Wealth Management Associate

4 days ago


Hong Kong Island, Hong Kong SAR China Quam Asset Management Limited Full time

Assists senior advisors in managing client relationships by providing comprehensive financial planning and investment advisory services. Conduct client meetings, assess client needs, and develop customized wealth management strategies. Conduct in-depth research and analysis of investment opportunities across asset classes, including equities, fixed income, alternatives, and real estate. Build and manage client portfolios based on their risk tolerance, financial goals, and investment objectives. Develop and implement comprehensive financial plans for clients, considering their short-term and long-term financial goals. Identify and mitigate potential risks associated with client accounts and transactions. Job Requirements: A master's degree in business administration (MBA) or a related field (e.g. Finance, economics) with 1-2 years relevant experience in Financial sector. Excellent analytical skills, with the ability to interpret complex financial information and make informed investment recommendations. Exceptional communication and interpersonal skills, with the ability to build trust and establish rapport with clients. Demonstrate leadership potential and the ability to work effectively in a team environment. Proficiency in financial modelling, data analysis, and investment research tools. We offer attractive salary, benefits and 5-day workweek to the successful applicant. Please send your resume with present and expected salary to us. (Please quote the job reference number and job title on the email subject line.) Personal Data collected will be used for recruitment purposes only. #J-18808-Ljbffr



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