Job ref no.: CT3117771-01#0021
Partner Holdings Limited

Chief Wealth Management Advisor (Investment)

Partner Holdings Limited

  • 5-day week
  • Birthday leave
  • Compassionate leave
  • Discretionary bonus
  • Examination leave
  • Extra maternity leave
  • Extra paternity leave
  • Medical plan
  • Year-end bonus
  • … + 3 more

Key Responsibilities:

- Expert knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding
- Extensive knowledge of private banking products and services, including credit processes and policies
- Strong relationship management, sales and new business development skills
- Well-developed analytical and problem-solving skills
- Prepare written reports to provide market update, covered stocks / sectors review and investment insights
- Responsible for the follow–up of investment performance, post-investment management and issue report on a regular time schedule
- Work with PMs and analysts to generate investment leads by analyzing emerging trends in the macro economy and different industries

Requirements :

- Bachelor's degree, or equivalent work experience
- 1 - 5 years of experience in a financial sales position
- Preferably working with Private Client Group clients
- Basic qualifications IIQE paper 1,3 & 5
- Licence SFC Paper 1,7 & 8 is perfer

(Candidates with less experience will be considered for the position of Assistant Wealth Management Advisor (Investment).)


We believe you’ll find working at RED TEAM a valuable experience in your career. Join us by submitting your full resume [ via CT goodjobs Apply Now  ]

More job information
Job ref no. CT3117771-01#0021
  • 12,000 - 30,000 / month
Job Function
  • Causeway Bay
Employment Term
  • Full-time
  • 1 year - 3 years
Career Level
  • Entry level
  • F.5- F.7 or DSE
  • Diploma or equivalent
  • Asso. Deg or High Dip
  • Degree
  • Master's degree