Private Wealth Adviser
5 days ago
Company Description
JS Wealth serves High Net Worth Individuals and family trusts and estates. Its mission is to be the best multi-family office in Asia, providing outcomes-based planning and bespoke solutions with simplicity and transparency. Partnered with iFAST Global Markets, JS Wealth utilizes its fintech wealth management platform to access a broad range of investment assets.
Role Description
This is a full-time role as a private wealth adviser at JS Wealth. The role is based in Hong Kong SAR but Advisers will often find themselves mobile and travelling. The Adviser will be responsible for consultative financial planning advice, business relationship management, investment analysis and presentation to clients, estate planning, and day-to-day managing of investments for High Net Worth Individuals and family trusts. This is a career opportunity as part of a growing team and a great platform for those looking for a long and successful career in wealth management.
Qualifications
- The ideal candidate is an experienced HNW Wealth Adviser looking for a great platform to serve their clients
- Financial Planning and Investments skills
- Business Development skills
- Continued Learning and Professional Development
- Strong analytical and quantitative skills
- Excellent interpersonal and communication skills
- Ability to work independently and as part of a team
Mid-Senior level
Employment typeFull-time
Job functionFinance and Sales
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