Private Wealth Manager

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China HK Job Consulting Full time

HK Job Consulting is seeking an experienced Private Wealth Manager to join our team in Hong Kong. As a key member of our private wealth management department, you will be responsible for providing bespoke financial solutions to high-net-worth clients.

Key Responsibilities
  • Wealth Management: Develop and implement comprehensive wealth management plans to meet clients' financial goals and objectives.
  • Investment Advice: Provide expert investment advice to clients, including asset allocation, portfolio optimization, and risk management.
  • Tax Efficiency: Help clients optimize their tax efficiency through effective use of tax planning strategies.
  • Legacy Planning: Assist clients in creating a legacy plan to ensure their financial wishes are carried out after their passing.
Requirements
  • Educational Background: University graduate with additional professional qualifications in Finance or Investment preferred.
  • Experience: Minimum of 7 years of solid experience serving private wealth clients.
  • Skill Set: Strong negotiation, credit, communication, organizational, analytical, customer service, and problem-solving skills.
  • Sales Proficiency: Demonstrated consultative selling abilities, along with robust business development and prospecting skills.
  • Negotiation Ability: Agile and flexible in adapting to changing environments.
  • Industry Knowledge: In-depth understanding of investment products, financial industry trends, and the ability to articulate business offerings effectively.
  • Compliance Management: Capability to manage a client book in a compliant manner.
  • Language Proficiency: Proficient in both verbal and written English and Chinese.


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