Key responsibilities :
- Understand client needs (individual, family, business) and develop long term client relationships
- Advise and develop investment strategy that aims to meet clients' objectives, needs as well as risk profiles
- Aspire to achieve individual performance objectives, from client book development, sales /financials, to upholding risk/compliance culture
- Implement and improve the quantitative analysis processes in the generation of comprehensive investment ideas, trade execution, and advanced strategies for HNW and UHNW Private Clients, including individuals, family offices, etc.
Key requirements:
- Bachelor's degree in Business Administration, Finance, Economics or related disciplines
- Experienced in crafting and implementing business development and sales initiations, including consultative sales for a wide array of products
- Solid understanding of investment products and strategy for HNW and UHNW clients