Hong Kong Private & Institutional Wealth Advisor

Fuku; Hong Kong; On-site; HKD 450,000 - 900,000; Full time

Job summary

Fuku seeks a Private Wealth Advisor / Institutional Wealth Advisor in Hong Kong to develop and maintain relationships with high-net-worth individuals, families, offices and corporates. You will provide investment advice, asset allocation guidance and proactive post-investment service to build long-term relationships.

The role requires strong client-service orientation, sales drive, and communication skills. Fluency in Mandarin/Cantonese/English is preferred; SFC/HKMA licenses are valued.

Qualifications

• Bachelor’s degree or above; MBA preferred
• SFC license 1 and 4 required
• Strong client-service orientation and sales mindset
• Proficiency in Mandarin, Cantonese and English preferred

Responsibilities

• Develop and maintain relationships with high-net-worth individuals, their families, family offices and corporates.
• Provide professional investment advisory and asset allocation services to clients.
• Identify investment opportunities and facilitate trading and execution across equities, fixed income, FX, funds and structured products.
• Collaborate with team to meet clients’ diversified financial needs and ensure high-quality post-investment service.

Skills

Client service

Sales focus

Communication

Team player

Discipline

Education

Bachelor’s degree

MBA (preferred)

Tools

SFC license

HKMA license

Job description

Fuku seeks a Private Wealth Advisor / Institutional Wealth Advisor in Hong Kong to develop and maintain relationships with high-net-worth individuals, families, offices and corporates. You will provide investment advice, asset allocation guidance and proactive post-investment service to build long-term relationships.

The role requires strong client-service orientation, sales drive, and communication skills. Fluency in Mandarin/Cantonese/English is preferred; SFC/HKMA licenses are valued.