Strategic Wealth Manager for Asia Market
2 days ago
Fargo Wealth Group is a premier wealth management firm dedicated to delivering exceptional financial solutions to high-net-worth individuals and families.
We are seeking a highly skilled and experienced Relationship Manager to join our team in the Asia market. As a key member of our private banking division, you will be responsible for managing and expanding a portfolio of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) across the region.
Your primary focus will be on developing and maintaining strong relationships with clients, providing personalized financial and investment advice, and conducting regular portfolio reviews to ensure alignment with their financial objectives.
The ideal candidate will possess a deep understanding of the diverse markets across Asia, cultural nuances, and a robust network within the region. You will work closely with internal teams to create and implement strategies for client acquisition and retention, and provide comprehensive financial planning and investment advice, considering clients' risk profiles, goals, and market conditions.
About the Role:- Develop, manage, and nurture strong relationships with HNW and UHNW clients across the Asia market.
- Act as the primary point of contact, offering personalized financial and investment advice.
- Conduct regular portfolio reviews and meetings to ensure alignment with clients' financial objectives.
- Identify and acquire new HNW and UHNW clients in the Asia market.
- Utilize your network and industry insights to expand the bank's client base.
- Work with internal teams to create and implement strategies for client acquisition and retention.
- Provide comprehensive financial planning and investment advice, considering clients' risk profiles, goals, and market conditions.
- Maintain confidentiality and integrity of client information.
To be successful in this role, you will require:
- A Bachelor's degree in Finance, Economics, Business, or a related field. A master's degree or CFA certification is a plus.
- Minimum of 5-7 years of experience in private banking, wealth management, or a related field with a focus on the Asia market.
- Strong understanding of the financial services industry, investment products, and market dynamics in Asia.
- Proven track record in client acquisition and relationship management within the HNW and UHNW segments.
- Fluency in English and at least one Asian language (e.g., Mandarin, Cantonese, Bahasa, etc.) is highly preferred.
- Excellent communication, interpersonal, and negotiation skills.
- Strong ethical standards and commitment to client confidentiality.
We offer a competitive salary and benefits package, including:
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
- State-of-the-art technology and resources.
- A comprehensive benefits package, including medical, dental, and vision insurance.
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