Wealth Management Officer

Wing Fung Financial Group Limited

Central, Hong Kong
Permanent
Full-time

8 days ago

WING FUNG FINANCIAL GROUP LIMITED( www.wfgold.com) is one of the well-established financial institutions in Hong Kong. Our financial services including physical and margin precious metal trading, securities, HK and global futures, forex, bonds & investment immigration etc. We are expanding our business both in China and Hong Kong. To meet our business expansion, we are currently seeking high caliber candidates to join our big family.Join Wing Fung Financial Group Limited as a Wealth Management Officer based in Central. In this full-time role, you will be responsible for providing tailored wealth management solutions to our high-net-worth clients, helping them achieve their financial goals.Responsibilities:

Develop and maintain strong relationships with existing clients to understand their financial needs and objectives
Provide personalized investment and wealth management advice based on clients' risk profiles and financial circumstances
Conduct comprehensive financial assessments to understand clients’ goals, risk tolerance, and investment preferences.
Collaborate with cross-functional teams to deliver a seamless client experience
Ensure compliance with internal policies and external regulations in all client interactions and transactions.
Proactively identify new business opportunities and expand the client base through referrals and networking
Maintain up-to-date knowledge of financial markets, products, and regulatory changes

Requirements:

Relevant university degree or professional qualification in finance, economics, or a related field
Minimum 1 years of experience in wealth management, private banking, or a similar client-facing role
Strong consultative sales and client relationship management skills
Excellent communication, analytical, and problem-solving abilities
Thorough understanding of financial products, investment strategies, and regulatory requirements
Ability to work independently and as part of a team

Interested parties please Click Apply Now to send your full resume with present & expected salary to the group Human Resources Department.(Data collected will be used for recruitment purpose only.)

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