Connaught provides wealth planning advisory that serves individuals, families and corporations. Our clients have unique needs and we are passionately committed to serving them. We want individuals who share this passion, who are excited to come to work and look for new ways to better serve our clients and make their lives better.

We are always on the lookout for tomorrow’s leaders. Our company is offering the Executive Development Programme to help candidates looking for a career change to achieve their individual goals in the wealth planning industry with us.

Responsibilities

• Focus on individuals and families, as well as institutions 

• Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and contacts 

• Build portfolio of clients using resources and expertise of our company’s platforms, products, services, and networks 

• Actively involved in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships 

• Understand each client’s wealth objectives and investment requirements 

• May require regular travel into regions to foster relationships or develop markets

• Work together with other teams in meeting all compliance, operational, and due diligence requirements 

• Oversee client relationships by providing tailored financial advice based on each client’s wealth objectives.

• Supervise, coach, and train junior staffs to maximise their individual contribution to the team as required

Requirement

• University degree holder with 5+ years of professional experience

• Fluent in Cantonese and English, with Mandarin an added plus

• Interest to work at client facing environment, relevant experience is an added plus

• Strong presentation skills, excellent communicator

• Strong understanding of the needs and sensitivities of clients

• Able to work under demanding environment 

• Detail-oriented and results-focused