Private Wealth Manager

Job level Middle
Work exp Minimum 2 Years
Education Bachelor Degree
Eastern District
Employment type Full Time
Benefits Education subsidies, 5-day week, Flexible working hours, Insurance plan, Medical plan, Performance bonus, Travel allowance
Industry Financial Services
Job function Banking / Finance > Investment & Securities
Banking / Finance > Others
Banking / Finance > Fund Management / Hedge Fund
Published On 21/01/2018
Salary (HKD) $25,000 - $35,000


  • Candidate should develop and deepen client relationships to thoroughly understand the client situation and develop tailored wealth management strategies.
  • Develop expertise in global financial markets and products, apply to clients' portfolios and needs.
  • Profile and qualify prospective clients, ensuring compliance with all legal and regulatory requirements.
  • Determine prospect needs; interview client to determine assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
  • Analyze clients' financial status, develop financial plans and discuss solutions with clients.
  • Identify and present insightful ideas and solutions to convert prospects to clients.
  • Develop and implement client wealth management strategy.
  • Maintain contact with client to modify planning based on needs of client or changes in investment markets.
  • Establish, maintain and expansion of relationship with High Networth PRC clientele.
  • Customer satisfaction is paramount for the success on this position


  • Lucrative bonus package exceeding two-months income
  • Incentive Trips will be acclaimed – twice a year
  • Official recognition from worldwide acknowledged Million Dollar Round Table association.
  • Fast promotion to managerial position to supervise 6 or more team individuals 



  • Bachelor Degree holder in finance, business or related discipline
  • Relevant working experiences in front-line and support role, especially preferred in the investment and financial industry
  • Strong knowledge of banking products
  • High level of customer service with good interpersonal, problem solving and presentation skill
  • Proactive and creative
  • Ability to influence and persuade others
  • P.R.C business - Putonghua is preferable
  • Mainland Exchange Study and Postgraduates are welcome to apply