Acquisition of HNWI clients, sale of advisory services and prospects across asset classes, including equities, fixed income, currency, hedge funds and structured products;
negotiating contracts with potential clients, developing a personal promotion strategy and conducting personal sales;
cooperating with compliance division and ensure that all processes and standards are met and accurate (KYC etc.);
generating bespoke investment solutions and advise HNWI clients;
conducting regular appraisals of clients’ portfolios, check that investments remain within objectives and risk boundaries;
building and keeping strong relationship with clients to ensure service satisfaction and meet on going requirements.
Skills and Qualifications
3 years+ experience in IB on the relevant position;
solid academic background;
deep understanding of investment products;
financial background is an advantage;
proven sales achievements;
profound understanding of financial markets and economic trends;
fluency in English is a must;
IT skills: advanced MS Excel, Word, Power Point user;
relevant certificates is a plus;
excellent communication and sales skills.
If you are interested in a career with us please forward your CV to email@example.com. Please specify which department you would like to be considered for.