Investment Representative, International Wealth Management
1 month ago
Responsibilities Achieve revenue target Offer total financial solutions to clients by leveraging products of Funds, Bonds, Notes, Equity and Insurance, etc. Conduct regular portfolio review and re-balancing with clients to identify clients' needs and offer suitable products recommendations Comply with internal compliance guidelines and external regulation requirements Requirements College or University and above Holder of SFC RA1 license. A technical representative under Insurance Authority is a plus 2 years of relevant experience in financial industry Good knowledge of financial products and markets Good communication and interpersonal skills Proficiency in English, Cantonese and Mandarin
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Investment Representative
4 weeks ago
Hong Kong, Hong Kong SAR China KGI Asia Full timeResponsibilities Build and recruit sales team Lead and coach sales team to grow the wealth management business and achieve company financial targets Provide timely and accurate prospects data to track and monitor activities for management reporting and sales forecasts Possess customer network and business channels to explore new business opportunities Work...
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Hong Kong, Hong Kong SAR China KGI Asia Full timeResponsibilities Acquire new business and opportunities for the development of International Wealth Management (“IWM”) business in the region Promote tailor-made financial solutions to clients, with wide range of financial tools including equities, futures, bonds, funds as well as insurance products Expand clientele and maintain good relationship to meet...
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Wealth Distribution Management Manager
3 weeks ago
Hong Kong, 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 Investment Product Expert 投資顧問
1 month ago
Hong Kong, Hong Kong SAR China HSBC Full timeSome careers grow faster than others. If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. 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...
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Wealth Management, Managed Solutions
2 weeks ago
Hong Kong, Hong Kong SAR China JPMorgan Chase & Co. Full timeAt . Morgan Private Bank, our advisors provide tailored solutions across investments, credit, banking, and Trust & Estates practices to help clients achieve their financial goals and manage their wealth. Based in Hong Kong and Singapore, our teams, guided by industry leaders, offer top-tier service to clients globally. We have a rich history of over 200...
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Account Manager – Wealth Management, Hong Kong
4 weeks ago
Hong Kong, Hong Kong SAR China PIMCO Full timeRESPONSIBILITIES Work with the team to develop and execute a business development and relationship management strategy amongst our bank distribution partners in Hong Kong. PIMCO views this market segment as a strategic growth opportunity Market and service the full range of PIMCO products and services, with the assistance of senior investment...
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Hong Kong, Hong Kong SAR China Goldman Sachs Full timeAsset & Wealth Management, Private Wealth Management, Wealth Management Professionals - CIP, Analyst, Hong Kong DIVISIONS AND JOB FUNCTIONS Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial...
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Hong Kong, Hong Kong SAR China Goldman Sachs Full timeWealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...
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Wealth Management, Discretionary Fixed Income
4 weeks ago
Hong Kong, Hong Kong SAR China JPMorgan Chase & Co. Full timeAt . Morgan Private Bank, our advisors provide tailored solutions across investments, credit, banking, and Trust & Estates practices to help clients achieve their financial goals and manage their wealth. Based in Hong Kong and Singapore, our teams, guided by industry leaders, offer top-tier service to clients globally. We have a rich history of over 200...
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Hong Kong, Hong Kong SAR China Ares Management Corporation Full timeDescription Ares Wealth Management Solutions (WMS) Hong Kong is looking for a Principal, Client Relations, where the position will play a key role in the distribution, marketing, sales, and client relationship management functions in Asia. The incumbent will work directly with senior management across the Wealth Management Solutions team on a variety...
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Associate Director, Corporate Development
4 weeks ago
Hong Kong, Hong Kong SAR China AIA Full timeFIND YOUR 'BETTER' AT AIA If you believe in better, we’d love to hear from you. About the Role The position is part of a team driving the origination, assessment and execution of M&A and partnership transactions within the Wealth & Asset management (“WAM”) sector. The role’s objective is to effectively manage the end-to-end transaction cycle...
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Investment Manager
4 weeks ago
Hong Kong, Hong Kong SAR China China Mobile International Limited Full timeInvestment ManagerHeadquartersHKInvestmentInvestment ManagementSeniorApplyResponsibilityPerform quantitative and qualitative analysis for prospective investment opportunities, including conducting market research, performing fundamental analysis and constructing financial modelsLead end-to-end deal execution, including due diligence, valuation, deal...
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(Assistant) Wealth Services Manager
2 weeks ago
Hong Kong, Hong Kong SAR China Dah Sing Bank Full timeJob Purpose: To provide excellent service to satisfy customer’s wealth management needs and solicit wealth business through non-face-to-face channels. Main Responsibilities: Meet / exceed sales target assigned. Solicit wealth business by non-face-to-face channels, including FX related products, Equity Link Investments (ELI), Investment...
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Hong Kong, Hong Kong SAR China Goldman Sachs Full timeAsset & Wealth Management, Private Wealth Advisor, Vice President – Hong Kong Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice...
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Wealth Management, China Banker
2 weeks ago
Hong Kong, Hong Kong SAR China JPMorgan Chase & Co. Full timePrivate Banking is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, as well as tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth. Job Summary As a Banker in the China...
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International Banking Officer
4 weeks ago
Hong Kong, Hong Kong SAR China HSBC Full timeSome careers grow faster than others. If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. 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...
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Intern - Investment Consulting (Korean Speaking)
2 hours ago
Hong Kong, Hong Kong SAR China Marsh McLennan Companies Full timeDescription: We are now inviting ambitious candidates to join our Wealth team for a 6 - 12-month full-time internship (the duration of the internship can be adjusted through mutual discussion and agreement). Successful candidates will have the opportunity to understand and support our growing wealth team, based in Hong Kong. Candidate with Immediate...
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Investment Director, Chinese SME
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Randstad Hong Kong Full timeSeeking a seasoned investment professional to join a Chinese small- middle size firm to support the business growth and business owner's personal investment. As the Investment Director, you will be the individual contributor and responsible for evaluating and managing international investment projects, overseeing property investments, and handling various...
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Investment Director, Chinese SME
2 weeks ago
Hong Kong, Hong Kong SAR China Randstad Hong Kong Full timeSeeking a seasoned investment professional to join a Chinese small- middle size firm to support the business growth and business ownerâs personal investment. As the Investment Director, you will be the individual contributor and responsible for evaluating and managing international investment projects, overseeing property investments, and handling...
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Assistant Branch Manager
3 weeks ago
Hong Kong, 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...