Description

• Serve as the primary point of contact for a portfolio of large institutional clients.
• Develop and execute business development strategies to expand footprint in the region.
• Collaborate with internal investment professionals to tailor products to client-specific needs.
• Represent the firm at high-level client meetings and industry events.
• Contribute to the growth of the wealth management business within Greater China & APAC.

• An undergraduate or advanced degree (Masters/MBA) from a global Tier-1 university.
• Progress toward or completion of the CFA designation is highly preferred.
• Approximately 3-5 years of relevant industry experience, with a proven track record of managing and growing institutional client relationships in Greater China.
• Deep knowledge of investment concepts, global economics, and capital markets.
• Specific expertise in fixed income, private credit, and alternative investments is essential.
• Exceptional problem-solving skills and the ability to translate complex financial technicalities into "ideal solutions" for clients.
• A self-starter with an entrepreneurial spirit and a relentless pursuit of excellence.