Wealth Management Manager/Trainee
4 weeks ago
1 week ago Be among the first 25 applicants
- Client-facing role with high-net-worth individuals (HNWIs)
- Building tailored financial portfolios to meet client's financial and insurance needs
- Providing business solutions to listed companies and corporate clients
- Team-building and leadership development opportunities
We are looking for:
- University degree holder
- 2+ years of working experience in the financial industry is an advantage
- Experience in the banking industry or background in mainland will be an advantage
- Energetic, outgoing, hardworking, and willing to learn
- IANG/ TTPS/ QMAS visa holders are welcome
- Fluent in Mandarin is a must, and Cantonese is a plus
Responsibilities:
- Identifying the needs of clients and providing professional financial advice
- Management of wealth assets of clients through financial and insurance products
- Updating the latest financial news to clients
- Providing financial analysis, investment, saving, retirement, MPF, and risk management services (Capital Investment Immigration Consultancy, Asset Management, Bonds & Mutual Funds Investment, Premium Financing)
- High-end financial planning for HNW and PRC Clients
- Corporate Solution Planning for Corporate Clients
- Provide quality after-sales services to maintain good customer relationship
Internship
Employment typeFull-time
Job functionFinance and Sales
IndustriesInsurance
#J-18808-Ljbffr-
Private Wealth Solutions Professional
2 days ago
Hong Kong Island, Hong Kong SAR China ARK Wealth Management-NOAH Full timeUnlock new opportunities for growth and success at ARK Wealth Management-NOAH as a Senior Relationship Manager.About the Position:This is a senior-level role that requires a high degree of expertise and professionalism.Develop and maintain strong relationships with high-net-worth clients, providing tailored solutions to meet their financial needs.You will...
-
Finance and Wealth Management Career
1 week ago
Hong Kong Island, Hong Kong SAR China AIA Full timeSeniority Level and Employment TypeThis internship offers the opportunity to gain hands-on experience in finance and wealth management while working full-time in our private client office in Hong Kong.Key ResponsibilitiesFinancial and wealth management services deliveryClient relationship establishment and maintenanceNew business opportunity...
-
Finance Manager Trainee
5 days ago
Hong Kong Island, Hong Kong SAR China 乐恩咨询 Full timeWe are seeking a highly motivated and detail-oriented Finance Manager Trainee to join our team at 乐恩咨询.This is an exciting opportunity for individuals who are passionate about finance and eager to learn from experienced professionals.The successful candidate will be responsible for providing comprehensive financial analysis and planning services to...
-
Wealth Management Consultant
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full timeAt Howden Private Wealth, we specialize in crafting bespoke wealth planning and insurance solutions for high-net-worth individuals globally. Our team of experts has developed a deep understanding of the complexities surrounding UHNW clients' needs, allowing us to deliver tailored advice and guidance.Our extensive network enables us to address clients'...
-
Management Trainees
4 weeks ago
Hong Kong Island, Hong Kong SAR China Hang Yick Properties Management Limited Full timeOur Management Trainee Programme aims to nurture property management professionals mainly through job rotation, mentorship, and structured training programmes within 18 months. MTs will be involved in a wide range of job functions, including facility management, customer relationship management, finance and asset management, event management, clubhouse...
-
Wealth Management Professional
1 week ago
Hong Kong Island, Hong Kong SAR China AIA Full timeCompany OverviewAIA is a leading independent publicly listed pan-Asian life insurance group with a prominent presence across 18 markets. Headquartered in Hong Kong, AIA strives to create a sustainable future and aims to be an industry leader in Environmental, Social, Governance (ESG) practices.Job DescriptionBecome an integral part of our private client...
-
Wealth Management Trainee
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China AMG FINANCIAL GROUP Full timeAbout UsAt AMG FINANCIAL GROUP, we strive to provide exceptional wealth management services. Our mission is to empower individuals to secure their financial futures through expert guidance and tailored advice.
-
Graduate Trainee Program
1 week ago
Hong Kong Island, Hong Kong SAR China AIA Full timeGraduate Trainee Program (Wealth Management)As a leading independent publicly listed pan-Asian life insurance group, AIA has a prominent presence across 18 markets. It is headquartered in Hong Kong and listed on the Main Board of The Stock Exchange of Hong Kong Limited. AIA strives to create a sustainable future and aims to be an industry leader in...
-
Wealth Management Manager
4 weeks ago
Hong Kong Island, Hong Kong SAR China AIA Full timeWealth Management Manager / Trainee (graduates 2024 2025 are welcome)3 days ago Be among the first 25 applicantsCompany DescriptionAIA Group Limited is the largest independent publicly listed pan-Asian life insurance group with a presence in 18 markets across Asia. Established in Shanghai in 1919, AIA is a market leader in Asia and offers life insurance,...
-
Senior Relationship Manager
2 days ago
Hong Kong Island, Hong Kong SAR China ARK Wealth Management-NOAH Full timeBe among the first 25 applicantsDirect message the job poster from ARK Wealth Management-NOAHResponsibilities:Acquire full range of product knowledge and continuous updatesKeep learning of global investment market, especially private banking sectorAnalyze high-net-worth client's financial needs, explore and maintain good relationships with themHandle...
-
Asset Management Advisor Trainee
4 days ago
Hong Kong Island, Hong Kong SAR China AMG FINANCIAL GROUP Full timeJoin our team as an Asset Management/Wealth Management Advisor Trainee and embark on a fulfilling career in financial planning and wealth management. This full-time position is located in Sheung Wan, Central and Western District, offering a dynamic environment where you can grow and thrive.What You'll Be DoingCraft personalized financial plans tailored to...
-
Strategic Partnership Development Manager
2 days ago
Hong Kong Island, Hong Kong SAR China ARK Wealth Management-NOAH Full timeDiscover a rewarding career opportunity at ARK Wealth Management-NOAH as a key member of our team.About the Role:We are seeking a highly skilled Senior Relationship Manager to join our private banking sector.Key Responsibilities:As a Senior Relationship Manager, you will be responsible for acquiring full knowledge of our product offerings and staying updated...
-
Property Management Trainee
6 days ago
Hong Kong Island, Hong Kong SAR China Richemont Full timeWe are seeking a Property Management Trainee to join our dynamic team at Richemont. As a trainee, you will gain hands-on experience in property management, including database maintenance, coordination, and data analysis.Main Responsibilities:Develop and maintain comprehensive property databases.Coordinate with stakeholders to ensure smooth operations.Analyze...
-
Business Development Assistant
7 days ago
Hong Kong Island, Hong Kong SAR China Howden Private Wealth Full timeBenefitsWe offer a collaborative work environment, opportunities for growth and development, and a competitive compensation package. If you are a motivated individual looking to make a difference in the field of private wealth management, please consider joining our team.
-
Management Trainee Position
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Tapestry, Inc. Full timeThe RoleWe're seeking a highly motivated Management Trainee to join our team. As a Management Trainee, you'll be responsible for daily operations, including sales, merchandising, cashiering, and stock management. You'll achieve sales targets by delivering exceptional customer service and maintaining a broad knowledge of all products.You'll perform various...
-
Management Trainee
1 week ago
Hong Kong Island, Hong Kong SAR China CITIC Telecom International CPC Limited Full timeManagement Trainee (Information Security) - Fresh graduate welcomeAll innovators, it is YOUR opportunity to join our innovative ICT companyOur 1-year Management Trainee Program (Information Security Stream) is designed to nurture high-calibre IT graduates and provide them with extensive exposure to the ICT industry. Trainees will undertake all-rounded...
-
Private Wealth Strategist
1 week ago
Hong Kong Island, Hong Kong SAR China Howden Private Wealth Full timeWith over 40 years of industry experience, Howden Private Wealth is the preferred partner to the world's most respected private banks, family offices, law and tax advisory firms.We have representatives across various locations, providing holistic solutions to our clients. As part of the Howden Group, we can also address other insurance needs globally through...
-
Wealth Management Counsel
6 days ago
Hong Kong Island, Hong Kong SAR China The Bank of East Asia, Limited (BEA) Full time**About the Role:**We are seeking an experienced Wealth Management Counsel to join our Wealth Management Division. As a Wealth Management Counsel, you will be responsible for providing expert legal advice on complex wealth management matters, as well as managing all legal aspects of our wealth management business.Key Responsibilities:Provide expert legal...
-
Management Trainee
2 weeks ago
Hong Kong Island, Hong Kong SAR China DKSH Group Full timePress Tab to Move to Skip to Content LinkSelect how often (in days) to receive an alert:Title: *Management Trainee - Healthcare (Consumer Health)Location: Southmark, HK, HKGlobal Business Unit: HECJob Function: MarketingRequisition Number: 171160Who we are:We are a leading provider of Market Expansion Services for pharmaceutical, over-the-counter (OTC),...
-
Settlement and Compliance Manager
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Wealth Management Cube Ltd Full timeWealth Management Cube Ltd is a reputable financial services provider in Hong Kong, offering innovative solutions for B2B & B2B2C clients. We are looking for a skilled Account and Settlement Officer to join our team.Main Tasks:Process daily client transactions, including money deposits, withdrawals, and FX conversionsEnsure accurate and timely funds...