Strategic Wealth Management Professional for Fintech and Retail

2 days ago


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

Unicorn Advisor (HK) Limited seeks a high-performing Private Wealth Management Manager to join our dynamic team.

Key Responsibilities:

  • Establish and maintain strong, long-term relationships with high net worth clients to drive growth in Assets Under Management (AUM).
  • Collaborate closely with Investment Analysis and Product teams to provide tailored investment advice and portfolio management services that cater to clients' unique needs, risk profiles, and objectives.
  • Oversee the entire VIP client experience, including account opening, maintenance, and related tasks, ensuring seamless and exceptional service delivery.
  • Monitor and manage credit quality, maintaining optimal margin levels while mitigating potential risks.

Requirements:

  • A Bachelor's degree or higher in Finance, Economics, or a related field.
  • Minimum of 3 years of relevant experience in private banking or wealth management, preferably within the fintech sector.


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