Private Wealth Advisor


About the job

Have you ever though of you can manage millions of assets for the premier class of high-net-worth family? To be a trustful and professional private wealth management advisor?

We are looking for talents to:

  • provide independent and timely advice and one-stop solution to high-net-worth family on creating, accumulating, protecting and inheriting their assets
  • provide professional private bank account management services through the EAM (External Asset Management) service
  • provide alternative investment projects, such as cryptocurrency projects, primary market equity investment and other selected projects
  • provide one-stop protection /risk management / retirement solutions with international insurance companies
  • provide one-stop services with many well-known trust companies and trustees, multiple trust schemes and jurisdictions around the world

Your expertise

Your expertise :

  • at least 2 years in wealth management industry/ financial industry/ banking
  • good communication and interpersonal skills, and have the ability to think out of the box
  • good team player and learner
  • reliable, resilient and capable to deal with NHW individuals
  • fluent in English/ Cantonese/ Putonghua

About Us

We are professional Team in wealth management from International Assets Management Canadian Company. Our vision is creating 10 billion assets for 100 thousands families. Focusing on the Greater Bay Area, we are committed to be the the premier class of financial advisor in this area.

Apply now
Apply now

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