Private Wealth Management Expert

Sloane Shorey Consulting, EA Licence No: 20S0307
Hong Kong, Hong Kong
H$1.2mn base + incenitve + bonus
18 May 2022
23 May 2022
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Private Wealth Management (PWM) Expert

Exciting and rewarding career pivot available for a private banker or wealth manager. The hiring firm is looking for an experienced wealth management specialist to train staff on various topics including the industry, regulations, asset classes and investments. This is a great opportunity for an individual passionate about their industry and keen to share their knowledge.

In this role you will deliver a range of courses that have been specifically tailored and developed for professionals at all levels of experience within banking, financial institutions, regulators and consultancies.


Design and deliver training across a variety of credit risk topics for staff and academies.

  • Preparation of training material
  • Set objectives of the course
  • Set targets for the participants
  • Deliver training
  • Educate and mentor on training content, technical questions, industry questions, etc.

  • 12-15+ years of professional experience with wealth management
  • Prior training or lecturing experience useful
  • First-class communication and presentation
  • Ability to explain complicated concepts in an easy-to-understand and engaging way
  • Open to developing teaching skills as a long-term career option

Technical Knowledge:
  • Financial Markets, Products and Portfolio Management: Asset Classes, Financial Markets, Economics and Interpretation of Economic Statistics, Financial Statements, FX, Derivatives, Portfolio Management, Investment Mathematics, Investment Analysis, Behavioural Finance
  • Client Investment Solutions: Investment Funds, Investment Solutions, Structured Products, Lending Solutions, Wealth Management Advisor
  • Portfolio Construction Theory: Investment Theory, Asset Allocation Strategies, Behavioural Finance, Portfolio Performance, Taxation
  • Regulatory and Wealth Planning: Basic Products, Mortgages, The Adviser-Client Relationship, Cash Management, Financial Protection against Risk, Pension Wrappers, Other Investments, Methods of Portfolio Protection, Taxation & Trusts, Risk Legal & Compliance
  • Mandarin speaker required as some training will be delivered in Chinese

Hiring firm has an excellent reputation and employee-centric culture.

Salary guide: Annual base salary ~$200k.

To find out more, please apply today.

Sloane | Shorey

Sloane Shorey Consulting is a specialist recruitment firm focusing on compliance, controls and risk management positions across Asia Pacific. We are a Ministry of Manpower Licensed Employment Agency (EA License 20S0307).

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