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Private Wealth Advisor - HK

Private Wealth Advisor - HK

Gemini PersonnelHong Kong, China
18 天前
职位描述

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 :

  • Bachelors degree in a relevant field (MBA preferred).
  • Proven sales experience in banking or financial services, preferably in securities dealing and wealth management roles
  • Strong understanding of China, Singapore and other international capital markets, all major investment instruments and the firm's products and services.
  • Ability to assess and understand client investment needs and preferences.
  • Client-focused and driven to deliver exceptional service.
  • Passion for front-line sales roles and an interest in financial markets.
  • Strong communication and interpersonal skills.
  • Team-oriented, disciplined, and self-motivated.
  • Proficiency in Mandarin (preferred) to liaise with Chinese clients and stakeholders.
  • Relevant professional licenses.
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    Hk • Hong Kong, China