Private Wealth Advisor (Family Office) (Ref. No.: 27901)
Our client, a Financial Institution, is looking for high-caliber person to fill the position.
Job Duties
Client Profiling & Product Strategy
- Synthesizing front-line client feedback.
- Collaborating with research and product teams.
- Influencing new financial product design.
Wealth Advisory & Asset Allocation
- Conducting holistic family wealth health checks.
- Delivering tailored asset allocation advice.
- Supporting multi-generational wealth preservation.
Relationship Management & Execution
- Guiding clients through onboarding and account opening.
- Matching client risk profiles with product solutions.
- Driving product subscription volume.
Portfolio Operations & Trading
- Managing daily discretionary account orders.
- Reporting regularly on portfolio performance.
- Handling transactional logistics (transfers, redemptions).
Job Requirements
- A Master's degree or higher with major in Finance, Economics or related disciplines.
- At least 5 years of experience as a private banking product manger or in sales at asset management firm, candidates should have experience selling fund products across various asset classes and strategies, and possess a deep understanding o macroeconomics, financial markets, major asset classes and different fund strategies.
- The ability to assess product risk profiles and seamlessly match complex investment vehicles with the specific wealth preservation or growth goals of high-net-worth clients.
- Proficiency in using software such as Bloomberg and Wind, as well as PowerPoint.
- A blend of analytical independence and an outgoing personality, crucial for maintaining high-stakes client relationships and thriving in high-pressure financial environments.
- Proficiency in written and spoken English, Cantonese and Mandarin.
- Job No.:
-
27901
- Date:
-
08/10/2026
- Job Category:
-
Banking
- Salary:
-
$Neg.
- Qualification:
-
Postgraduate
- Apply Email:
-
[email protected]
CancelApply Now
