Private Wealth Advisor, Family Office | HK Talent Engage

Job description

Winland Wealth Management Limited, established in 1970, has evolved from being the investment arm of a prominent Hong Kong-based family into a dynamic platform that caters to families and individuals with similar stature and needs. With a track record of receiving numerous accolades and awards for our innovative business strategies and achievements, we are currently expanding our team. We are seeking individuals of high caliber who are ready to challenge the status quo and are excited about delivering visionary family office wealth solutions for the future.

For over half a century, we have been dedicated to serving wealthy families and privileged individuals. We understand the paramount importance of privacy and confidentiality. Throughout the years, Winland Wealth has operated as a standalone financial institution, maintaining complete independence from external entities. Our end-to-end operations are conducted without any affiliations with external institutions. As a fully independent financial institution with custodianship, our strength lies in our ability to swiftly and seamlessly deliver investment solutions that align with client objectives and risk profiles. This sets us apart from external asset managers (EAMs) or financial advisory (IFAs) firms, which share client information with external financial institutions and operate at their mercy. In addition to serving our clients, we uphold our philanthropic values as a family by allocating a portion of our profits to charitable donations.

Required Qualities:

A successful family office private wealth advisor must be self-driven, highly motivated, articulate, responsible, caring, and possess an entrepreneurial mindset. We recognize that a base salary does not fully reflect the efforts exerted when serving high-end clients. Therefore, the remuneration for this position is based on a performance-based model that offers unlimited earning potential. In general, our advisors can earn up to three times more than those in salaried positions on any business transactions. As a team leader, you will have the opportunity to build your own team within our platform.

Job Benefits:

• Work-life balance: You have the flexibility to determine your working hours to accommodate personal or family needs.
• No targets or quotas: You have the freedom to set your own pace and progress.
• Job stability: You become the master of your own business and enjoy the benefits of being an entrepreneur.
• No administrative charges: There are no desk or office costs to consider.
• Facility support: We provide workspace, meeting rooms, boardrooms, administrative support, and legal support, encompassing all necessary infrastructure for your success as an advisor.
• Personalized training and support: We offer comprehensive training and support tailored to your individual needs.
• Expertise in investment strategies: We possess a deep understanding of the latest and most important investment strategies in technology, innovation, as well as years of experience in traditional assets and financial products.

Qualifications:

• Passed HKSI Paper 1 or licensed by HKMA or SFC.
• Minimum of 3 years of experience in the financial industry.
• Alignment with company philosophies: We prioritize long-term, transparent, and personalized relationships with clients, companies, and family offices. We build and manage wealth for our clients in a manner that is unique to each individual. Upholding our brand image and reputation is of utmost importance.
• Business development skills: Ability to build a business through connections and existing client relationships. Networking and business development skills, including direct engagements, introductions, and referrals, are essential.
• Commitment to ongoing professional development and training.
• Adherence to external regulations, internal policies, and procedures.