Wealth Management Department- Private Wealth Advisor

1 month ago


Hong Kong, Hong Kong SAR China CICC Full time

Job Description
1. Developing and maintaining business relationship with high-net-worth individuals, their families, family offices and corporates.
2. Deeply understanding customers' needs, providing customers with professional asset allocation suggestions, continuously providing excellent post investment services and establishing long-term service relationship.
3. Providing professional investment consulting and advisory services to potential customers to promote product sales and transaction.
4. Making full use of CICC's unique resources to meet customers' diversified financial needs.

Qualification
1. Upright, humble, diligent with high moral values.
2. Bachelor degree or above;
3. Strong interest in financial industry and wealth management business;
4. Retail/personal business experience in financial industry is preferred;
5. Understanding of various financial market products. Excellent learning ability;
6. Client-oriented, passionate about sales and financial industry. Positive and confident with excellent communication skills;
7. SFC and/or HKMA license holder;
8. Fluency in Mandarin, Cantonese and English is preferred.



  • Hong Kong, Central and Western District, Hong Kong SAR China CMB Wing Lung Bank Full time

    Job OpportunityWe are seeking a highly skilled Strategic Wealth Advisor to join our team at CMB Wing Lung Bank.Salary: The estimated salary for this role is between HKD 650,000 and HKD 900,000 per annum, depending on experience.About the RoleThis is a key position in our Private Banking and Wealth Management Department, responsible for developing and...


  • hong kong, Hong Kong SAR China Wealth Management Cube Ltd Full time

    Wealth Management Cube is the largest Hong Kong based B2B focused fund and OTC products distribution platform. We are looking for an institutional fund sales professional who can build strong relationships with our existing B2B customers and other financial services providers including brokerage firms, family offices, EAMs, insurance companies, trust,...


  • Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full time

    About BNP Paribas Wealth ManagementWe are a leading European Union bank with an uninterrupted presence in the region since 1860. Our company offers a wide range of financial services for corporate, institutional and private investors.Our Commitment to Diversity and InclusionWe passionately embrace diversity and foster an inclusive workplace where all...


  • Hong Kong, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

        Responsibilities Building tight relationship with VIP clients to complete team AUM and revenue target Work closely with IA and product team and provide investment portfolio analysis and advices to the clients according to their needs, desires and risk profile Be in responsible for the VIP client services, including account opening, maintenance, and...


  • Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full time

    Job DescriptionAs a Marketing Officer in the Wealth Management division of BNP Paribas, you will play a vital role in supporting the team in executing various marketing, communication, and engagement initiatives.Key ResponsibilitiesDrive engaging content development to enhance client experienceDevelop and maintain client-friendly marketing materials,...


  • Hong Kong, Central and Western District, Hong Kong SAR China CICC Full time

    Job Overview:">CICC is seeking an experienced and ambitious financial professional to join our team as a Private Wealth Advisor. As a key member of our wealth management department, you will be responsible for developing and maintaining business relationships with high-net-worth individuals, their families, family offices, and corporates.">About the...


  • Hong Kong, Hong Kong SAR China BNP Paribas Wealth Management Full time

    About BNP PARIBAS As the leading European Union bank, and one of the world's largest financial institutions with an uninterrupted presence in the region since 1860, BNP Paribas offers a wide range of financial services for corporate, institutional and private investors spanning corporate and institutional banking, wealth management, asset management and...


  • Hong Kong, Central and Western District, Hong Kong SAR China DL Family Office Full time

    DL Family Office Job Title: Senior Wealth Management Advisor Job Description:We are seeking an experienced Senior Wealth Management Advisor to join our team at DL Family Office. In this role, you will be responsible for building and maintaining strong relationships with high net worth (HNW) and ultra high net worth (UHNW) family clients. Main...


  • hong kong, Hong Kong SAR China Fosun Wealth Holdings Full time

    Responsibilities: Develop and execute the overall product strategy and roadmap for the asset management department, including notes, structure notes, equity products (both private and public), fixed income, and alternatives product positioning, feature enhancements, and market expansion. Design and launch new fund products mentioned above, ensuring...


  • hong kong, Hong Kong SAR China CMB Wing Lung Bank Full time

    Relationship Manager (Private Banking & Wealth Management Department) We are recently seeking a high calibre professional to join our team as Relationship Manager under Private Banking and Wealth Management Department . Job Description: Developing and managing a portfolio of high net worth customers by providing tailored wealth management solutions....


  • Hong Kong, Hong Kong SAR China Brookfield Asset Management, Inc Full time

    Location Hong Kong - 8 Finance Street, Two IFC, 57/F, Suites 5712-13 Business - Brookfield Oaktree Wealth Solutions Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a...


  • Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    Citi, a leading global financial services institution, offers a unique opportunity for a skilled Wealth Management Professional to join our team in Hong Kong. With over 200 years of experience, we provide a broad range of financial services and products to our clients across the globe.About CitiCiti is committed to helping its clients meet their biggest...


  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    As the Chief Financial Director of Wealth Business at Unicorn Advisor (HK) Limited, you will be responsible for driving the financial growth and performance of our wealth management business. Your key focus will be on managing the overall profit and loss (P&L) and Key Performance Indicators (KPIs) to ensure the business meets its targets.You will lead a...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    Job OverviewHang Seng Bank Limited is committed to service excellence. Our people are our most valuable asset, playing a vital role in enhancing performance for customers and providing best-in-class products and services. We aim to attract high-calibre talent by offering a dynamic working environment, good career development opportunities, and competitive...

  • Wealth Planning

    2 months ago


    Hong Kong, Hong Kong SAR China Selby Jennings Full time

    Our client is a leading financial institution looking to grow their HNW wealth planning team in Asia. Job Responsibilities Provide high quality wealth planning services to HNWIs in North Asia. Identifying wealth management needs and legacy planning solutions including trusts, tax and insurance. Create and implement a sales strategy aimed at generating new...


  • hong kong, Hong Kong SAR China LCA Solutions Limited Full time

    Multi Family Office - Wealth Manager - Private Banker Are you an existing Private Banker looking for the next logical step in your career? Join our award-winning Multi Family Office Boutique, started in 2010 by passionate veterans of the Private Banking Industry. As we expand our operations, we are looking to add Relationship Managers / Private Bankers to...


  • Hong Kong, Central and Western District, Hong Kong SAR China Brookfield Asset Management, Inc Full time

    Brookfield Asset Management, Inc. is a global leader in alternative asset management with a rich history of delivering exceptional returns for clients.About the RoleWe are seeking an experienced Vice President to join our team in Hong Kong and drive wealth management sales across Greater China, including Hong Kong, Taiwan, and China. This role will focus on...


  • Hong Kong, Central and Western District, Hong Kong SAR China CICC Full time

    Job SummaryWe are seeking a highly motivated and experienced Strategic Financial Advisor to join our Wealth Management team at CICC. As a key member of our team, you will be responsible for developing and maintaining business relationships with high-net-worth individuals, their families, family offices, and corporates.About the RoleAs a Strategic Financial...


  • Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full time

    At Futu Securities International (Hong Kong) Limited, we seek a seasoned Private Wealth Management Manager to join our team.Job Description:We are looking for an experienced professional with a strong background in private banking or private wealth management. As a Private Wealth Management Manager, you will be responsible for building and maintaining...


  • Hong Kong, Central and Western District, Hong Kong SAR China Be Myjob Company Limited Full time

    Job DescriptionWe are seeking a skilled Senior Banker – Private Banking to join our team at Be Myjob Company Limited.Key Responsibilities:Deliver comprehensive wealth management solutions and advice to high net worth individuals, focusing on relationship building and growth.Identify, attract, and retain new clients while nurturing existing relationships to...