• 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.