Senior Wealth Advisor for Corporate & HNW Clients

ICBC International Holdings Limited; Hong Kong; On-site; HKD 600,000 - 1,000,000; Full time

Job summary

ICBC International Holdings Limited is seeking an experienced wealth management professional to provide advisory services to High Net Worth clients in Hong Kong. The role focuses on analysing client needs and risk profiles to tailor suitable financial products, while actively expanding client relationships and portfolios to drive revenue growth.

The candidate should have strong communication skills, be proactive, and work well with cross-functional teams.

Qualifications

• Bachelor’s degree in Finance is required; trainer experience with junior Sales Managers is preferred.
• Strong analytical and quantitative skills are essential.
• Fluency in English and Mandarin, both written and verbal, is required.

Responsibilities

• Provide wealth management and investment advisory services to High Net Worth clients.
• Analyze client financial needs and risk profiles to recommend suitable products and solutions.
• Develop new client relationships and expand client portfolios to meet targets and grow revenue.
• Cultivate long-term relationships with clients through exceptional service and regular engagement.
• Collaborate with internal departments to ensure seamless client service and support.
• Perform daily operations and customer service duties.
• Undertake ad-hoc duties and special projects as assigned by management.

Skills

Communication skills

Analytical skills

Multitasking

Team collaboration

Proactivity

Client relationships

English & Mandarin fluency

Education

Bachelor's degree in Finance

Trainer experience with junior Sales Managers

Job description

ICBC International Holdings Limited is seeking an experienced wealth management professional to provide advisory services to High Net Worth clients in Hong Kong. The role focuses on analysing client needs and risk profiles to tailor suitable financial products, while actively expanding client relationships and portfolios to drive revenue growth.

The candidate should have strong communication skills, be proactive, and work well with cross-functional teams.