International Private Bank, UHNW Client Advisor for Hong Kong Market, Associate
Hong Kong SARFinance
About the role
FinEx AI summary
The UHNW Client Advisor, Associate supports client relationships for the Hong Kong market, covering wealth objectives, investment needs, and compliance. Responsibilities include preparing presentations/proposals, taking orders across asset classes, updating KYC and suitability profiles, and collaborating with specialists. Tracks clients, AUM, and revenues via internal systems.
Core skills
UHNW client relationship managementInvestment advisory and wealth managementKnow Your Client (KYC)Client suitability profilingOrder execution across asset classesPortfolio performance reporting
Similar roles
More live opportunities matched by discipline and skills.