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DATE ADDED: Sat 28/03/2020

HNW/UHNW Senior Client Advisor

Rugby, UK


JOB TYPE: Permanent, FullTime

SALARY: Negotiable

As part of our client's Asia growth strategy, we are looking for Relationship Managers to deliver exceptional client advisory services to our clients in Southeast and North Asia regions.


* Meet revenue targets and other quantitative targets like yield, AUMs, account growth and fee income ratio

* Implement geographical focused strategy in line with business strategy

* Acquire and retain clients

* Understand client requirement and daily maintenance of account relationships

* Provide investment advise to clients and fully responsible for clients under management

* Ensure compliance with bank's and regulatory requirements

* Source for and acquire new clients within your core market and refer potential clients to other marketing teams or other segments within the bank

* Maintain regular contact with clients including sales, visits, offer services and products, and understand the client's background and source of wealth

* Grow investable AUM for individual targets

* Provide investment advisory

* Prepare KYC and call reports

* Ensure audit trail and maintain records for all client communication & comply with documentation requirements Requirements

* Bachelor Degree with at least 8-12 years of work experience

* Proven sales track record of direct selling experience in private banking business

* Sound product knowledge relating to private banking

* Good understanding of compliance and regulatory requirements

* Excellent interpersonal and communication skills

* Ability to listen and understand client's requirements

* Team player and ability to work together with product, support team and other banking divisions to acquire clients