VP, Private Wealth Management

Salary :

$50,000 - 100,000 yearly

Company : Manpower

Job Type : Full Time

Hong Kong

Job Description - VP, Private Wealth Management

Responsibilities

Manage and deepen relationships with affluent and high-net-worth clients.
Provide comprehensive wealth advisory services covering investments, insurance, deposits, FX, structured products, and estate planning solutions.
Identify clients' financial objectives and deliver tailored wealth management strategies.
Conduct regular portfolio reviews and proactive market updates.
Achieve assets under management (AUM), revenue, and client acquisition targets.
Collaborate closely with investment specialists, insurance consultants, and product partners to deliver holistic solutions.
Develop business through referrals, networking, and existing client relationships.

Requirements

Degree holder in Finance, Business, Economics, or related disciplines.
Proven experience in Private Banking, Private Wealth Management, Retail Banking Wealth Management, or Financial Advisory.
Strong knowledge of investment and insurance products.
Relevant licensing qualifications (HKSI / IIQE)
Excellent communication, relationship-building, and business development skills.
Self-motivated with a strong client-centric mindset.
Fluency in Chinese and English

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VP, Private Wealth Management

Job Description - VP, Private Wealth Management

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