Private Wealth Advisor
3 days ago
About the Company A premier global investment bank and financial services firm with a sterling reputation for handling sophisticated transactions and managing significant wealth. We serve the most discerning clients—ultra-high-net-worth individuals, institutions, and corporations—providing tailored solutions across capital markets, investment banking, and asset management. Joining means aligning with a brand synonymous with excellence, innovation, and global reach, where success is not just expected, but measured and rewarded. About the Team The Private Wealth Management team is the engine of client growth and a critical revenue driver for the firm. We are a high-octane, results-oriented group focused on maximizing client portfolios and expanding market share. This is a leadership role overseeing a team of highly-skilled Private Wealth Advisors who are expected to meet and exceed challenging AUM and revenue targets. We foster a culture of accountability, elite performance, and continuous professional development supported by the firm’s world-class resources. About the Job As the Private Wealth Director, you will hold the P&L responsibility for your team and market segment. This is a strategic and execution-focused role where your performance directly translates into the firm’s growth. Your core mission is to drive quantifiable results by: P&L & Target Ownership: Formulating and rigorously executing a high-impact business strategy to ensure the team consistently hits or surpasses aggressive annual sales, AUM, and client acquisition KPIs. Market Penetration: Leading proactive business expansion, establishing high-value distribution channels, and elevating brand to dominate the regional private wealth landscape. Building a Championship Team: Recruiting, developing, and mentoring Private Wealth Advisors into a top-performing unit. Implementing clear performance metrics and accountability standards to maximize individual and collective output. Operational Integrity: Maintaining absolute adherence to compliance standards while actively mitigating operational risks to secure sustainable, high-integrity growth. Skills & Experiences Required We are seeking a leader with a proven, verifiable track record of success in a target-driven financial environment. Required Licensing: Bachelor’s degree or above. Essential SFC and/or HKMA license holder. Performance History: Significant, quantifiable experience in retail/personal finance or private wealth management, with a documented history of managing and leading teams to achieve challenging sales and growth targets. Leadership Mindset: A self-motivated, results-driven professional with exceptional leadership qualities, integrity, and a deep, practical understanding of wealth management products and strategies. Strategic Acumen: Client-obsessed, with an ability to apply an excellent learning ability to grasp complex market dynamics and product offerings quickly. Communication & Influence: Superior communication, negotiation, and influencing skills. Fluency or high-level proficiency in Mandarin, Cantonese, and English is highly preferred to effectively engage our top-tier client base. Skills No additional skills required. Qualifications SFC and/or HKMA license holder Retail/personal business experience in financial industry is preferred Education Bachelor Degree #J-18808-Ljbffr
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