Company Description

Goldstate Capital Group Limited is a dynamic organization operating in the financial sector in Hong Kong SAR. The company is dedicated to providing innovative financial solutions, prioritizing customer satisfaction and operational excellence. With a commitment to professionalism and integrity, Goldstate Capital Group Limited fosters a collaborative work environment that encourages career growth and development. The company values adaptability, innovation, and delivering outstanding results to clients in the financial industry.

Role Description

Manage and nurture relationships with High-Net-Worth (HNW) clients, providing professional, tailored investment advice and portfolio restructuring solutions to meet their financial goals.

Proactively identify market opportunities to acquire new clients, cross-sell products, and grow the firm's Asset Under Management (AUM).

Oversee and execute complex client transactions, including investment order execution, structural fund transfers, and credit/loan facilities.

Lead the client onboarding and Know-Your-Customer (KYC/AML) processes, ensuring absolute compliance with Hong Kong regulatory standards (SFC/HKMA) and internal policies.

Formulate comprehensive investment proposals, market presentations, and portfolio reports for client pitches and regular reviews.

Liaise effectively with middle and back offices, legal, and compliance teams to streamline operational workflows and resolve complex client issues.

Qualifications

University degree in Finance, Business Administration, Economics, or a related discipline.

4–6 years of solid experience in private banking, wealth management, or priority banking, with a proven track record of managing HNW portfolios.

Deep understanding of a wide array of investment and wealth management products, including equities, fixed income, structured products, mutual funds, derivatives, and FX.

Strong command of written and spoken English and Chinese (both Cantonese and Mandarin) to effectively communicate with regional clients.

Detail-minded, well-organised, with strong time management skills and the ability to perform under pressure in a fast-paced environment.

Team player with a proactive attitude; relevant professional licences (e.g. HKSI) would be an advantage.

Job summary

You will lead client onboarding, portfolio management, and advisory services while ensuring strict adherence to regulatory standards.