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Family Wealth Advisor

Hong Kong, Hong Kong
Last update 2024-09-14
Expires 2024-09-13
ID #2270928601
Free
Family Wealth Advisor
Hong Kong, Hong Kong,
Modified July 30, 2024

Description

  Excellent Opportunity advising UHNW individuals and FOs Attractive Remuneration   The individual will be primarily responsible for providing comprehensive wealth / investment advice for UHNW individuals / families as the main contact person for all investment advisory and coordinating with other team members and external parties to offer comprehensive trust / tax planning / other matters.

  To qualify: Solid working experience in private banks, multi-family offices or wealth management as wealth advisor for ultra-high-net-worth individuals or families.

Excellent knowledge of financial market and investment products including but not limited to equities, funds, bonds, FX, real estate and alternative investments.

Good command of both spoken and written English and Chinese (Cantonese and Mandarin).

Ability to source/bring in new clients.

Strong in multi-tasking, communication and interpersonal skills.

Mature mindset, able to work under pressure, be highly flexible and proactive.

    To apply for this job Contact: Bryan Lim quoting job ref: VSA-2206 Telephone: 852 - 2525 8820 Email: blim@valuesearchasia.com  

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Family wealth advisor

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