Wealth Management Consultant

Key responsibilities-

· Support and provide related service to high net-worth clients and contribute to customer retention and growth 

· Organize client meetings to discuss financial goals, risk tolerance and investment preferences 

· Develop personalized wealth management strategies, including investment planning, portfolio allocation and retirement planning 

· Monitor and review clients' financial progress regularly, ensuring alignment with their objectives and making adjustments 

· Evaluate investment opportunities, considering factors like risk, return potential and liquidity across mainland China, Hong Kong SAR and Southeast Asia 

· Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks 

· Participate in industry conferences and seminars to expand knowledge and network with potential clients 

  Requirements-

• Degree or above in Finance, Business Administration, or a related disciplineMinimum 3 years of relevant experience, preferably in financial services or insurance
• Understanding of financial markets, investment products, and wealth management principles over mainland China, Hong Kong SAR and southeast Asia countries
• Excellent interpersonal skills and the ability to build trust and rapport with clients
• Must have a deep understanding of the asset allocation needs of HNW clients, and be well-versed in various asset allocation and investment instruments available in Hong Kong and Southeast Asia 

Requirements-

· Degree or above in Finance, Business Administration, or a related discipline 

· Minimum 3 years of relevant experience, preferably in financial services or insurance 

· Understanding of financial markets, investment products, and wealth management principles over mainland China, Hong Kong SAR and southeast Asia countries 

· Excellent interpersonal skills and the ability to build trust and rapport with clients 

· Must have a deep understanding of the asset allocation needs of HNW clients, and be well-versed in various asset allocation and investment instruments available in Hong Kong and Southeast Asia 

  

What We Offer-

· Competitive salary and benefits package 

· Supportive and collaborative work environment 

· Opportunities for professional development 

  

How to Apply-

Ready to bring your skills and experience to a growing organization? Send us your CV, along with your current and expected salary, to hkhr@hk-ws.com 

We look forward to welcoming a passionate team player who thrives in a fast-paced and people-centric environment.