Store Account Manager at Puig promoting luxury brands like Carolina Herrera and Jean - Paul Gaultier. Achieving sales targets and delivering unique customer experiences.
About the role
- Relationship Manager providing tailored financial advice and investment strategies for Ultra High Net Worth clients in Asia. Involves developing long-term client relationships and implementing investment strategies.
Responsibilities
- Understand client needs (individual, family, business) and develop long term client relationships
- Keep updated with client profiles, investment objectives and risk appetite
- Advise and develop investment strategy that aims to meet clients’ objectives, needs as well as risk profiles
- Contribute to sales and marketing, prospecting and new product development initiatives
- Aspire to achieve individual performance objectives, from client book development, sales /financials, to upholding risk/compliance culture
- Have a comprehensive understanding of the local regulatory requirements of the investment advisory business and apply this knowledge appropriately
- Implement and improve the quantitative analysis processes in the generation of comprehensive investment ideas, trade execution, and advanced strategies for Ultra High Net Worth (UHNW) clients in Asia, including individuals, family offices, etc.
Requirements
- Bachelor’s degree in Business Administration, Finance, Economics or related disciplines
- 6-10 years of experience 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 UHNW clients
- Excellent interpersonal skills
- Effective communication skills in Chinese, English and Mandarin (depending on the market coverage)
- CPWP (Certified Private Wealth Professional) and CFA preferred
Benefits
- Health insurance
- Comprehensive employee benefits
- Flexible working hours
- Paid time off
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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