Our client is a leading well established investment and finance company in Hong Kong. To expand the private wealth management team, now looking for high-caliber candidates to join the team.

Senior Wealth Manager/Wealth Manager

Responsibilities: 

• Build long term relationship with customers by providing excellent and value added service to customers
• Identify customers’ needs and provide comprehensive investment solutions        
• Expand business by solicit high net worth individuals through personal connections, referrals, business events and gatherings
• Perform and execute comprehensive range of private banking, investment and wealth management transactions in Hong Kong and China market
• Provide risk analysis and market update information to customers
• Ensure the operations in compliance with Company policies and guidelines

Requirement:

• University Degree in Finance, Economics or business related discipline 
• Minimum 5 to 7 years relevant experience in serving high net worth customers 
• Qualified for registration as a Securities Intermediary and Insurance Intermediary 
• Well versed with operating procedures of securities and asset management
• Good command of written and spoken English, Cantonese and Mandarin

If you are interested, please send your resume to email: [email protected]. com

Any enquiries, can contact Miss Ho on Tel: 9082 0937

(Personal data collected will be treated in strictest confidence and handled confidentially by authorized personnel for recruitment-related purposes only.)