External Asset Manager

We are seeking a highly motivated and experienced External Asset Manager to join our growing team. This role is ideal for a self-driven professional with a strong network and a passion for wealth management. You will be responsible for providing personalized investment solutions to high-net-worth clients and managing client relationships with discretion and care.

Key Responsibilities:

• Build and manage a portfolio of high-net-worth clients, delivering tailored investment strategies.
• Act as a trusted advisor, offering comprehensive asset management services and financial planning.
• Source, evaluate, and recommend investment products aligned with clients’ goals and risk profiles.
• Collaborate with internal teams and external partners to ensure optimal service delivery.
• Maintain compliance with financial regulations and company policies.
• Prepare and present regular performance reports to clients.
• Expand and nurture a strong referral network to grow the client base.

Qualifications:

• Proven experience as an External Asset Manager, Relationship Manager, or similar role in wealth/asset management.
• Strong understanding of financial markets, investment products, and regulatory frameworks.
• A demonstrated ability to build and maintain long-term client relationships.
• Excellent interpersonal, negotiation, and communication skills.
• Self-motivated, entrepreneurial mindset with a results-oriented approach.
• Relevant financial certifications (CFA, CFP, CMFAS, etc.) are advantageous.

Language Requirement:

Due to our client base, proficiency in Chinese (Mandarin) is required to communicate effectively with Chinese-speaking customers.