Wealth Management Specialist
5 days ago
Value Search Asia is seeking a highly skilled and experienced Family Wealth Advisor to join our team.
About the RoleWe 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
- 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)
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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