Senior Wealth Manager — Client Portfolios

A leading wealth management firm based in Hong Kong seeks a Wealth Management Consultant to manage investment accounts, provide tailored financial solutions, and build strong relationships with clients. This role involves portfolio investment analysis and promoting premier services to meet client needs. Ideal candidates should have experience in client...

A leading financial services provider in Hong Kong is seeking a Relationship Management Officer who will engage clients, provide tailored financial advice, and collaborate with the wealth management team. The role requires at least one year of experience in client-facing positions and relevant qualifications. An analytical mindset and excellent communication...

Relationship Manager, Wealth Management (Welcome TTPS/ IANG) 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 investment strategic to customers Requirements: Current holder of HKSI Paper 1,7,8...

A leading global banking institution based in Hong Kong is looking for an Investment Specialist to provide personalized investment portfolio advice to clients. The ideal candidate will have a strong background in finance with at least five years of relevant experience, including wealth management or portfolio counseling. Fluency in English, Cantonese, and...

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 financial services company in Hong Kong is seeking a Relationship Manager for Wealth Management. The role involves monitoring asset allocations, designing investment strategies, and conducting risk assessments. Candidates must hold HKSI Papers 1, 7, and 8, possess a Bachelor's degree in Finance or a related field, and have at least 3 years of experience....

Provide professional financial services to our clients, including risk management, health protection, retirement planning and wealth accumulation. Managing the total wealth of clients by matching our financial and investment solutions to fulfill their financial needs. Develop corporate solutions and employee benefits plans for corporate clients. Promoting...

Management Trainee - Wealth Management & Insurance Open to ALL Bachelor's & Master's Graduates - No specific major required! Fast-Track to Leadership: Clear path to Senior Advisor / Team Lead in 12‑18 months Attractive Base Salary + High‑Performance Commissions & Bonuses Comprehensive Training Program: Master insurance products and sales strategies Job...

Overview As the leader in wealth management, IPP is offering innovative and intelligent solutions to thousands of individual and businesses in Singapore, Hong Kong, Malaysia, Indonesia and other high growth cities in Asia. We are one of the largest wealth management firms in Singapore. We established partnerships with a large number of well known insurance...

Some careers have more impact than others. If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued. Wealth and Personal Banking (WPB) Hong Kong helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking...