Key responsibilities:

• Build and maintain strong relationships with high net worth clients by understanding their needs and expectations, ensuring they are engaged in a professional and timely manner;
• Lead the project with end-to-end management across initiation to final implementation
• Liaise with professional parties on compliance matters relating to wealth management businesses
• Supervise the work of wealth management and business development of the operation
• Prepare relevant documents and proposals with consideration of clients’ wishes and needs
• Develop and implement wealth management and life planning strategies in conjunction with Senior Management

Requirements:

• Degree in business related discipline, or demonstrate equivalent relevant experience;
• Completed relevant professional qualification: CPA or ICSA/STEP/ACCA or Law preferred;
• Minimum 3 years in wealth management and life planning administration in financial institution, trust companies, CPA or professional firms;
• Experience and knowledge of trust management is preferred and an advantage;
• Good connection with clients and professional intermediaries;
• Excellent in spoken English, Mandarin, and Cantonese;
• Good command of written English and Chinese;
• Responsible and self-motivated;
• Proactive, result-oriented with excellent interpersonal skills;