Responsibilities:

• Provide the full suite of wealth management services to high net-worth individual clients
• Strong desire of self-improvement and learn from experiences
• Good communication, interpersonal, analytical and relationship management skills
• Monitor clients' portfolios on a regular basis to identify additional business opportunities and revenue growth potential
• Customize portfolio proposals for clients through allocation of client funds into products across fund, equity and other asset classes
• Perform investment portfolios analysis, monitor the performance and make necessary recommendation on portfolio asset allocation
• Conducting financial mapping of clients to analyze key parameters including risk profile, asset allocation, investment horizon and liquidity needs
• Work closely with other departments, to identify cross-selling opportunities and bring all relevant products and services to our clients
• Solid product knowledge (eg, funds, equities, margin financing, insurance, structured product)
• Implement and improve the quantitative analysis processes in the generation of comprehensive investment ideas, trade execution, and advanced strategies for High Net worth & Ultra High Net Worth (UHNW) clients in Asia, including individuals, family offices, etc.

Requirements:

• Good skill in client relationship, credit assessment and communication
• Solid understanding of investment products and strategy for UHNW clients
• Self starter/Entrepreneurial at business development
• Effective communication skills in Chinese, English and Mandarin (depending on the market coverage)
• Strong sales orientation and ability to work under pressure
• Strong desire of self-improvement and learn from experiences
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
• Passes in the HKSI licensing examinations
• Minimum 5+ years experience, with good knowledge of investment products
• CFP/CFA not required but preferred

We offer attractive remuneration package to the right candidate. Interested applicants please send detailed resume and date of availability to Human Resources Department. To apply for this position, please click “APPLY NOW” .

All applications will be treated in the strict confidence and personal data collected will be used for recruitment purpose only.