Senior Wealth Management Professional

4 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Eagle Partners (International) Company Limited Full time

Job Summary:

Eagle Partners (International) Company Limited is seeking a highly skilled Senior Wealth Management Professional to join our team. As a key member of our wealth management team, you will be responsible for managing a portfolio of high net worth clients with assets under management exceeding HKD 2-3 billion.

Key Responsibilities:

  • Develop and maintain strong relationships with high net worth clients to identify their investment needs and provide customized solutions.
  • Collaborate with cross-functional teams to promote long-term client relationships and enhance the company's value proposition.
  • Conduct thorough analysis of clients' financial situations and provide expert advice on investment and wealth management products.

Requirements:

  • Qualified for registration as a Securities Intermediary and Insurance Intermediary of the Bank.
  • Minimum 3 years of experience in serving high-net-worth customers.
  • Strong analytical skills and a proven track record of developing relationships with clients.
  • Excellent communication and interpersonal skills, with proficiency in both spoken and written English, Cantonese, and Mandarin.

What We Offer:

  • Competitive basic salary ranging from 35k to 88k, with quarterly incentives up to 3-4 months.
  • Fast track promotion opportunities with a 20% salary increment and promotion in 6 months.
  • 25 days of annual leave, with medical and dental coverage for the employee and spouse.


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