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Job Summary: Delivering exceptional client service, managing high-net-worth portfolios, and providing tailored financial solutions to enhance client satisfaction and drive business growth. What you will be doing: Act as the primary trusted advisor for high-net-worth customers, delivering holistic financial solutions covering wealth accumulation, preservation, and succession planning. Achieving agreed financial and non-financial KPIs, including fee income, AUM expansion, increased product holdings per client, acquisition and retention of target clients, and improvement in service standards. Proactively manage a defined HNW client portfolio, conducting regular reviews to identify cross-sell or up-sell opportunities aligned with client’s needs and risk profiles. Adhere to internal controls standards and ensure full compliance with regulatory requirements. What we are looking for: University degree in Finance, Economics or related disciplines Qualifications of HKSI & IIQE are required Minimum 8 years’ experience in handling affluent customers Good command of MS Office and computer skills. Preferably with CFA or CFP qualifications Possess qualifications of ECF-RWM would be an advantage Strong sales driven and result-oriented Proficiency in both written and spoken English, Chinese and Putonghua