KOS International Limited | Wealth Management Manager

6 days ago


kowloon, Hong Kong SAR China KOS International Limited Full time
Wealth Management Manager (64005) Tsim Sha Tsui, Hong Kong

We are seeking a dynamic and experienced Wealth Management Manager to join the team. The ideal candidate will have a strong background in financial services, exceptional client relationship skills, and a proven track record in wealth management. As a Wealth Management Manager, you will be responsible for managing a portfolio of high-net-worth clients, providing tailored investment advice, and ensuring the growth and retention of client assets.

Key Responsibilities:

  • Develop and implement comprehensive wealth management strategies for high-net-worth clients.
  • Build and maintain strong, long-term relationships with clients by providing exceptional service and personalized financial solutions.
  • Conduct in-depth financial analyses and create customized investment portfolios.
  • Stay current with market trends, investment products, and regulatory changes.
  • Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
  • Identify new business opportunities and expand the client base through networking and referrals.
  • Provide ongoing education and guidance to clients on investment strategies and financial planning.

Qualifications:

  • Bachelor's degree in Finance, Economics, Business Administration, or related field.
  • Minimum of 3 years of experience in wealth management, financial planning, or related field.
  • Strong understanding of investment products, financial markets, and regulatory requirements.
  • Excellent interpersonal and communication skills with the ability to build trust and rapport with clients.
  • Proven ability to manage and grow a portfolio of high-net-worth clients.
  • High level of integrity and commitment to client confidentiality.

Application Details:

Name: Please include your first and last name.

Email: @

Phone: Please include your country code.

CV / Resume: Yes, I am currently eligible to work (work permit/visa/citizenship) in the country to which I am applying. No, I am not currently eligible to work (work permit/visa/citizenship) in the country to which I am applying.

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