Wealth Management Ops: Regulatory Reporting Analyst

Conduct financial needs analysis and risk tolerance assessment for potential and existing clients Prepare wealth management proposals tailored towards clients' needs Provide wealth management and investment advice to clients Advise clients on selection of MPF schemes and underlying investment choices Engage in networking and marketing activities to expand...

Analyst, Operations Control and Reporting, Wealth Management Operations, Technol Business Function Group Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In Group T&O, we manage the...

A dynamic wealth management platform in Hong Kong is looking for a Wealth Management Associate. This role connects clients with financial solutions, ensuring personalized service through comprehensive training. Ideal candidates are fresh graduates with strong digital enthusiasm, communication skills, and a drive for excellence. The position offers...

A dynamic wealth management firm in Hong Kong is seeking a Wealth Management Associate to act as the liaison between clients and the team. This role requires strong communication and interpersonal skills, proficiency in English and Chinese, and a passion for digital innovation. Fresh graduates are encouraged to apply. The firm offers a competitive salary...

A leading financial institution in Hong Kong is seeking an Analyst / Assistant Vice President to manage regulatory reporting for HKMA. The role involves preparing submissions, analyzing regulatory data, and ensuring compliance with local financial regulations. Candidates must have a Bachelor's in accounting and over 5 years of experience in banking, along...

Associate/Analyst, Structure Products & Bonds, Wealth Management Operations Join DBS Bank as an Associate/Analyst in our Wealth Management Operations function. This role supports the processing of equity and structured investment products for our Private and Consumer Banking clients. Business Function Group Technology & Operations (T&O) empowers the bank...

Relationship Manager, Wealth Management (Welcome China RM/ Visa Sponsored) Add expected salary to your profile for insights Responsibilities Monitor and adjust asset allocation investment plan Design and implement appropriate investment strategies and policies Conducting comprehensive risk assessment of portfolio investments Communicate asset allocation...

A leading wealth management firm in Hong Kong is seeking candidates to provide comprehensive financial advice to high-net-worth individuals and corporate clients. The role involves designing customized financial plans, developing a client network, and leading a team. Applicants should have a university degree, excellent communication skills in English and...

A financial institution in Hong Kong is seeking an Associate/Analyst for their Account Opening team within Wealth Management Operations. The role involves supporting daily client onboarding processes, ensuring data accuracy, and maintaining compliance with regulatory standards. The ideal candidate has at least 3 years of experience in the Banking & Finance...

A financial services company in Hong Kong is seeking a Relationship Manager for Wealth Management. The role involves monitoring and adjusting investment strategies, conducting risk assessments, and communicating strategies to clients. Ideal candidates hold HKSI Paper 1, 7, and 8, have a Bachelor’s degree in a relevant field, and possess 3 years of...