Wealth Strategies Consultant

1 week ago


Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

Company Overview:

Unicorn Advisor (HK) Limited is a leading financial institution dedicated to providing exceptional wealth management services to ultra high net worth individuals.

Key Responsibilities:

We are seeking a seasoned Markets Specialist to join our team, responsible for bringing in and hunting new clients for the bank. This involves identifying and nurturing relationships with potential clients, understanding their investment needs, and providing tailored solutions to meet their goals.

The ideal candidate will have excellent communication and interpersonal skills, as well as a deep understanding of the financial markets and investment products. They will work closely with other teams, including investment counsellors, product specialists, credit, trust, etc., to ensure seamless delivery of our universal platform and other products.

Key Performance Indicators:

- Identify and acquire new ultra high net worth clients for the bank

- Develop and maintain strong relationships with existing clients, ensuring their ongoing satisfaction and loyalty

- Work collaboratively with internal teams to provide comprehensive wealth planning and investment solutions

Requirements:

To be successful in this role, you will need:

  • Minimum 5 years of experience in wealth management or a related field
  • Proven track record of building and maintaining high-level client relationships
  • Excellent knowledge of investment products and financial markets
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills

Benefits:

We offer a competitive salary package, comprehensive benefits, and opportunities for career growth and development. If you are a motivated and results-driven individual looking for a challenging opportunity, please submit your application.



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