Wealth Client Advisor (HNW）

Responsibilities

建立及維繫高淨值客戶長遠關係，推動管理資產增長並達成業務目標。 Develop and nurture long-term relationships with high-net-worth (HNW) clients to lift AUM and hit business KPIs.

按客戶狀況及風險承受能力，提供多元化、度身訂造的投資及財富管理方案。 Design personalised investment and wealth management solutions from a broad product suite matching clients’ profile and risk tolerance.

與產品團隊緊密合作，提供資產配置、投資規劃及風險管理等全面財務顧問服務。 Partner with the product team to deliver holistic financial advisory covering asset allocation, investment planning and risk control.

持續執行客戶認證及盡職審查，符合監管及內部管控要求。 Carry out ongoing KYC and customer due diligence to comply with regulatory and internal control standards.

聯同助理客戶經理，提升客戶服務質素及營運效率。 Collaborate with assistant relationship managers to boost client service quality and operational efficiency.

所有工作須依從監管及合規規定執行。 Conduct all duties in line with regulatory and compliance rules.

Requirements

金融、會計、商業、工商管理或相關學士學位。 Bachelor’s degree in Finance, Accounting, Commerce, Business or related disciplines.

5 年或以上工作經驗，具財富管理經驗優先。 Minimum 5 years of working experience; wealth management background is preferred.

必須持有 SFC 第 1、4 類牌照及保險代理技術代表牌照。 Must hold SFC Type 1 & 4 licences plus IA technical representative licence.

主動進取、目標感強，致力提供優質客戶服務。 Self-motivated and ambitious, committed to delivering premium client service.

出色溝通與人際技巧，能夠建立並維持穩固客戶關係。 Strong communication and interpersonal skills to build and sustain solid client relationships.

中英文讀寫流利，能操普通話者優先。 Fluent written and spoken English and Chinese; Mandarin proficiency is an advantage.