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Wealth Management Specialist

Hong Kong, Hong Kong
Published 2024-07-10
Expires 2024-07-18
ID #2237305842
Wealth Management Specialist
Hong Kong, Hong Kong,
Published July 10, 2024


Company Profile Our client is one of the international wealth management company that provides a wide range of financial services including individual financial advisory/planning, wealth protection and insurance.  Exciting new role for you You will be responsible for maintaining, developing and expanding relationship with high net worth individuals and similar entities, and to meet their financial needs with the appropriate investment plan.

Key priorities would be to drive and grow business by leveraging on personal and professional networks.

Requirements 3-4+ years of experience in the financial advisory company or interacting with high net-worth clients Strong organizational and analytical skills Expert knowledge in financial planning and technically proficient in a variety of financial products Excellent relationship management, networking and business development skills Good command of both written & spoken English and Chinese, including Putonghua Proficiency in Microsoft Office Rewards You will be working at a fast pace, performing alongside a professional team with great career progression.

Attractive remuneration and package.

Action Now Please click 'apply now' or contact Dal Gill via direct line +852 2281 0073 or email for a confidential discussion about this role and other exciting opportunities.

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Wealth management specialist

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