Wealth Management Specialist

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Polymath Search Full time
Senior Role in Investment Sales

We are searching for a highly skilled professional to fill a senior role in our client solutions team. As a Regional Client Solutions Senior Manager, you will develop the business strategy with a focus on wealth management and provide market insights to clients. Your extensive knowledge of private markets and alternative products is essential for this position.

Duties and Responsibilities
  1. Foster deep relationships with clients and prospects, navigating complex negotiations within a multi-stakeholder sales process.
  2. Educate clients on private markets and alternative investment products, providing insights on market trends and analysis.
  3. Continuously gather and share insights on the competitive landscape, investor preferences, and market trends with colleagues worldwide.


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