Financial Expert

2 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China DARMAX GLOBAL Full time
Job Description:

We are seeking a highly skilled and experienced Financial Expert to join our team as a Chinese Market Specialist. As a key member of our wealth management team, you will play a vital role in building and maintaining strong relationships with high-net-worth individuals and families in the Chinese market.

Key Responsibilities:
  • Relationship Building: Develop and maintain strong, trusting relationships with clients through exceptional service and personalized financial advice.
  • Strategic Advice: Provide tailored investment management, estate planning, and risk management strategies to meet the unique needs of Chinese families.
  • Portfolio Monitoring: Analyze and optimize investment portfolios to ensure they align with clients' goals and objectives.
  • Market Research: Conduct in-depth research to identify investment opportunities, trends, and potential risks within the Chinese market and beyond.
  • Team Collaboration: Work closely with internal teams to deliver comprehensive solutions to clients, including investment analysts, legal advisors, and compliance officers.
  • Client Education: Educate clients on financial products, investment strategies, and market developments to empower informed decision-making.
  • Industry Network: Develop and maintain a robust network of industry contacts to facilitate business growth and enhance service offerings.
Qualifications:
  • Bachelor's degree in Finance, Business Administration, or a related field; a Master's degree or relevant certification (e.g., CFA, CFP) is a plus.
  • Minimum of 5 years of experience in wealth management, private banking, or family office services, with a focus on Chinese clients.
  • Strong understanding of financial markets, investment strategies, and wealth management principles.
  • Excellent communication and interpersonal skills, with fluency in Mandarin and English preferred.
  • Proven ability to build trust and rapport with high-net-worth individuals and families.
  • Strong analytical and problem-solving skills with a client-centric approach.
What We Offer:
  • Competitive salary and performance-based bonuses.
  • Comprehensive benefits package, including health insurance plans.
  • Opportunities for professional development and career advancement.
  • A dynamic and supportive work environment.


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