
High Net Worth Individual Wealth Solutions Specialist
2 weeks ago
We are seeking an experienced professional to take on a challenging role in wealth management. The ideal candidate will have a proven track record in relationship management and sales, with a strong understanding of high net worth individual (HNWI) asset allocation and investment solutions.
- Key Responsibilities:
- Developing and managing relationships with HNWIs in Hong Kong, Singapore, and Greater China.
- Delivering tailored wealth solutions, including asset allocation, preservation, and global opportunities.
- Driving client retention, engagement, and growth via lifecycle management.
- Providing expert advice on private funds, bonds, structured notes, and customized portfolios.
- Collaborating with investment professionals to deliver market insights and portfolio recommendations.
The successful candidate will possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
This is an excellent opportunity for a motivated and experienced professional to make a meaningful contribution to our organization.
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