Client Advisor (Rank: VP)

Job Summary:

Delivering exceptional client service, managing high-net-worth portfolios, and providing tailored financial solutions to enhance client satisfaction and drive business growth.

What you will be doing:

• Act as the primary trusted advisor for high-net-worth customers, delivering holistic financial solutions covering wealth accumulation, preservation, and succession planning.

• Achieving agreed financial and non-financial KPIs, including fee income, AUM expansion, increased product holdings per client, acquisition and retention of target clients, and improvement in service standards.

• Proactively manage a defined HNW client portfolio, conducting regular reviews to identify cross-sell or up-sell opportunities aligned with client’s needs and risk profiles.

• Adhere to internal controls standards and ensure full compliance with regulatory requirements.

What we are looking for:

• University degree in Finance, Economics or related disciplines

• Qualifications of HKSI & IIQE are required

• Minimum 8 years’ experience in handling affluent customers

• Good command of MS Office and computer skills.

• Preferably with CFA or CFP qualifications

• Possess qualifications of ECF-RWM would be an advantage

• Strong sales driven and result-oriented

• Proficiency in both written and spoken English, Chinese and Putonghua