Private Wealth Advisor / 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

Private Wealth Advisor / Institutional Wealth Advisor

About our client:

• Top Chinese Securities firm

Location:

• Hong Kong

Private Wealth Advisor

Responsibilities:

• Develop and maintain business relationships with high-net-worth individuals, their families, family offices, and corporates.
• Deeply understand customers' needs, provide professional asset allocation suggestions, and continuously deliver excellent post-investment services to establish long-term service relationships.
• Provide professional investment consulting and advisory services to potential customers to promote product sales and transactions.
• Leverage our firm's unique resources to meet customers' diversified financial needs.

Pre-requisites:

• Upright, humble, and diligent with high moral values.
• Bachelor’s degree or above.
• Strong interest in the financial industry and wealth management business.
• Retail/personal business experience in the financial industry is preferred.
• Understanding of various financial market products with excellent learning ability.
• Client-oriented, passionate about sales and the financial industry, positive and confident with excellent communication skills.
• SFC and/or HKMA license holder.
• Proficiency in Mandarin, Cantonese, and English is preferred.

Institutional Wealth Advisor：

Responsibilities:

• This position is responsible for developing business relationship with high- net- worth individuals, their families, family offices and corporates.
• Understands client needs and requirements, identifies investment opportunities and provides financial advice to clients.
• Developing and maintaining business relationship with target clients, bringing in new clients and new AUM to the firm.
• Providing investment advisory and asset allocation services.
• Provide trading and execution services for clients on equities, fixed income, foreign exchange, futures and options, mutual funds, hedge funds, PE funds and structured products etc.
• Assist clients on wealth planning and preservation through various tools and services.
• Working in a highly dedicated and professional team environment.

Pre-requisites:

Knowledge:

• Sufficient knowledge on the Chinese and international capital markets, all major investment instruments and the firm's products and services.
• Understanding the client's investment need and orientation.

Skills and Abilities:

• Client service driven.
• Passionate for front line sales roles and interested in financial market.
• Effective communicator.
• Excellent interpersonal skills and team player.
• Highly disciplined and self motivator.

Qualifications:

• At least 2 years sales related experience in banking and finance companies, preferably having direct experiences in securities dealing and wealth management roles.
• Bachelor degree in relevant majors, preferably an MBA degree holder.
• SFC license 1 and 4.