Wealth Manager - Hong Kong

Assess and advise clients on medium to long-term financial objectives, tailoring solutions for international and local needs across lump sum investing, retirement planning, education funding, life insurance, and estate tax planning. Collaborate with marketing, coordination, and paraplanning teams to facilitate daily client interactions while utilizing a bespoke in-house CRM system. Manage an established book of clients and deliver exclusive financial advice aligned with client nationality and location. Maintain high standards through continuous training to ensure compliance with client and company expectations.