VP/Director, Private Wealth Manager (HNW, UHNW, Asset Management)

Our client, a Hong Kong main board listed group with a strong financial arm of SFC Licenses Type 1, 2, 4, 5, 6 & 9 is looking for a high caliber candidate to join their team.

Responsibilities:

• Provide regular update to the company’s relationship managers and clients on investment strategy, asset allocation and latest investment opportunities on market.
• Act as a leader for a team of relationship managers to achieve sales target
• Proactively retain existing clients and obtain new clients
• Joint calls/meetings with Relationship Managers and clients from time to time to understand client needs and answer clients’ queries.
• Oversee execution and performance of investment plans

Requirements:

• Degree holder with 5+ years’ experience wealth planning and investment management from private banks.
• Sound knowledge on asset allocation & investment products on the market.
• Possess connection of ultra/high net worth clients from China, Hong Kong, Taiwan with extensive experience in dealing and client management.
• Proficient in spoken and written Mandarin, Cantonese and English.