Institutional Client Advisor, Pension & Wealth

Hong Kong Permanent HK$70,000 - HK$85,000 per month (HK$840,000 - HK$1,020,000 per year)
  • Familiar with Pension & Wealth
  • Cover institutional Clients

About Our Client

Established MNC with strong history of pension and wealth

Job Description

  • Attend to day-to-day enquiries from clients or internal counterparts in a responsive manner.
  • Research and present investment or retirement trends. Assets allocations incluidng private markets, sustainable investments and climate transition challenges
  • Participate as a significant team member with respect to sales by driving new business proposals
  • Coordinate with internal local and regional team members to contribute to collaborative culture and demonstrate proactive behaviour.

The Successful Applicant

  • Solid years of proven experience in the investment or pension advisory industry
  • Experience in client facing responsibilities
  • Analytical and good in data analysis
  • Good project management skills
  • Good coaching skills
  • Familiar with Powerpoint and excel



What's on Offer

Good culture and career progression

Contact
Hayley Law
Quote job ref
JN-052024-6427038
Phone number
+852 3412 4814

Job summary

Function
Banking & Financial Services
Specialisation
Private Banker / RM / Wealth Manager
Industry
Financial Services
Location
Hong Kong
Job Type:
Permanent
Consultant name
Hayley Law
Consultant phone
+852 3412 4814
Job Reference
JN-052024-6427038

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.