Private Wealth Advisor

Winland Wealth Management Limited; Hong Kong; On-site; HKD 600,000 - 1,200,000; Full time

Job summary

Winland Wealth Management Limited in Hong Kong SAR is seeking a Private Wealth Advisor to work on-site in Hong Kong. You will engage clients to understand financial goals, assess risk tolerance, and design tailored wealth strategies that align with long-term objectives.

You will build enduring relationships, present investment ideas, and stay updated on market developments and regulatory changes to provide informed guidance.

Qualifications

• HKSI Paper 1 or HKMA/SFC licensing required.
• Minimum 3 years of financial background.
• High integrity, professional ethics, and client-centric mindset.

Responsibilities

• Self-directed building and maintenance of long-term client relationships.
• Developing and recommending tailored investment solutions.
• Monitoring market developments, regulatory changes, and product offerings to provide informed guidance.

Skills

Client relationships

Financial analysis

Communication

Education

HKSI Paper 1 or HKMA/SFC licensing

Job description

Winland Wealth Management Limited, founded in 1970, is one of Hong Kong’s most established and respected private wealth management institutions. With a legacy of over five decades, the firm is recognised for its prudence, integrity, and consistent focus on clients’ long-term financial wellbeing.

Role Description

This is a full-time, on-site Private Wealth Advisor role based in Hong Kong SAR. The Private Wealth Advisor will work closely with clients to understand their financial goals, risk tolerance, and life circumstances, and then develop and implement tailored wealth management strategies.

Responsibilities include, but are not limited to:

• Self-directed building and maintenance of long-term client relationships;
• Developing and recommending tailored investment solutions; and
• Monitoring market developments, regulatory changes, and product offerings to provide informed, up-to-date guidance.

Mandatory Qualifications

• Must have passed HKSI Paper 1; or be licensed by HKMA or SFC.
• Minimum 3 years of financial background.
• High level of integrity, professional ethics, and client-centric mindset.

Traits in Successful Applicants

• Entrepreneurial in nature.
• Excellent analytical, communication, and presentation skills, with the ability to explain complex concepts clearly.
• Fluency in English; proficiency in any additional language is an advantage.