Wealth Advisor / Director (Hong Kong)

Hong Kong   26th October 2022

Our client, a private wealth arm of an established investment banking group, is looking for an experienced Wealth Advisor / Director to join their growing team based in Hong Kong. This position is responsible for developing business relationships with HNW/UHNW individuals, family offices and corporates.
Key Responsibilities:
  • Understand client needs and requirements, identify investment opportunities and provide financial advice to clients.
  • Develop business relationships with target clients, bringing in new clients and new AUM.
  • Provide investment advisory and asset allocation services.
  • Provide trading and execution services for clients on equities, fixed income, foreign exchange, futures and options, mutual funds, hedge funds, PE funds and structured products etc.
  • Assist clients on wealth planning and preservation through various tools and services.
  • Working in a highly dedicated and professional team environment.

Key Requirements

  • Solid sales related experience in banking and finance companies, preferably having direct experiences in securities dealing and wealth management roles.
  • Sufficient knowledge on the Chinese and international capital markets, all major investment instruments and the firm’s products and services.
  • Highly driven and a effective communicator
  • SFC license 1 and 4. Master degree / MBA degree holder is preferred.

Interested parties please send your resume to Tracy Chan at [email protected].
Regrettably, only shortlisted candidates will be contacted

EA License Number: 20C0180 | Amethyst Partners | [email protected]