Wealth Manager

5 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

 Responsibilities

  • Oversee the client service operations, ensuring the delivery of high-quality support and services to institutional clients.
  • Lead the target segment research and onboarding efforts for new clients, overseeing the preparation of pitch books and internal documentation.
  • Provide proactive investment insights and maintain robust communication with clients, ensuring timely responses and a high level of service.
  • Drive business development initiatives, identifying and capitalizing on new opportunities in the institutional market.
  • Strengthen the institutional client base, promoting research services and cross-selling other financial products.
  • Develop sales strategies and achieve targets in line with business goals.

Requirements

  • Bachelor's degree in Business Administration, Finance, Economics, or a related field; advanced degrees or certifications are preferred.
  • Comprehensive understanding of investment products, financial markets, and private banking strategies.
  • Proven track record in developing client relationships and executing transactions effectively.
  • Exceptional communication skills and proficiency in English and Mandarin; Cantonese is a plus.
  • Strong leadership skills, with the ability to drive results and manage multiple tasks in a dynamic environment.
  • Licensed under SFC with Type 1, knowledgeable in local regulatory and compliance standards.


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