Senior Private Wealth Advisor — Bespoke Asset Strategy

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

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.