Wealth Management Strategist

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full time
About the Role

Futu Securities International (Hong Kong) Limited is seeking a seasoned Wealth Management Strategist to join our team in Shenzhen.

Job Description

We are looking for an experienced Private Wealth Management Manager who can lead our VIP clients to achieve their financial goals. As a key member of our PWM team, you will be responsible for building and maintaining strong relationships with high-net-worth individuals, providing tailored investment advice, and ensuring exceptional customer service.

Key Responsibilities:
  • Bullet BulletBuild long-term relationships with VIP clients to understand their needs and deliver personalized investment solutions.
  • Bullet BulletCollaborate with our Investment Analysis and Product teams to develop and implement investment strategies that meet client objectives.
  • Bullet BulletOversee client account maintenance, including onboarding, account management, and other related tasks.
Requirements

To succeed in this role, you will need:

  • Bullet BulletA bachelor's degree or above in Finance, Economics, or a related field.
  • Bullet BulletAt least 3 years of experience in private banking or private wealth management, with a focus on the private banking sector.
  • Bullet BulletExcellent communication skills in Cantonese and Mandarin, with proficiency in English an advantage.
  • Bullet BulletA customer-centric mindset to deliver exceptional quality services.
  • Bullet BulletFamiliarity with PWM business processes and relevant regulations, with a strong sense of risk awareness and compliance.
  • Bullet BulletSFC Licensed type 1 and 4 holder or passed in HKSI LE Paper 1,7 & 8 an advantage.
What We Offer

We offer a competitive salary range of HK$450,000 - HK$650,000 per annum, depending on experience, as well as opportunities for professional growth and development in a dynamic and innovative company. If you are a motivated and results-driven individual looking to make a meaningful impact, please apply now.



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