Team Leadership and Management:
- Lead, mentor, and inspire a small team of investment advisors to achieve individual and team performance goals.
- Provide coaching, feedback, and guidance to team members to enhance their professional development and overall performance.
- Conduct regular team meetings and performance reviews to monitor progress and address any challenges or concerns.
Client Relationship Management:
- Develop and maintain strong relationships with high-net-worth individuals and institutions in the North Asian market, predominantly Mandarin-speaking clients.
- Collaborate with investment advisors to understand clients' financial needs, risk tolerance, and investment objectives.
- Ensure exceptional client service by providing personalized investment advice and recommending suitable financial products.
- Stay up-to-date with market trends, investment products, and regulatory changes affecting the financial industry, particularly in the North Asian market.
- Work closely with the team to develop investment strategies and tailor investment portfolios to meet the unique needs and goals of clients.
- Conduct in-depth research and analysis on investment opportunities, providing expert advice and recommendations to clients.
Compliance and Risk Management:
- Ensure the team adheres to all relevant regulatory and compliance policies and guidelines.
- Monitor and mitigate potential risks associated with investment advisory activities.
- Collaborate with internal stakeholders, such as legal and compliance teams, to address any compliance-related issues.
Qualifications and Requirements:
- Bachelor's degree in finance, economics, business administration, or a related field. Master's degree is a plus.
- Fluency in Mandarin is essential. Proficiency in English and other languages is an advantage.
- Proven experience as a Team Manager or similar leadership role in the wealth management or private banking industry.
- Deep understanding of investment advisory practices, financial markets, and wealth management products.
- Excellent communication and interpersonal skills to effectively collaborate with clients and team members from diverse backgrounds.
Please contact Kelly Phun by emailing your cv directly in word format to firstname.lastname@example.org
Please note that due to the high number of applications only shortlisted candidates will be contacted. If you do not hear from us in the next 5 business days we regret to inform you that your application for this position was unsuccessful.
EA License : 16S8131
Recruiter Licence: R1219710