Key Responsibilities• Deliver customised wealth management solutions to help clients achieve their financial objectives.• Leverage your established client network to identify wealth needs and provide value-driven advisory services.• Manage and expand clients' investment portfolios through strategic asset allocation and financial planning.• Identify, develop, and capture new business opportunities to grow your client base.• Build and maintain long-term, trust-based relationships with both existing and prospective clients.• Participate in structured training programs to enhance product knowledge and advisory capabilities.
Requirements Above bachelor's degree in a business-related discipline preferred.
Minimum 3 years of experience in Private banking, corporate banking or financial services with an existing client base.(Candidates with a strong customer base will also be considered.)• Strong sales orientation with excellent communication and presentation skills.• HKSI Licensing Examination qualifications preferred.• Solid understanding of wealth management, investment products, and financial markets.• Proficiency in spoken and written English and Chinese, with good command of office applications.• IANG / QMAS / TTPS visa holders are welcome.• Final job title and compensation package will be aligned with experience and qualifications.
