Financial Portfolio Strategist

2 months ago


Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

Job Title:

Financial Portfolio Strategist

Company Overview:

Unicorn Advisor (HK) Limited is a leading financial institution dedicated to providing top-notch wealth management services. Our team of experts works tirelessly to ensure that our clients' financial goals are met with precision and care.

Estimated Salary:

$250,000 - $350,000 per annum

Job Description:

As a Financial Portfolio Strategist at Unicorn Advisor (HK) Limited, you will be responsible for the overall profit and loss (P&L) and key performance indicators (KPIs) of our wealth management business. You will lead a sizable existing team, including sales, product, and investment, as well as supporting functions. Your mandate includes further growing the business by driving new initiatives and collaborating closely with other business lines for cross-selling opportunities.

Key Responsibilities:

  • Oversee the P&L and KPIs of the wealth management business
  • Lead a team of sales, product, and investment professionals
  • Develop and implement strategies to grow the business
  • Collaborate with other business lines for cross-selling opportunities

Requirements:

To be successful in this role, you will need:

  • A bachelor's degree in finance or a related field
  • At least 5 years of experience in wealth management or a related field
  • Strong leadership and strategic planning skills
  • Excellent communication and interpersonal skills

Benefits:

We offer a competitive salary and benefits package, including:

  • A base salary of $250,000 per annum
  • A bonus structure based on individual and team performance
  • A comprehensive health insurance plan
  • A retirement savings plan with company matching

What We Offer:

We are committed to providing a dynamic and supportive work environment that fosters growth and development. Our team is passionate about delivering exceptional results and making a positive impact on our clients' lives. If you are a motivated and experienced professional looking for a challenging and rewarding opportunity, we encourage you to apply.



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