Wealth Management Specialist

5 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Value Search Asia Full time
Job Title: Family Wealth Advisor

Value Search Asia is seeking a highly skilled and experienced Family Wealth Advisor to join our team.

About the Role

We are looking for a seasoned professional with a strong background in private banking, multi-family offices, or wealth management to provide comprehensive wealth and investment advice to ultra-high-net-worth individuals and families.

Key Responsibilities
  • Provide expert wealth and investment advice to UHNW individuals and families
  • Develop and implement customized investment strategies to meet clients' goals and objectives
  • Collaborate with other team members and external parties to offer comprehensive trust and tax planning services
  • Source and bring in new clients through networking and business development efforts
  • Build and maintain strong relationships with clients to ensure exceptional service and satisfaction
Requirements
  • Minimum 5 years of experience in private banking, multi-family offices, or wealth management
  • Excellent knowledge of financial markets and investment products, including equities, funds, bonds, FX, real estate, and alternative investments
  • Strong communication and interpersonal skills, with the ability to work effectively with clients and colleagues
  • Good command of both spoken and written English and Chinese (Cantonese and Mandarin)
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.

If you are a motivated and experienced professional looking for a new challenge, please submit your application.



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