- HK$30k-100k
- Corporate sales, wealth management
- Securities / Brokerage
We are currently partnering with multiple top-tier wealth management platforms in Hong Kong to hire experienced Wealth Management Sales serving high-net-worth individuals and corporate clients.
Our client network includes leading financial institutions with diversified businesses across wealth management, asset management, and investment advisory.
Key Responsibilities
- Work closely with front-line relationship managers and entrepreneur clients to understand their investment goals, risk appetite, and financial needs.
- Communicate client requirements to the strategy research and product management teams, and provide feedback or suggestions for new product design.
- Leverage internal research and product resources to deliver family wealth review and asset allocation advisory services to HNW and corporate clients.
- Build strong familiarity with the company’s financial product offerings, and recommend suitable investment solutions based on client profiles and preferences.
- Support account opening and subscription processes, and assist clients with fund subscription, redemption, and transfer transactions.
- Provide timely responses to client inquiries and maintain long-term client relationships through professional advisory and high service standards.
Qualifications
- Degree or above in Finance, Economics, or related discipline
- 2–8 years of experience in banking or asset/wealth management, with solid exposure to multi-asset and fund products.
- Strong understanding of macroeconomics, financial markets, and various investment strategies.
- Excellent communication and interpersonal skills, with a client-oriented mindset and the ability to work under pressure.
- Outgoing personality, able to engage effectively with high-net-worth and entrepreneur clients.
Type:
Permanent
Category: Financial Services - No Selection Required
Reference ID:
228-19112025-ER
Date Posted:
19/11/2025