Wealth Ops AVP: Client Services

A leading banking institution in Hong Kong is seeking an AVP/Senior Associate/Associate for Corporate Actions within Wealth Management Operations. The role entails supporting processing and reporting, ensuring compliance, and enhancing team efficiency. The ideal candidate should possess a degree in Banking and Finance, with at least 8 years of experience in...

A leading financial institution in Hong Kong is seeking an AVP for Structure Products & Bonds in Wealth Management Operations. The role involves supporting back office processes, resolving discrepancies, and monitoring operations to ensure quality service delivery. The ideal candidate will have at least 5 years of banking operations experience, supervisory...

Job Description - AVP/Senior Associate/Associate, Wealth Management Operations (Middle Office & Sales Support) ) Business Function 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...

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...

A leading American investment bank in Hong Kong is seeking a Client Services Associate for their private wealth management division. This role involves handling client services, managing client relationships, and executing trades for Ultra High Net Worth clients. Candidates should have a Bachelor's Degree in Economics or Finance, along with 3-5 years of...

Join ZIPP Wealth Management – Where Your Career Takes Flight! Are you ready to kickstart your career in a dynamic, fast‑growing venture that combines the best of traditional finance with cutting‑edge digital innovation? At ZIPP Wealth Management, we’re not just another company – we’re a next‑generation digital‑enabled wealth management...

A private investment bank in Hong Kong seeks a Relationship Manager/AVP to support business growth. This role requires 5-7 years of experience in banking as a Relationship Manager or in related industries, along with SFC licenses. The ideal candidate will possess strong communication, networking, and financial service skills. Responsibilities include...

A financial services firm in Hong Kong is seeking a Sales Executive to enhance client relationships through digital innovation. The role involves supporting onboarding processes, preparing investment proposals, and collaborating with marketing to improve customer experiences. Ideal candidates should have 1-5 years of experience in wealth management or client...

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...

Job Description - AVP/Senior Associate/ Associate, Unit Trust Support, Wealth Management Operations S) Job Description AVP/Senior Associate/ Associate, Unit Trust Support, Wealth Management Operations - ( S ) Business Function Group Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a...