Private Wealth Advisor Institutional Wealth AdvisorAbout our client Top Chinese Securities firmLocation Hong KongPrivate Wealth AdvisorResponsibilities Develop and maintain business relationships with highnetworth individuals their families family offices and corporates Deeply understand customers needs provide professional asset allocation suggestions and continuously deliver excellent postinvestment services to establish longterm service relationships Provide professional investment consulting and advisory services to potential customers to promote product sales and transactions Leverage our firms unique resources to meet customers diversified financial needsPrerequisites Upright humble and diligent with high moral values Bachelors degree or above Strong interest in the financial industry and wealth management business Retailpersonal business experience in the financial industry is preferred Understanding of various financial market products with excellent learning ability Clientoriented passionate about sales and the financial industry positive and confident with excellent communication skills SFC andor HKMA license holder Proficiency in Mandarin Cantonese and English is preferredInstitutional Wealth AdvisorResponsibilities This position is responsible for developing business relationship with high net worth individuals their families family offices and corporates Understands client needs and requirements identifies investment opportunities and provides financial advice to clients The job duties associated with this role may be expected to include but not limited toDeveloping and maintaining business relationship with target clients bringing in new clients and new AUM to the firm Providing 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 environmentPrerequisites Knowledge Sufficient knowledge on the Chinese and international capital markets all major investment instruments and the firms products and services Understanding the clients investment need and orientationSkills and Abilities Client service driven Passionate for front line sales roles and interested in financial market Effective communicator Excellent interpersonal skills and team player Highly disciplined and self motivatorQualifications At least 2 years sales related experience in banking and finance companies preferably having direct experiences in securities dealing and wealth management roles Bachelor degree in relevant majors preferably an MBA degree holder SFC license 1 and 4
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