Senior Wealth Management Advisor

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China DL Family Office Full time

DL Family Office

 

Job Title: Senior Wealth Management Advisor

 

Job Description:

We are seeking an experienced Senior Wealth Management Advisor to join our team at DL Family Office. In this role, you will be responsible for building and maintaining strong relationships with high net worth (HNW) and ultra high net worth (UHNW) family clients.

 

Main Responsibilities:

  • Build and maintain strong relationship with HNW & UHNW family clients.
  • Identify customers' needs and provide appropriate customized solutions primarily in regard to wealth management issues.

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