Roles & Responsibilities

• Be part of the pioneer team in Southeast Asia
• Great opportunity to lead strategy for the region

About Our Client

Our esteemed client is a leading securities firm renowned for its strong financial backing and exceptional asset management arm. With a steadfast commitment to excellence and innovation, the firm has established itself as a prominent player in the financial industry. Backed by a seasoned team of experts, our client offers a comprehensive range of financial services that cater to both individual and institutional investors.

Job Description

• Client Engagement: Develop and nurture relationships with high net worth individuals to understand their financial objectives, risk tolerance, and investment preferences. Act as a trusted advisor, providing strategic insights and guidance on digital assets as part of their investment portfolios.
• Digital Asset Expertise: Demonstrate a comprehensive understanding of various digital assets, especially security token offerings (STOs). Stay informed about market trends, regulatory developments, and emerging technologies to effectively educate and inform clients.
• Needs Analysis: Conduct thorough financial assessments to identify opportunities where digital assets align with clients' investment objectives. Design tailored investment strategies that incorporate digital assets while considering their overall financial profile and risk appetite.
• Portfolio Management: Construct and manage customised digital asset portfolios for clients, utilising data-driven insights and industry best practices. Regularly review and adjust investment strategies based on market conditions and client feedback.
• Sales and Business Development: Drive revenue growth by proactively sourcing new HNWI clients interested in digital asset investments. Leverage your network, attend industry events, and collaborate with marketing to execute targeted campaigns that attract potential clients.
• Education and Communication: Educate clients about the potential benefits and risks associated with digital assets, addressing any concerns or misconceptions they may have. Clearly communicate complex concepts in a simplified manner to enhance clients' understanding.
• Regulatory Compliance: Stay up-to-date with relevant laws, regulations, and compliance requirements related to digital assets. Ensure that all client interactions and investment strategies adhere to industry standards and legal guidelines.
• Performance Tracking: Monitor the performance of digital asset portfolios and provide regular performance updates to clients. Analyse investment results, explain variances, and make strategic adjustments as needed to achieve clients' financial objectives.

The Successful Applicant

• Bachelor's degree in Finance, Economics, Business, or related field; advanced degree or relevant certifications preferred.
• Proven track record in financial services, wealth management, or investment advisory.
• Interest or knowledge of various digital assets and blockchain industry.
• Strong understanding of investment principles, portfolio management, and risk assessment.
• Excellent communication and presentation skills; ability to convey complex concepts clearly and concisely.
• Established network within the high net worth community and ability to attract new clients.
• Demonstrated ability to work collaboratively within a team and adapt to evolving market dynamics.
• Uphold the highest ethical standards and maintain client confidentiality.
• Proficiency in financial software, tools, and platforms for portfolio analysis and reporting.

What's on Offer

• Competitive compensation package including base salary and performance-based incentives.
• Comprehensive benefits, including health and dental coverage.
• Opportunities for professional development and continuous learning.
• Access to cutting-edge technology and industry experts.
• Collaborative and inclusive work environment.

Tell employers what skills you have

Wealth Management
Investment Advisory
Asset Management
Investment Strategies
Regulatory Compliance
Tolerance
Dynamics
Investments
Securities
Needs Analysis
Economics
Portfolio Management
Presentation Skills
Sales and Business Development
Business Development
Financial Services