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Senior Wealth Manager

Job Title: Senior Wealth Manager
Location: Hong Kong
Industry:
Reference: BL/11716
Contact Name: Boe Leung
Contact Email: bl@charlottefrank.com
Job Published: October 17, 2019 18:08

Job Description

An international financial services firm is looking for a Senior Wealth Manager to join their team in their growing Hong Kong office. 
The successful candidate will have a strong track record of client servicing and knowledge of wealth planning strategies. 
 
Responsibilities: 
  • Building and maintaining relationships with clients including on-boarding and account opening 
  • Leading client meetings, managing follow-ups and providing both regular ad hoc support
  • Providing support to advisers and partners for a diverse range of client needs
  • Solve challenging client issues and oversee the work of junior Wealth Associates
  • Work closely with a range of Hong Kong-based and overseas service providers
  • Daily liaison with portfolio management team 
  • Involvement in weekly investment committee meetings
  • Preparing reports, budgets and balance sheets
 
Requirements:
  • Degree holder with a minimum of 3 year’s relevant experience
  • SFC/CIB licensed, or financial services experience
  • Native or near-native English is an absolute must (Chinese is a plus) 
  • Excellent communication and interpersonal skills 
  • Strong client relationship management experience 
  • Experience managing a small team
  • Critical thinker and problem solver

For further details please contact Boe Leung at +852 2526 8116 or send us your details to bl@charlottefrank.com

Job Code: BL/11716

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