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Introduction:

Our client, a leading Chinese investment bank and financial services provider, is now looking for a driven Private Wealth Advisor/Relationship Manager to join their Wealth Management team.

Responsibilities:

1. Foster and nurture strategic relationships with ultra-high-net-worth individuals, multi-generational families, family offices, and corporate entities.
2. Develop comprehensive client profiles through in-depth needs analysis, provide tailored asset allocation recommendations, and deliver exceptional ongoing service to establish lasting client partnerships.
3. Offer sophisticated investment advisory solutions to prospective clients, driving portfolio growth and facilitating seamless transaction execution.
4. Leverage company's extensive platform and unique market position to address clients' holistic wealth management needs.

Requirements:

1. Demonstrate impeccable integrity, professional humility, strong work ethic, and exemplary moral standards.
2. Minimum of Bachelor's degree required.
3. Genuine passion for financial markets and private wealth management.
4. Previous experience in retail banking or personal wealth management preferred.
5. Strong foundation in financial products across asset classes, coupled with exceptional learning agility.
6. Customer-centric mindset with proven sales acumen; must possess strong interpersonal skills and self-confidence.
7. Valid SFC and/or HKMA licenses required.
8. Trilingual proficiency preferred: Mandarin, Cantonese, and English.