JOB DESCRIPTION

Key Responsibilities

• Build and sustain long-term relationships with high-net-worth (HNW) clients to drive AUM growth and meet business objectives.
• Deliver tailored investment and wealth management solutions aligned with clients’ circumstances and risk appetite, leveraging a broad suite of products.
• Partner with Product teams to provide holistic financial advisory services, including asset allocation, investment planning, and risk management.
• Ensure ongoing KYC and customer due diligence (CDD) in compliance with regulatory and internal control standards.
• Collaborate with assistant relationship managers to enhance client service quality and operational efficiency.
• Execute all tasks in strict adherence to regulatory and compliance requirements.

Requirements

• Bachelor’s degree in Finance, Accounting, Commerce, Business, or related discipline.
• Minimum 5 years’ experience in wealth management or related financial services.
• Licensed under SFC Type 1 & 4 regulated activities and IA technical representative license.
• Proactive, ambitious, and committed to delivering exceptional client service.
• Strong communication and interpersonal skills with proven ability to foster trusted client relationships.
• Fluent in spoken and written English and Chinese; Mandarin proficiency is an advantage.

Please send in your full resume with last drawn, expected salary and availability to Bond West Application Email Address : [email protected] or via “APPLY” button.