Wealth management
1 week ago
Wealth Management - Institutional Wealth Advisor This position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. Understands client needs and requirements, identifies investment opportunities, and provides financial advice to clients. The job duties associated with this role may include but are not limited to: Developing and maintaining business relationships with target clients, bringing in new clients and new AUM to the firm. Providing investment advisory and asset allocation services. Providing trading and execution services for clients on equities, fixed income, foreign exchange, futures and options, mutual funds, hedge funds, PE funds, and structured products. Assisting clients on wealth planning and preservation through various tools and services. Working in a highly dedicated and professional team environment. Requirements: Knowledge: Sufficient knowledge of the Chinese and international capital markets, all major investment instruments, and the firm's products and services. Understanding the client's investment needs and orientation. Skills and Abilities: Passionate for front line sales roles and interested in the financial market. Excellent interpersonal skills and a team player. Highly disciplined and self-motivated. Qualifications: At least 2 years of sales-related experience in banking and finance companies, preferably having direct experience in securities dealing and wealth management roles. Bachelor's degree in relevant majors, preferably an MBA degree holder. SFC license 1 and 4. Disclaimer: CICC is committed to fostering an environment of equity and diversity. We recognize the importance of fair treatment in all aspects of our business, from recruitment and hiring to professional development and advancement. CICC aims to build an inclusive workplace that values the diverse backgrounds, ideas, and cultures of our employees. We strive to create an environment where every employee feels heard, supported, and empowered to contribute to the company's growth and success. It is CICC's responsibility to provide equal employment opportunities to all prospective employees, regardless of race, ethnicity, gender, age, disability, or any other characteristics protected by law. The preceding job description has been designed to indicate the general nature and level of the work to be performed by employees within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.#J-18808-Ljbffr
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Wealth Management
3 weeks ago
Central And Western District, Hong Kong SAR China CICC Full timeWealth Management - Institutional Wealth AdvisorThis position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. Understands client needs and requirements, identifies investment opportunities, and provides financial advice to clients. The job duties associated with this role...
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Fund of hedge funds analyst
4 weeks ago
Central And Western District, Hong Kong SAR China River Delta Wealth Management Full timeFund of Hedge Funds Analyst - Family Office Analyst A family office and asset management platform that is dedicated to safeguarding our clients' long-term financial futures. We offer a comprehensive range of services, including asset and investment management, succession planning strategies, and wealth structuring, all integrated into a seamless family...
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Fund of Hedge Funds Analyst
4 weeks ago
Central And Western District, Hong Kong SAR China River Delta Wealth Management Full timeFund of Hedge Funds Analyst - Family Office AnalystA family office and asset management platform that is dedicated to safeguarding our clients' long-term financial futures. We offer a comprehensive range of services, including asset and investment management, succession planning strategies, and wealth structuring, all integrated into a seamless family office...
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Wealth Manager
4 weeks ago
Central And Western District, Hong Kong SAR China St. James's Place – Asia & Middle East Full time5 days ago Be among the first 25 applicantsDirect message the job poster from St. James's Place – Asia & Middle EastSenior Business Acquisition @ St. James's Place – Asia & Middle East | Strategic Business Development and SupportAt St. James's Place, a globally recognised leader in wealth management, we offer you the autonomy to maximize your potential...
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Wealth Management
4 weeks ago
Central And Western District, Hong Kong SAR China CICC Full timeWealth Management - Institutional Wealth AdvisorThis position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. Understands client needs and requirements, identifies investment opportunities, and provides financial advice to clients. The job duties associated with this role...
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Wealth management
4 weeks ago
Central And Western District, Hong Kong SAR China CICC Full timeGet AI-powered advice on this job and more exclusive features. Responsibilities Complete personal performance targets, work around various KPI indicators to achieve the balance between process management, client base and revenue indicators. Keep track of the global market trends and major events, understand the current selling points and business strategy,...
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Wealth Management
4 weeks ago
Central And Western District, Hong Kong SAR China CICC Full timeGet AI-powered advice on this job and more exclusive features.ResponsibilitiesComplete personal performance targets, work around various KPI indicators to achieve the balance between process management, client base and revenue indicators.Keep track of the global market trends and major events, understand the current selling points and business strategy,...
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Assistant Manager, Wealth
3 weeks ago
Central And Western District, Hong Kong SAR China HSBC Full timeSome careers have more impact than others.If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Wealth and Personal...
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Central And Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full timeAsset & Wealth Management, Private Wealth Management, Wealth Management Professional, Hong KongAs a Wealth Management Professional, your responsibilities include:Serve as the liaison for clients regarding inquiries and provides team supportAnalyze and monitor client portfolios, and assist with other aspects of managing a client relationshipDrive and complete...
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Senior marketing manager, wealth
4 weeks ago
Central And Western District, Hong Kong SAR China HSBC Full timeSome careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Wealth and...
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Wealth Management
3 weeks ago
Central And Western District, Hong Kong SAR China CICC Full timeWealth Management - Institutional Wealth AdvisorThis position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. Understands client needs and requirements, identifies investment opportunities, and provides financial advice to clients. The job duties associated with this role...
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Central And Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full timeAsset & Wealth Management, Private Wealth Management, Wealth Management Professional, Hong Kong As a Wealth Management Professional, your responsibilities include: Serve as the liaison for clients regarding inquiries and provides team support Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship Drive and...
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Central And Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full timeAsset & Wealth Management, Private Wealth Management, Wealth Management Professional, Hong Kong As a Wealth Management Professional, your responsibilities include: Serve as the liaison for clients regarding inquiries and provides team support Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship Drive and...
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Senior Marketing Manager, Wealth
4 weeks ago
Central And Western District, Hong Kong SAR China HSBC Full timeSome careers have more impact than others.If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Wealth and Personal...
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Wealth Planning Manager
4 weeks ago
Central And Western District, Hong Kong SAR China Bank of Communications (Hong Kong) Limited Full timeJob ResponsibilitiesProvide a full range of wealth management services to a designated portfolio of high-net-worth customers.Expand the existing client base by exploring potential customers in the market.Minimum RequirementsDegree holder or equivalent qualification at HKQF level 5.Minimum 3 years' experience in handling investment portfolios of affluent...
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Wealth management intern
1 week ago
Central And Western District, Hong Kong SAR China AIA Hong Kong And Macau Full time【AIA Group】Branch Manager & Director | Humble Team (start from 2018) | All members are with MDRT Certificates| Welcome all talents to join our teamExciting Opportunity for Aspiring Finance ProfessionalsAre you a university student looking to kickstart your career in wealth management? Look no further We are thrilled to announce the Challenge Wealth...
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Head of Wealth
4 weeks ago
Central And Western District, Hong Kong SAR China Prudential Hong Kong Limited Full timetime left to apply End Date: February 14, 2025 (27 days left to apply)job requisition id 25010045Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a...
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Head of Wealth
3 weeks ago
Central And Western District, Hong Kong SAR China Prudential Hong Kong Limited Full timetime left to apply End Date: February 14, 2025 (27 days left to apply)job requisition id 25010045Prudential's purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a...
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Senior Marketing Manager, Wealth
3 weeks ago
Central And Western District, Hong Kong SAR China HSBC Full timeSome careers have more impact than others.If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Wealth and Personal...
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Wealth Product Manager
4 weeks ago
Central And Western District, Hong Kong SAR China PAObank Full timeGet AI-powered advice on this job and more exclusive features.Responsibilities:Build a new wealth management platform by managing comprehensive wealth products and creating a delightful user experience.Drive the implementation project by collaborating with cross-functional teams to ensure successful product delivery.Manage the fund product shelf to offer the...
