Wealth Management Sales

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.

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.

Requirements:

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.

To apply:

https://www.jobmarket.com.hk/Job/JobDetail?jobid=2347587

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Wealth Management Sales

Manpower Services (Hong Kong) Limited

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