Responsibilities:

• Build and maintain strong, trust-based relationships with HNW and UHNW clients, understanding their financial needs and delivering tailored solutions

• Proactively source and acquire new clients through referrals, industry events, and personal networks, etc while nurturing existing relationships to maximize client satisfaction and business growth

• leverage in-depth knowledge of equities, bonds, funds, derivatives, and structured products to provide personalized investment advice and wealth management strategies

• Ensure the compliance of all relevant SFC regulations, AML, and KYC requirements

• Always agree and strive to exceed sales and business development targets as request

• Work closely with internal teams to deliver seamless client experiences and contribute to a positive team culture

Requirements:

• Bachelor’s degree or above in Finance, Economics, Business , or related disciplines

• Holder of SFC Type 1,4,9 license is a MUST

• Minimum 3-5 years of relevant experience in wealth management, private banking, or key account service within a bank, securities firm, or asset management company.

• Experience in serving high net worth clients for providing wealth management products selection and services is a MUST

• Detail-minded team player with high degree of integrity, maturity & independency

• Excellent communication, interpersonal, presentation and sales skills

• Good command of written and spoken English and Chinese, fluency in both Cantonese and Putonghua

We offer an attractive remuneration package including:

• Performance Bonus
• Staff Discount for Company Products/Services
• Birthday Leave

• Medical Insurance
• Dental Insurance
• Scholarships & Training Sponsorship

To apply, please click "Apply Now" and submit your resume with expected salary.

(Personal data collected will be kept strictly confidential and used for recruitment purpose only.)

Apply Now