Private Wealth Advisor - HK

Introduction :

Our client, a leading Chinese investment bank and financial services provider, is now looking for a driven Private Wealth Advisor / Relationship Manager to join their Wealth Management team.

Responsibilities :

• Building and maintaining relationships with high-net-worth individuals, their families, family offices, and corporates.
• Understanding client needs, identifying investment opportunities, and providing tailored financial advice.
• Develop and manage relationships with target clients to bring in new clients and assets under management (AUM).
• Deliver investment advisory and asset allocation services.
• Provide trading and execution services across various asset classes
• Assist clients with wealth planning and preservation through financial tools and services.
• Work collaboratively within a professional and dedicated team environment.

Requirements :