Senior Wealth Manager

3 hours ago


Hong Kong, Central and Western District, Hong Kong SAR China Green Lake Executive Search Co. Limited Full time

About Us

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Green Lake Executive Search Co. Limited is a reputable recruitment agency specializing in asset management and financial services.

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The Role

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We are seeking an experienced Investment Consultant to join our team, focusing on wealth management and investment strategies for high net worth individuals.

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Key Responsibilities

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  • Develop and implement tailored investment plans for clients with complex financial needs;">
  • Analyze market trends and make informed investment decisions to maximize returns;">
  • Maintain strong relationships with existing clients and expand the client base through referrals and networking;">
  • Collaborate with cross-functional teams to deliver exceptional client service and support business growth;">
  • Stay up-to-date with industry developments and best practices to ensure expertise and knowledge sharing within the organization;">
  • Work closely with portfolio managers to optimize investment portfolios and achieve clients' financial objectives;">
  • Participate in business development activities to identify new opportunities and drive revenue growth;">
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Requirements

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To succeed in this role, you will need:

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  • A minimum of 10 years of experience in family office or private banking settings, with a focus on wealth management and investment consulting;">
  • Proven track record of developing and implementing successful investment strategies that meet clients' financial goals;">
  • Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions;">
  • Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients and colleagues alike;">
  • Knowledge of financial markets, products, and regulations, with the ability to stay up-to-date with industry developments and changes;">
  • Experience working with high net worth individuals and families, with a deep understanding of their complex financial needs and goals;">
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What We Offer

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As a Senior Wealth Manager at Green Lake Executive Search Co. Limited, you will enjoy a competitive compensation package, including a salary and benefits that reflect your experience and qualifications.

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Join Our Team

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We welcome applications from experienced professionals who share our commitment to excellence and customer satisfaction. If you are passionate about delivering exceptional results and building long-term relationships with clients, we encourage you to apply for this exciting opportunity.



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