Job Highlights:

Our company is a fast-growing asset management company in Hong Kong, looking to expand our private wealth management team. We offer:

•        A highly competitive EAM platform with top-tier Private Banks and brokerages;
•        A full spectrum of products and resources to serve the needs of HNWIs, family offices and institutions;
•        Innovative, flexible remote working modes;
•        Competitive commission scheme (uncapped);
•        Standard medical and employee benefits.

Job Description:

•         Acquire, grow and maintain business relationships with private banking or affluent banking clients, to become their trusted adviser;
•        Provide private wealth management solutions and investment services to clients with respect to their circumstances and investment objectives;
•        Maintain close communication with clients on an ongoing basis to provide a consistent service in advising or managing their portfolios;
•        Achieve the company’s business objectives;
•        Promote long term client relationships and deliver the company's value proposition;
•        Ensure all selling activities are in compliance with internal guidelines and external regulatory bodies.

Requirements:

•         A Degree holder in Banking, Economics, Finance or related disciplines;
•        Minimum 5 years of relevant experiences in serving high net worth individuals in a private bank, EAM firm or premier banking;
•        Holder of SFC license for Type 1, 4 & 9 regulated activities;
•        Holder of CPWP or CWMA is highly regarded;
•        Customer-focused, with excellent communication and interpersonal skills;
•        With entrepreneurial spirit, good business sense and able to think strategically;
•        Independent, autonomous and strive to succeed;
•        Outgoing and has the ability to develop business networks;
•        Experienced in selling private banking and wealth management products;
•        Fully familiar with KYC and client onboarding process of banks;
•        Good command of written and spoken English and Chinese (Cantonese &/ Putonghua).