Job Summary & Responsibilities

The Private Wealth Management Group develops and manages relationships with wealthy individuals and families, advising them on ways in which to build and protect their financial assets through equity, fixed income and alternative investments. A Wealth Management Professionals (WMP) will provide support to the Investment Professionals in the implementation of new client accounts and ongoing servicing of existing clients.

As a Wealth Management Professional, your responsibilities include:
• Serve as the liaison for clients regarding inquiries and provides team support
• Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship
• Perform asset allocation for clients and prospects
• Act as the hub to other divisions of the firm to track portfolios and respond to client needs
• Execute equity, derivative, fixed income and fund trades
• Indicate clients’ interest for syndicate deals
• Monitor equity and fixed income markets
• Handles cash management, foreign exchange transactions, currency hedging and money markets trades
• Assists teams in subscribing hedge funds, private equity funds and GSAM funds
• Assist on projects related to new business development, strategic planning, product development and other marketing infrastructure issues

Basic Qualifications

• 3 to 6 years of relevant experience
• Bachelor degree
• Ability to work in a fast-paced environment within a team-oriented structure
• Ability to work and think clearly under pressure
• Team player
• Excellent analytical, communication, and interpersonal skills
• Strong organizational skills and attention to detail • Knowledge of Microsoft Office software (Outlook, Excel and Word)
• Interest in the financial markets and good investment sense / commercial instinct
• Cantonese and Mandarin required
• HK SFC paper 1 (must be obtained within first six months of employment)

Excellence Corporate Consulting is an equal opportunity employer. © The Excellence Corporate Consulting, Inc., 2017. All rights reserved.