Partner – Hong Kong

Hong Kong
Posted 4 months ago

Established in 1998, Holborn Assets is a leading global financial services company delivering a superior experience to our circa 20,000 clients, via our 11 international offices, all supported by over 450 personnel. A British family-owned and run company, we have always taken pride in applying a holistic approach with our clients’ global needs, from citizenship & residency to wealth management, international real estate, insurance & tax planning, and much more.
We are looking to establish our Citizenship/Residency by Investment team in our Hong Kong Office in Lippo Tower 2. We are looking for an established individual who wants to further his/her career and take full responsibility for our HK operations.

Key Responsibilities

  • Build up a network of relevant business contacts and contacts to potential target groups
  • Represent the firm in the marketplace and at industry events and (local) conferences
  • Convert leads into client cases, through the delivery of industry-leading client service, a premier on-boarding experience and world-class advisory services to new and existing clients to meet assigned annual sales targets
  • Raise awareness about the services and solutions offered by Holborn Assets
  • Research, prepare and execute high-impact meetings with potential introducer’s, intermediary partners and client prospects/leads
  • Actively grow the existing contact database to identify new value creation opportunities, and update & maintain all relevant data in the CRM system
  • Recruit & Manage a  team of local Client Advisors

Required Competencies

  • Having an already existing significant network of relevant business contacts to be able to start respective initiatives right away
  • Having an entrepreneurial mind-set / attitude
  • Being able to organize the maintenance of future business on-site
  • Having exceptional communication skills in order to communicate, present and negotiate with all industry stakeholders
  • Ability to collect data required to prepare an accurate analysis of the client and be able to offer the most fitting solutions
  • Ability to lead a local (sales) team

Essential Skills
Strong local networks in (U)HNWI that allow for business development 
2 years + of experience in Citizenship Industry in local market
Multi-lingual English/Mandarin

Desirable Skills
Proven sales record and team leading experience

Job Features

Job CategorySenior management

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