Client Management (Independent advisor / DR / MD)

DL Holdings; Hong Kong; On-site; HKD 1,000,000 - 1,800,000; Full time

Job summary

DL Holdings seeks an experienced Client Management professional in Hong Kong to serve HNW and UHNW families, building lasting relationships and delivering tailored wealth management solutions.

You will provide market insights, professional advice across legal, trust, tax planning, and residency matters, working with the team to grow AUM while ensuring regulatory compliance.

Qualifications

• Degree holder in Finance, Economics, Marketing, or related discipline.
• Minimum 8 years’ experience in private bank / securities firm, and at least 8 years working experience in a senior sale position
• Qualified for HK SFC regulated activities type 4 or 9
• Proven sales track record and stable job histories
• Investor mindset and strong interpersonal skills to deal with clients
• Superior analytical skills, must be able to think creatively and achieve results in a highly matrixed organization
• Systematic action planning and strategic thinking
• Fluency in English and Cantonese, Mandarin is a plus

Responsibilities

• Build and maintain strong relationship with HNW & UHNW family clients.
• Identify customers’ needs and provide appropriate customized solutions primarily in regard to wealth management issues.
• Provide market information, professional advice and high-quality services to clients, encompassing legal, trust, tax planning and global residency guidance.
• Collaborate with fellow team members to resolve non-financial or corporate advisory issues, thereby establishing yourself as a trusted long-term problem solver for clients.
• Formulate and implement business development plans to grow client base and AUM, and drive revenue.
• Keeps abreast of international financial market and relevant policies of major countries and regions.
• Ensure the conduction of business complies with all regulatory requirements and internal policies.

Skills

Relationship management

Sales leadership

Financial markets understanding

Interpersonal skills

Strategic thinking

Education

Finance degree

Economics degree

Marketing degree

Job description

Client Management (Independent advisor / DR / MD)

Build and maintain strong relationship with HNW & UHNW family clients.

Identify customers’ needs and provide appropriate customized solutions primarily in regard to wealth management issues.

Provide market information, professional advice and high-quality services to clients, encompassing various areas such as legal, trust, tax planning and global residency guidance.

Collaborate with fellow team members to resolve non-financial or corporate advisory issues, thereby establishing yourself as a trusted long-term problem solver for clients.

Formulate and implement business development plans to grow client base and AUM, and drive revenue.

Keeps abreast of international financial market and relevant policies of major countries and regions.

Ensure the conduction of business complies with all regulatory requirements and internal policies.

Qualifications

Degree holder in Finance, Economics, Marketing, or related discipline

Minimum 8 years’ experience in private bank / securities firm, and at least 8 years working experience in a senior sale position

Qualified for HK SFC regulated activities type 4 or 9

Proven sales track record and stable job histories

Investor mindset and strong interpersonal skills to deal with clients

Superior analytical skills, must be able to think creatively and achieve results in a highly matrixed organization

Systematic action planning and strategic thinking

Fluency in English and Cantonese, Mandarin is a plus

Location: HONG KONG