Company Description IPP International Wealth Management is a global financial services firm specializing in holistic wealth management solutions for individuals, families, and institutions. The company focuses on long-term financial planning, investment advisory, and risk management, supported by a team of experienced professionals and robust research capabilities. IPP International Wealth Management emphasizes client-centric service, regulatory compliance, and transparent communication. Team members collaborate across markets and disciplines to design tailored strategies that help clients preserve and grow their wealth over time.

Role Description The Associate Vice President will support the development and execution of wealth management strategies for a portfolio of high-net-worth and institutional clients. This full-time, on-site role in Hong Kong involves leading client relationship management, preparing and reviewing financial plans, overseeing investment proposals, and coordinating implementation with internal and external partners. The role includes analyzing market trends, monitoring portfolio performance, and presenting insights and recommendations to clients and senior leadership. The Associate Vice President will contribute to business development initiatives, participate in client meetings and presentations, ensure adherence to regulatory and internal risk guidelines, and mentor junior team members to maintain service quality and operational efficiency.

Qualifications

Strong client relationship management and stakeholder communication skills, with the ability to present complex financial concepts clearly.
Proficiency in financial planning, portfolio analysis, and investment advisory across multi-asset strategies.
Experience with compliance, risk management, and regulatory requirements in wealth or asset management.
Capability in business development, including prospecting, proposal preparation, and support for client acquisition initiatives.
Leadership and team collaboration skills, including mentoring junior colleagues and coordinating cross-functional projects.
Bachelor’s degree or higher in Finance, Economics, Business, or a related field; professional certifications such as CFA, CFP, or equivalent are an advantage.
IIQE & SFC license preferred.
Relevant experience in wealth management, private banking, or investment management, preferably in an international or regional financial hub.
High level of integrity, attention to detail, and ability to work in a fast-paced environment with competing priorities.
Fluency in English; proficiency in regional languages commonly used in Hong Kong financial markets is beneficial.

IPP International Wealth Management

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Associate Vice President