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We are seeking a motivated Client Adviser of the Associate level to join our rapidly expanding team. This is a genuine opportunity to work with an existing client base of Ultra High Net Worth clients supported by a well-established team, including senior management with on average 20+ years of Private Banking experience.
Previous experience in international Wealth Management and Private Banking would be a distinct advantage, however, the most important success factors are a willingness to learn and a commitment to excellence in client service and holistic wealth management.
Develop prospective client leads and manage an assigned book of existing clients.
Support internal Investment Management staff in administering client portfolios.
Assist in the preparation of the client presentations and administration reports.
Meet with and determine wealth management requirements of prospective clients.
Undertake a fact find with all new clients, including identifying and agreeing the client's risk profile, both overall and towards specific asset classes.
Handle account opening documents for individual and corporate clients.
Educate clients on the firm's house view, investment solutions, and conduct regular portfolio reviews to ensure optimal portfolio allocation.
Developing professional and referral partners.
Participate in continuous professional development courses internally and externally.
Bachelor degree or higher.
Minimum 2-3-year experience investment management and/or financial advisory service with demonstrated ability to manage and develop client relationships
"HK SFC paper 1&4" accreditation
A team player with strong communication and analytical skills as well as a high degree of professional maturity.
A passion for Wealth and Asset Management
Excellent interpersonal skills and ability to build and foster a strong network of relationships.
Fluency in English, Cantonese and Mandarin
Competitive remuneration package
Professional training program from highly experienced senior management