Requirements                          

• Bachelor degree graduate or above in Business, Finance, Economics, Engineering or other related disciplines with 8 years relevant experience. Candidate with lesser experience may also be considered.

• At least 3 years of supervisory experience in handling High Net Worth (HNW) / Ultra High Net Worth (UHNW) clients and portfolios

• Licensed in Regulated Activities of Type 1 & 4. Those registered as an Executive Officer with HKMA and or a Responsible Officer with SFC in relevant industry will be an advantage

• Sound knowledge in multi asset classes and familiar with the Hong Kong wealth management business practices and mid/back office operations

• Strong in creativity, problem solving, interpersonal, communication, and presentation skills

• Strong in business development skills, performance driven, and sales-oriented

• Able to work independently and under pressure

• Highly proficient in written and spoken English and Cantonese. Mandarin speaker is an advantage

• Presentable, aggressive, result-oriented, and with good business acumen

• Responsibilities

• Establish new relationships and manage existing relationships in order to generate new AUM and Gross Revenue

• Provide best customer service, investment solutions, and deepen relationships with clients

• Enhance and deepen existing relationships by cross-selling products and services

• Collaborate strongly with internal stakeholders and other business units to generate new Private Wealth referrals

• Comply with internal guidelines, regulatory requirements, and code of conducts

Please send us your resume (in Word Document) including both current and expected salary.

(Personal data provided in the employment applications will be treated in strict confidential and used in strict confidence and used only for recruitment purpose. All unsuccessful applications will be destroyed upon completion of the process.)