Lead, develop and implement the wealth management business strategies for the firm
Manage client relationships and provide them high-quality bespoke investment advisory and solutions
Identify and acquire prospects, and devise marketing strategies to expand AUM and revenue growth
Conduct portfolio reviews with clients and communicate market views periodically
Manage multi-asset discretionary portfolios and asset allocation to clients according to their expected returns and risk appetite
Liaise with external business partners to provide different service and wealth management solutions to clients
Work with the senior management to ensure the compliance of regulatory requirements
Key requirements
At least 8 years of investment advisory/ private banking / external asset management
Bachelor\'s degree in Economics/Finance/Business or other disciplines
Entrepreneurial with strong leadership skill, highly driven and result oriented individual with proven track records in private wealth management
Good product knowledge across various asset classes and global markets
Solid experience in asset allocation, portfolio construction based on financial analysis
Competent in communicating to and building relationships with HNWI and UHNWI clients with outstanding client servicing skills
Interested parties please send your resume to Cindy Low at cindy@amethystasiapartners.com Only shortlisted candidates will be contacted EA License Number: 20C0180| Registration no: R22111549
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