Key Responsibilities
- Provide comprehensive wealth management services to high-net-worth clients and family offices, covering investment portfolios, trust planning and family governance.
- Develop tailored investment strategies based on clients’ risk tolerance and financial objectives, with ongoing portfolio monitoring and rebalancing.
- Develop and maintain relationships with high-net-worth clients across Hong Kong and mainland China, proactively identifying evolving wealth management needs and driving AUM growth through local and cross-border channels.
- Partner with product, research, and compliance teams to ensure the professionalism and regulatory compliance of wealth management solutions.
- Support the company's Type 1, 4, 9 regulated activities under the supervision of Responsible Officers (RO), providing securities trading and investment advisory services.
Qualifications:
- Bachelor's degree or above in Finance, Economics, Accounting or related disciplines; SFC Papers 1/7/8 preferred
- Minimum of 10 years of experience in financial services, familiar with Hong Kong capital markets and cross-border investment regulations
- Established network of high-net-worth clients (including mainland China), proficient in client relationship management, SFC compliance requirements, and asset allocation capabilities
- Familiar with various investment instruments (stocks, bonds, funds, structured products, etc.); cross-border wealth management experience preferred
- Excellent cross-departmental coordination and business communication skills
- Strong sense of responsibility, pressure resistance, leadership skills, and project execution experience.
工作類型: 全職
薪酬： $25,000.00至$30,000.00（每月）
福利：
- 有薪年假
- 有薪病假
- 醫療保險
Work Location: 親身到場