Senior Wealth Management Professional

9 hours ago


Hong Kong, Central and Western District, Hong Kong SAR China HR Plus Full time
Job Title: Senior Wealth Management Professional

About the Role:
We are seeking a highly experienced Settlement Officer to join our team at HR Plus. The ideal candidate will have a strong background in wealth management, with a minimum of ten years of experience in providing administrative support to sales teams and conducting margin calls with counterparties.

Key Responsibilities:
• Provide administrative support to the sales team, including coordinating daily settlement and processing settlement payments and receipts
• Conduct margin calls with counterparties, ensuring timely and accurate transactions
• Assist Bankers in the execution of credit facilities, maintaining strong relationships with clients and colleagues alike
• Communicate sales propositions proactively, keeping stakeholders informed about market trends and strategies
• Deliver exceptional client service and team support, fostering a positive work environment

Qualifications:
• Minimum of ten years of solid experience in wealth management, with a strong track record of success
• Bachelor's degree in Finance or a related field, preferably with a Legal Degree and/or AML certification
• Excellent analytical and organizational skills, with proficiency in written English and Chinese
• Strong network in the private banking industry, with knowledge of mutual funds and investment advisory
• Willingness to travel and be a team player, with flexibility to adapt to changing priorities
• HKCEE/HKDSE with at least passes in Chinese

What We Offer:
A competitive salary of HKD 120,000 - 180,000 per annum, non-contributory pension, and attractive bonus payouts, making this an excellent opportunity for those looking to advance their careers in wealth management.

Why Join Us:
HR Plus offers a friendly team environment, great buy-side exposure with a large variety of investment products, and opportunities for professional growth and development.

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