This role is ideal for a seasoned professional with deep regional connectivity and a proven track record in discretionary portfolio advisory.
Key Responsibilities
- Lead client engagement with a transparent, conflict-free approach—no retrocession fees.
- Acquire and manage UHNW relationships across Asia-Pacific and global markets.
- Deliver bespoke investment solutions aligned with clients long-term goals and discretionary mandates.
- Build multi-generational relationships to support wealth preservation and growth.
- Source premium investment opportunities tailored to clients risk profiles.
- Stay current on market trends, regulatory developments, and alternative investments; ensure compliance with Hong Kong SFC licensing standards.
Qualifications
- Bachelors degree in Finance, Economics, Business, or related field.
- Minimum 10 years experience in private banking, wealth advisory, or family office services.
- Strong UHNW network in Asia-Pacific; familiarity with Hong Kong and Greater China markets preferred.
- Fluent in English and Mandarin; Cantonese proficiency required.
- High integrity, discretion, and ability to operate independently in a dynamic environment.
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.
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