My client is an expanding, institutional-backed regional External Asset Manager (EAM) that incorporates an elite Private Client & Family Office ecosystem. They provide an agile alternative to traditional banking bureaucracy through a pure multi-provider open architecture model, granting uncompromised access to market-wide investments, premium financing, and bespoke legacy structures. The platform offers direct practice ownership where you fully own your client base, backed by a competitive base salary and an attractive commission and overriding layout designed for practice builders.
Key Responsibilities
- Frontline Asset Gathering:
Proactively prospect, acquire, and manage high-net-worth individual portfolios and liquid private enterprise owners.
- HNW Legacy Structuring:
Advise premium client networks on complex wealth protection, asset shielding, family trusts, and universal life frameworks.
- Bespoke Portfolio Allocation:
Utilize the open architecture to construct customized multi-asset solutions completely free from single-brand bank product quotas.
- Compliance & Operational Excellence:
Maintain the highest institutional standards of conduct, client due diligence (CDD), and meticulous portfolio documentation.
- Practice Building:
Contribute to regional team development by mentoring junior wealth hunters to scale advisory pods and drive market volume.
Requirements
- Experience Sweet Spot:
Minimum 5+ years of frontline client-facing relationship management experience within global priority, private, or commercial/SME banking engines.
- Market Access & Network:
An active, highly portable personal network of high-net-worth individuals, entrepreneurs, and local family business owners.
- Strategic Corridor:
Deep-set, warm client relationships and established execution history within the Greater China and GBA cross-border wealth corridors.
- Hunting Skillset:
Exceptional business development (BD) capability with a self-directed hunting mentality to build a pipeline without inbound branch leads.
- Entrepreneurial DNA:
An independent, solutions-oriented mindset with clean regulatory records and appropriate active licensing (SFC, HKMA, or IIQE).
Argyll Scott Asia is acting as an Employment Agency in relation to this vacancy.