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Wealth Advisor

If you are passionate about innovation in the wealth management industry AND want to make a real difference in the world of finance then this role is for you. Working directly with the portfolio management team, we offer a modern work environment with flat hierarchies and a lot of personal freedom to hatch creativity which will allow you to expand your skill set and responsibilities. This role is based in Hong Kong, which offers an amazing quality of life. Here we have a vibrant city and night life that is coupled with beautiful nature, all at our finger tips. Do you like to trail run, do triathlons, bike, hike, swim, play tennis, or golf? Well you can find it all here, and at very close proximity to wherever you live.

 

About SystematicEdge

We are a cutting-edge financial services provider specialized in Investment & Currency Management Solutions. We believe traditional financial services are at an inflection point. Subsequently, to fully benefit our clients, we are focused on leveraging new technologies, coupled with quantitative research to offer compelling investment and currency management solutions while compressing costs at all levels of the investment process. We also accompany our clients on their wealth management journey with our proprietary financial roadmap tools.  We are SFC Licensed with No. BLO527

 

Role Objective

The graduate will work with the Portfolio Management team:

  • Industrialization of the Wealth Management Process: Continuous improvement and automation of processes and proprietary wealth management tools.
  • Serve as the point of contact for prospective and current wealth management clients
  • Explore clients’ overall financial situation. Create, deliver, execute, and manage complex financial plans
  • Provide the ultimate client experience and delegate all operational tasks to assigned client service & trading team members
  • Be the main point of contact for clients and a knowledgeable resource for them as financial questions arise
  • Provide guidance towards profitable and secure financial solutions to the customers
  • Ensure compliance with all industry rules and regulations
  • Stay informed about trends and updates in the industry
  • Detail-oriented and passionate about helping clients
  • Ability to work in a high paced environment with tight deadlines where accuracy is paramount
  • A fast learner capable of following instructions, accepting constructive feedback, and meeting deadlines
  • Is comfortable collaborating with many different teams and roles.

The most qualified candidate will:

  • Have a degree, an advanced degree in Wealth Management or is a certified financial planner.
  • Ideally, prior internship experience in wealth management, financial planning, international fiscal role, succession planning.
  • Experience across a breadth of asset classes: fixed income, equities, commodities, currencies and a general knowledge of derivatives
  • Knowledge of European & UK tax laws for returning expats
  • Proficiency in Microsoft Excel, and experience with relational database management systems such as Microsoft Access or MySQL
  • Proficiency in programming languages such as VBA, R, Python or C++
  • Strong work ethic and attention to detail
  • Excellent project management and communication skills
  • Ability to work under pressure of time and markets
  • Fluent in French & English a must
  • Business level proficiency in Cantonese, Mandarin, Japanese or other Asian language a plus.
  • All levels of experiences will be considered including new graduates from relevant degree programs.

Apply to: rosemary.goater@systematicedge.com

Deadline: July 30, 2024

Start date: flexible