Strategic Wealth Partnership Specialist

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China Frontier Financial Group Full time
Job Description

We are seeking an exceptional Strategic Wealth Partnership Specialist to join our team at Frontier Financial Group.

About the Role

This is a unique opportunity to leverage your expertise in wealth management and client relationships to drive business growth and success. As a Strategic Wealth Partnership Specialist, you will be responsible for developing and maintaining high-value relationships with ultra-high-net-worth clients, identifying new business opportunities, and collaborating with our Head of Wealth Management to deliver tailored investment and wealth planning solutions.

Key Responsibilities
  • Client Relationship Management: Build and maintain strong relationships with existing clients, understanding their financial goals and preferences, and providing expert guidance on investment and wealth planning strategies.
  • Business Development: Identify new business opportunities through networking, referrals, and market research, and develop targeted marketing strategies to attract high-end clients.
  • Collaboration and Communication: Work closely with our Head of Wealth Management to understand client needs, provide regular updates, and ensure seamless delivery of services.
Requirements and Qualifications
  • Qualifications: SFC Type 1,4, and 9 licenses, excellent communication and interpersonal skills, and a proven track record in investor relationships, capital raising, marketing, and product development.
  • Education and Experience: Relevant degree and experience in finance, wealth management, or a related field.
Salary and Benefits

The salary for this role is approximately $120,000 per annum, commensurate with experience, plus benefits including health insurance, retirement plan matching, and paid time off.



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