Job Description

Introducing Your New Company

As a leading this financial services group at the forefront of Asia, this organization stands as a premier choice for top industry talent. With a focus on growth and advisory effectiveness in the Asia Pacific region, they are currently seeking skilled Private Wealth professionals to join their team.

Your New Role

Working closely with the Consulting & Advisory team, you will be responsible for overseeing business development, relationship management and client experience.

• Relationship Management: Work closely with sales directors to drive revenue growth within HNW insurance product segment
• Support business on innovative strategies aimed at attracting and retaining high-net-worth individuals, family offices and enhancing overall client satisfaction with business partners.
• Client Onboarding: Facilitate a smooth onboarding process for clients, providing guidance and support throughout their journey.

Your Background

To excel in this role, you should possess a minimum of 8+ years of demonstrated experience within HNWI/ Family Office/ Trust relationship management

• A drive within Business Development & Advisory, enjoy client meetings, building partnerships & reaching goals
• Prior exposure within private wealth segment will be an advantage
• Fluency in English & Mandarin for presentations and communications is a plus.

What You'll Receive in Return

This presents an excellent opportunity for career advancement, regional exposure and working closely with APAC senior management.

Start Your Search Now

If you have the qualifications and are excited about this opportunity, please contact THE UPSIDE GROUP to learn more.

For More Information and Job Opportunities

Check out: https://upsidegroup.co/