Private Wealth Advisor / Institutional Wealth Advisor

Private Wealth Advisor / Institutional Wealth Advisor

About our client:
- Top Chinese Securities firm

Location:
- Hong Kong

Private Wealth Advisor:
Responsibilities:
- Develop and maintain business relationships with high-net-worth individuals, their families, family offices, and corporates.
- Deeply understand customers' needs, provide professional asset allocation suggestions, and continuously deliver excellent post-investment services to establish long-term service relationships.
- Provide professional investment consulting and advisory services to potential customers to promote product sales and transactions.
- Leverage our firm's unique resources to meet customers' diversified financial needs.

Pre-requisites:
- Upright, humble, and diligent with high moral values.
- Bachelor’s degree or above.
- Strong interest in the financial industry and wealth management business.
- Retail/personal business experience in the financial industry is preferred.
- Understanding of various financial market products with excellent learning ability.
- Client-oriented, passionate about sales and the financial industry, positive and confident with excellent communication skills.
- SFC and/or HKMA license holder.
- Proficiency in Mandarin, Cantonese, and English is preferred.



Institutional Wealth Advisor：
Responsibilities:
This position is responsible for developing business relationship with hig