Duties & Responsibilities
- Working with the existing team on ways to grow yown personal portfolio of clients in the APAC region.
- Providing clients investment advice and support as well as promoting the investment products this firm can offer
- Advise on tailor-made solutions to meet clients requirements and collaborate with the estate planning unit in the creation of wealth planning solutions
- Travelling and meeting with new clients on a regular basis in order to onboard them as well as in order to grow your portfolio of clients
- Being active on social media and being able to attend various events to meet with new clients
Experience/Requirements:
- Minimum 3 years of experience in wealth management gained from banks or insurance companies
- An established and transferable book of clientele base in the APAC Region is necessary
- Having a hunter approach to meeting and on-boarding new clients
- Sound knowledge on investment products and the markets
- Being up to date with the relevant regulations
- Sound understanding of financial services which includes a working knowledge and application of compliance and cross border regulations
- Possess relevant accreditation (M5, M8, M8A, M9, M9A & HI)
