wealth management industry.
- You will have the chance to work with a talented team of professionals and contribute to the company's continued success.
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