A-VP - Wealth Management

SDIC Securities Wealth Management (Hong Kong) Limtied; Hong Kong; On-site; HKD 700,000 - 1,000,000; Full time

Job summary

SDIC Securities Wealth Management (Hong Kong) Limtied seeks a skilled wealth management professional to build and maintain high-net-worth client relationships. You will meet sales targets for financial products, deliver tailored asset allocation solutions, and drive comprehensive financial services.

The role emphasizes regulatory compliance and proactive client servicing. Candidates should have a strong market knowledge of HK and international markets, with wealth management experience and

Qualifications

• Bachelor’s degree or higher; preferred majors include Finance, Economics, or Business Administration.
• Strong knowledge of both Hong Kong and international financial markets; wealth management experience preferred.
• Relevant knowledge of the securities industry; resilience to pressure, customer service mindset, and an innovative approach.
• Clear logical thinking, excellent learning ability, and strong communication; responsible, meticulous, proactive, and execution-driven.

Responsibilities

• Build and maintain relationships with high-net-worth clients, individuals and corporations.
• Meet sales targets for financial products, including FCN and insurance, while achieving KPIs.
• Analyze client needs and provide tailored asset allocation solutions and financial services.
• Leverage branch and personal resources to create differentiated service plans and revenue growth.
• Ensure compliant operations and suitability obligations by implementing internal and external regulations.

Skills

Relationship building

Sales target achievement

Communication skills

Analytical thinking

Client needs analysis

Education

Bachelor's degree or higher (Finance/Economics/Business)

Job description

SDIC Securities Wealth Management (Hong Kong) Limtied View all jobs

• Build and maintain relationships with high-net-worth clients, both individuals and corporations, and deliver professional wealth management services.

• Meet sales targets for financial products, including FCN and insurance, while achieving various revenue-generating KPIs.

• Analyze client needs and provide tailored asset allocation solutions and comprehensive financial services.

• Leverage branch and personal resources to create differentiated service plans, employing precision marketing to achieve overall business revenue goals.

• Implement internal and external regulations and business processes to ensure compliant operations and suitability obligations are met.

• Perform other tasks as assigned by the department.

Job Requirements

• Bachelor’s degree or higher; preferred majors include Finance, Economics, or Business Administration.

• Strong knowledge of both Hong Kong and international financial markets; experience in wealth management is preferred.

• Relevant knowledge of the securities industry, alongside strong resilience to pressure, customer service awareness, and an innovative mindset.

• Clear logical thinking, excellent learning ability, and strong communication skills are essential. Must exhibit responsibility, meticulous work, proactiveness, and strong execution capabilities.