Senior Wealth Management Specialist

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China Gentleman Capital Limited Full time

Gentleman Capital Limited seeks a Senior Wealth Management Specialist to join our team in Hong Kong. As an Investment Consultant, you will be responsible for providing comprehensive investment services to our high-net-worth clients.

Job Description
  • You will analyze client portfolios and provide tailored investment recommendations based on their risk tolerance and financial goals.
  • Wealth management solutions such as bonds, structured products, and funds will be used to achieve our clients' objectives.

To succeed in this role, you will need to have a strong understanding of wealth management products and customer portfolio management.

Requirements
  • A university degree in Finance or related fields is required, with professional qualifications such as CFA being advantageous.
  • At least 3 years of experience in wealth management as an Investment Consultant or private banking experience as an Assistant Relationship Manager is necessary.
  • Fluent language skills in Mandarin and English are essential, with proficiency in Cantonese also desirable.
  • You should be a team player with excellent attention to detail and a keen sense of professionalism.

The successful candidate can expect a competitive salary ranging from HK$100,000 to HK$200,000 per annum, depending on experience, plus benefits including bonuses and career development opportunities.



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