VP, UHNW Wealth Advisory & Strategy

CMB International Capital Corporation Limited; Hong Kong; On-site; HKD 2,200,000 - 3,800,000; Full time

Job summary

CMB International Capital Corporation Limited is seeking a VP of Wealth Management Advisory in Hong Kong to lead asset allocation strategy across funds, insurance, and structured products, with regular portfolio reviews.

You will train the sales team, provide enablement content such as case studies and product analyses, and support UHNW client relationships through joint visits and personalized investment guidance. Fluent in Mandarin and English; Cantonese a strong plus.

Qualifications

• Minimum 6+ years in wealth management, investment consulting, or portfolio management.
• Client-centric mindset with analytical and problem-solving skills.
• Fluent in Mandarin and English; Cantonese a strong plus.

Responsibilities

• Asset Allocation Strategy Development & Execution across mutual funds, insurance, and structured products.
• Client Advisor Training & Enablement: design and deliver training programs and enablement content.
• UHNW Client Collaborative Management: support joint visits and personalized investment guidance.

Skills

Asset allocation

UHNW portfolios

Wealth management

Portfolio management

Client enablement

Bilingual EN/Mandarin

Job description

CMB International Capital Corporation Limited is seeking a VP of Wealth Management Advisory in Hong Kong to lead asset allocation strategy across funds, insurance, and structured products, with regular portfolio reviews.

You will train the sales team, provide enablement content such as case studies and product analyses, and support UHNW client relationships through joint visits and personalized investment guidance. Fluent in Mandarin and English; Cantonese a strong plus.