Team Director, Private Wealth Management
Core
Lead a private wealth management team to serve high-net-worth clients with investment advice, portfolio construction, and financial analysis.
Role type
Senior IC team director (private wealth management)
Builds
Custom investment portfolios and financial analysis for high-net-worth clients
Domain
Private wealth management, asset allocation, fund and equity investments
Required skills
Team leadership, high-net-worth client acquisition, client relationship management, financial analysis, risk assessment, asset allocation, regulatory compliance
Preferred skills
SFC Type 1 license, experience with structured products, fluency in Cantonese, Mandarin, and English
Technologies
N/A
Responsibilities
Lead the team in developing and maintaining relationships with high-net-worth clients, conduct financial analysis and design investment portfolios, monitor and adjust client assets to drive AUM growth, ensure compliance with regulatory requirements
Seniority
Senior, hands-on IC
