Private Wealth & Asset Advisor

Global Job Consulting Co.; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Benefits offered by this job

Performance bonuses

Professional development

Flexible working arrangements

Inclusive workplace culture

Job summary

Global Job Consulting Co. in Hong Kong seeks a Private Wealth & Asset Advisor to serve high-net-worth clients with strategic financial planning and investment advisory services. The role is based in the Central and Western District and is full-time.

You will develop bespoke wealth management strategies, applying tax planning and estate planning expertise while collaborating with a team to drive client satisfaction and business growth.

Qualifications

• Minimum 5 years' experience in private wealth management or financial advisory.
• Advanced knowledge of investment principles and portfolio management.
• Strong tax planning and estate planning expertise.
• Professional qualifications such as CFA or CISI certificate.
• Regulatory understanding and client-focused service.

Responsibilities

• Develop bespoke wealth management strategies aligned with client goals.
• Assess portfolios and optimize asset allocation.
• Provide investment recommendations and rebalancing.
• Advise on tax-efficient wealth structuring and estate planning.
• Maintain proactive client relationships and performance reporting.
• Ensure regulatory compliance and documentation.

Skills

Investment principles

Portfolio management

Tax planning

Client relationship management

Regulatory compliance

Education

CFA designation

CISI Certificate in Investment

Job description

About the role

We are seeking a talented and dedicated Private Wealth & Asset Advisor to join our growing financial planning team. This is a full-time position based in the Central and Western District, offering an exciting opportunity to work with high-net-worth clients and help them build and preserve their wealth through strategic financial planning and investment advisory services.

In this role, you will be at the forefront of delivering bespoke financial solutions to our most valued clients. You will combine your expertise in investment management, tax efficiency, and estate planning to provide comprehensive wealth advice that makes a tangible difference to clients' financial futures. This is a key position within our organisation, contributing directly to client satisfaction and business growth.

Key responsibilities

• Develop and deliver personalised wealth management strategies tailored to each client's financial goals, risk profile and life circumstances
• Conduct thorough financial assessments and analysis to identify opportunities for optimising asset allocation and investment performance
• Provide expert advice on investment selection, portfolio construction and rebalancing to ensure alignment with client objectives
• Advise clients on tax-efficient wealth structuring, including strategies for minimising tax liabilities whilst maintaining regulatory compliance
• Manage client relationships proactively, including regular portfolio reviews, performance reporting and ongoing communication
• Prepare detailed financial plans and investment recommendations, presenting complex financial concepts in clear, accessible language
• Stay abreast of market developments, regulatory changes and economic trends to ensure advice remains current and relevant
• Collaborate with colleagues across the business, including legal, tax and estate planning specialists, to provide holistic client solutions
• Maintain comprehensive client records and documentation in accordance with regulatory requirements and company policies

What we're looking for

• Minimum 5 years' professional experience in private wealth management, financial advisory or a related role within financial services
• Advanced knowledge of investment principles, asset allocation strategies and portfolio management
• Strong understanding of tax planning, estate planning and wealth preservation techniques
• Proven expertise in financial modelling, analysis and the use of financial planning software
• Excellent communication skills with the ability to explain complex financial concepts to clients of varying sophistication levels
• Relevant professional qualifications such as CISI Certificate in Investment, CFA designation, or equivalent recognised certifications
• A thorough understanding of regulatory requirements and compliance obligations within the financial services industry
• Demonstrated ability to build and maintain strong client relationships based on trust and exceptional service
• Strong numeracy skills with exceptional attention to detail and accuracy
• Ability to work independently whilst collaborating effectively within a team environment

What we offer

We are committed to supporting the professional development and wellbeing of our team members. We offer a competitive compensation package commensurate with experience, including performance-related bonuses. Our benefits include opportunities for continuous professional development and support for industry qualifications, a collaborative and inclusive workplace culture, and flexible working arrangements where possible. We invest in our people and provide a supportive environment where you can build a rewarding career in financial services. We believe in creating a workplace where diverse talents are valued and where employees can achieve a healthy work-life balance.

About us

With a strong reputation for delivering high-quality, personalised advice to our clients, we pride ourselves on our integrity, expertise and commitment to excellence. Our team comprises experienced professionals dedicated to helping clients achieve their financial aspirations. We operate with a client-centric approach, combining deep industry knowledge with innovative thinking to provide solutions that truly make a difference. We are an equal opportunities employer and welcome applications from candidates of all backgrounds.