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Wealth Management Advisor

2 months ago

Hong Kong, Central and Western District, Hong Kong SAR China 0786 Deutsche Bank Aktiengesellschaft, Filiale Hongkong Full time

Job Title: Wealth Management Advisor at Deutsche Bank Private Wealth Management

Company Overview: Deutsche Bank's Private Wealth Management division is committed to delivering a comprehensive array of both traditional and innovative investment solutions to affluent individuals, entrepreneurs, family offices, and foundations worldwide. The team emphasizes the creation of bespoke wealth management strategies tailored to the unique requirements of each client, transcending generations and geographical boundaries.

Position Summary:

The Wealth Management Advisor acts as the primary liaison for clients, providing access to the complete range of wealth management services offered by Deutsche Bank Private Wealth Management. This role requires close collaboration with the Investment Manager to deliver customized financial planning and exceptional service to clients. The individual will be responsible for attracting new clients that align with the bank's offerings, enhancing existing relationships, and ensuring outstanding client satisfaction.

Benefits:

  • Competitive salary along with a non-contributory pension scheme
  • Generous annual leave (20 days for Vice President or 25 days for Director and above) plus a substantial number of public holidays
  • Life insurance and private healthcare coverage for you and your family
  • A variety of flexible benefits including retail discounts, gym memberships, and wellness incentives
  • Opportunities to engage in a diverse CSR program along with volunteering leave days

Key Responsibilities:

  • Cultivate, manage, and sustain client relationships to ensure a comprehensive client experience
  • Drive new business initiatives and foster existing client relationships by focusing on prospecting and asset growth
  • Collaborate with the Investment Manager to enhance client relationships and participate in client-related activities
  • Stay updated on market trends and identify potential opportunities for clients
  • Ensure adherence to regulatory frameworks and ethical standards in all client interactions

Qualifications:

  • Established network of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients in the targeted regional market
  • Detail-oriented with exceptional communication and collaboration abilities
  • Strong investment knowledge and a thorough understanding of regulatory frameworks
  • Minimum of 5 years of relevant wealth management experience for Vice President role and at least 8 years for Director and above
  • Proficiency in English and the principal local language; additional languages are advantageous

Location: This role is primarily based in a designated office with relevant health and safety protocols in place.

Support Offered:

  • Flexible working arrangements
  • Guidance and support from seasoned team members
  • Continuous learning opportunities for career progression
  • Customized flexible benefits
  • Training and development programs for professional growth