Private Wealth Advisor (Family Office)

Global Executive Consultants Ltd.; Hong Kong; On-site; HKD 1,000,000 - 1,800,000; Full time

Job summary

Global Executive Consultants Ltd. is seeking a Private Wealth Advisor (Family Office) based in Hong Kong. You will deliver holistic wealth advice, conduct asset allocation, and guide multi-generational clients.

The role requires a master’s degree in Finance or Economics and at least 5 years in private banking products or asset management sales, with proficiency in Bloomberg, Wind, and PowerPoint; fluency in English, Cantonese, and Mandarin.

Qualifications

• Master’s degree or higher in Finance, Economics or related disciplines.
• At least 5 years of experience as a private banking product manager or in sales at asset management firm.
• Experience selling fund products across asset classes; deep understanding of macroeconomics and financial markets.
• Ability to assess product risk profiles and match investment vehicles with wealth goals.
• Proficiency with Bloomberg, Wind, and PowerPoint.
• Fluency in English, Cantonese and Mandarin.

Responsibilities

• Wealth Advisory & Asset Allocation: Synthesize client feedback and coordinate with research and product teams to deliver holistic wealth advice and tailored asset allocation.
• Relationship Management & Execution: Guide onboarding, match client risk profiles with product solutions, and manage high-stakes client relationships.
• Portfolio Operations & Trading: Oversee daily discretionary orders and coordinate transfers and redemptions.

Skills

Client relationship management

Financial product knowledge

English language

Education

Master's degree in Finance or Economics

Tools

Bloomberg

Wind

PowerPoint

Job description

Private Wealth Advisor (Family Office) (Ref. No.: 27901)

Our client, a Financial Institution, is looking for high-caliber person to fill the position.

Job Duties

• Synthesizing front-line client feedback.
• Collaborating with research and product teams.

Wealth Advisory & Asset Allocation

• Conducting holistic family wealth health checks.
• Delivering tailored asset allocation advice.
• Supporting multi-generational wealth preservation.

Relationship Management & Execution

• Guiding clients through onboarding and account opening.
• Matching client risk profiles with product solutions.

Portfolio Operations & Trading

• Managing daily discretionary account orders.
• Handling transactional logistics (transfers, redemptions).

Job Requirements

• A Master's degree or higher with major in Finance, Economics or related disciplines.
• At least 5 years of experience as a private banking product manger or in sales at asset management firm, candidates should have experience selling fund products across various asset classes and strategies, and possess a deep understanding o macroeconomics, financial markets, major asset classes and different fund strategies.
• The ability to assess product risk profiles and seamlessly match complex investment vehicles with the specific wealth preservation or growth goals of high-net-worth clients.
• Proficiency in using software such as Bloomberg and Wind, as well as PowerPoint.
• A blend of analytical independence and an outgoing personality, crucial for maintaining high-stakes client relationships and thriving in high-pressure financial environments.
• Proficiency in written and spoken English, Cantonese and Mandarin.