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Institutional/ Private Wealth Advisor

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Institutional/ Private Wealth Advisor

top tier chinese securities firm
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Job Highlights

  • Developing and maintaining business relationship
  • Provide trading and execution services for clients
  • Assist clients on wealth planning and preservation

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.


• Developing 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 environment.

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

More Information

SalaryN/A (Search your salary info in SalaryCheck)
Job Function
Location
  • Hong Kong > Others
Work Model
  • On-site / At the workplace
Industry
Employment Term
  • Full-time
Experience
  • N/A
Career Level
  • Entry level
Education
  • N/A

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