Limited H

Client Advisor, Private Banking (BB-4801D)

Found in: Neuvoo Premium HK


* Responsible for managing team as well as a private client portfolio consisting of high net worth and ultra-high net worth individuals in North Asia

* Advising clients on portfolio management, asset allocation and other traditional and alternative investments

* Establishing new relationships and manage existing relationship in order to generate new Asset Under Management and Gross Revenue

* Growing revenue, increase asset under management of portfolio and increase inflows of net new money, achieving growth by leveraging brand, channels and network

* Working closely with investment advisory, compliance and execution teams

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