EAM / Wealth Manager - Worldwide

SUMMARY:

Specialising in discretionary portfolios and owned by a large European Asset Manager with over €50 billion in Assets Under Management, this company provides clients with a unique range of exclusive offerings from both Asia and Europe.

COMPANY DESCRIPTION:

An investment management company established in Singapore and has been advising endowments, family offices, foundations and high-net-worth individuals since 1999.

The Group promotes, manages and distributes financial and insurance products in Italy, Luxembourg, Monaco, Ireland, Switzerland, Turkey, Hong Kong, China, Singapore and Brazil. This brings extensive Investment expertise and a diversity of investment products to clients in Asia.

The firm offers a suite of Asia and Global funds to investors with a focus on Risk Adjusted Returns. These funds invest in a range of Asset classes and are managed by an experienced team of 47 Portfolio Managers and 19 Investment Analysts across the world. These investment products include Hybrid Bonds, Sukuk Bonds, Renminbi Money Market Funds, European Balanced Funds, Italian Equities, European Long Short Funds and Catastrophe Bonds.

JOB DESCRIPTION:

  • Build and manage an active client base of high net worth private clients (invested assets $2M-20M), providing bespoke banking and investment solutions.
  • Promote the company's range of funds and EAM services - consolidation of multiple private banking accounts.
  • Develop your book through internal and external business development methods.

CANDIDATE REQUIREMENTS:

You will need to have an existing portfolio of clients with a book of invested assets of >$20,000,000 AUM as a minimum.

As an EAM you will have much greater flexibility with your business and be able to offer bespoke services to clients - you must therefore must be incredibly entrepreneurial minded.

This is an international role so you must be prepared to develop an international client base and may include travelling overseas.

You must have at least 4 years' experience and relevant qualifications in offering financial and / or investment advice to wealthy individuals on an international basis.

OPPORTUNITY:

Core business line - investment and fund management to keep the investment function, a vital component of the wealth management process, under the roof of the practice. For a client, this access, is a rich treasure trove of experience and expertise.

Company's approach for wealth management - managing Private Clients' wealth through limited power of attorney on their Private Bank accounts along with partnerships with the largest Swiss and local banks. This will help clients consolidate their investment accounts into a primary location to provide the optimal allocation and investment recommendations across multiple accounts.

Capability to customize offerings, pitch strategy, and provide touch-points, according to the client’s segment. This is likely to generate a higher return on effort, more productive use of advisor time, and higher relationship-conversion and client-acquisition rates—potentially at lower cost.

Logistics such as account opening procedures, business support, back office services and other technical aspects of the business.

This summary has been prepared 

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