The Family Office Client Advisor is responsible for building and maintaining relationships with high-net-worth and ultra-high-net-worth clients. The role focuses on delivering tailored investment strategies, wealth planning solutions, and holistic advisory services to meet complex financial needs.
Key Responsibilities - Develop and manage long-term relationships with family offices and HNW clients
- Provide strategic advice on investments, asset allocation, and wealth planning
- Identify new business opportunities and grow assets under management
- Coordinate with internal teams to deliver bespoke solutions across investment, credit, and estate planning
- Ensure compliance with regulatory requirements and internal policies
- Represent the firm at industry events and networking forums to expand market presence
Qualifications - Bachelors degree in Finance, Business, Economics, or related field; CFA or CFP preferred
- Minimum 8 years of experience in wealth management, private banking, or family office advisory
- Strong understanding of financial markets, investment products, and alternative assets
- Proven track record in client acquisition and relationship management
- Excellent communication and interpersonal skills; fluency in English and Mandarin preferred
If you're interested in learning more about this role or exploring other exciting opportunities, lets connect today via WhatsApp or WeChat: +852 5424 6512.
All data collected will be used solely for recruitment purposes and handled in strict accordance with the Personal Data (Privacy) Ordinance. if you do not receive a response within one week, please consider your application unsuccessful.