Vice President/Director - Wealth Advisory

Job Purpose

To grow the Wealth Advisory business of the firm by acquiring clients within Greater China region and providing them with right advice and solutions, within the regulatory licensing framework under which Lighthouse Canton is required to operate.

Individual Contributor or People Manager

Individual Contributor

Duties and responsibilities

• To grow the Greater China business of the firm by acquiring new clients and generating revenue from existing clients as per the targets agreed with Line Manager.
• Have good knowledge of the Greater China markets to determine opportunities for the clients. Also keep abreast with the regulations affecting banking and customer interactions, to ensure that all transactions are within the legal boundaries.
• Work with the clients to help them to meet their financial objectives. Proactively advise and consult with the clients, explaining the various financial services availa...