Private Wealth Advisor (Family Office) (Ref. No.: 27901)

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).

• 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.