High Net Worth Client Portfolio Manager
4 weeks ago
We are seeking a highly experienced and skilled individual to join our team as a High Net Worth Client Portfolio Manager. This role will involve managing relationships with our most valued clients, providing financial advice, and developing strategies to help them achieve their wealth creation goals.
About UsHSBC is a global banking and financial services organization committed to opening up a world of opportunity for our customers. We have a long history of innovation and excellence in the financial industry, and we continue to evolve to meet the changing needs of our customers.
The RoleIn this role, you will be responsible for:
- Managing relationships with high net worth clients to understand their financial goals and provide tailored advice and solutions.
- Developing and implementing strategies to help clients achieve their wealth creation goals.
- Providing expert knowledge on financial planning and wealth products to support client decisions.
- Mentoring and coaching colleagues to develop their skills and knowledge.
To be successful in this role, you will need:
- A Bachelor's degree or equivalent experience in finance, business, or a related discipline.
- Solid years of experience in relationship management and managing ultra-high net worth client portfolios in the financial sector.
- Proven track record of client portfolio management, including evidence of strong client recommendation and sales results in wealth products.
- Expert knowledge of financial planning and wealth products, including macroeconomics and regulatory framework relevant to wealth management.
- Strong client focus and ability to develop long-term partnerships with clients.
- Excellent communication skills in English, Cantonese, and Mandarin.
This role offers a competitive salary package, including:
- An estimated annual salary range of HKD 800,000 - HKD 1,200,000 depending on experience.
- A bonus structure that rewards performance and achievement.
- Ongoing training and development opportunities to enhance your skills and knowledge.
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