Job Description
Key Responsibilities:
- Develop and implement comprehensive wealth management strategies for high-net-worth clients.
- Build and maintain strong, long-term relationships with clients by providing exceptional service and personalized financial solutions.
- Conduct in-depth financial analyses and create customized investment portfolios.
- Stay current with market trends, investment products, and regulatory changes.
- Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
- Identify new business opportunities and expand the client base through networking and referrals.
- Provide ongoing education and guidance to clients on investment strategies and financial planning.
Qualifications:
- Bachelor's degree in Finance, Economics, Business Administration, or related field.
- Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or similar professional designation preferred.
- Minimum of 5 years of experience in wealth management, financial planning, or related field.
- Strong understanding of investment products, financial markets, and regulatory requirements.
- Excellent interpersonal and communication skills with the ability to build trust and rapport with clients.
- Proven ability to manage and grow a portfolio of high-net-worth clients.
- High level of integrity and commitment to client confidentiality.
What We Offer:
- Competitive salary and performance-based bonuses.
- Comprehensive benefits package including health, dental.
- Opportunities for professional development and continuing education.
- Collaborative and supportive work environment.
Click "Apply Now" to apply for this position or call Christopher Zhou at +852 3180 4986 for a confidential discussion. All information collected will be kept in strict confidence and will be used for recruitment purpose only.
