Senior Family Office Wealth Manager

A leading financial firm in Hong Kong seeks a Relationship Lead to manage external partnerships and drive strategic initiatives. The ideal candidate will have over 3 years of experience in wealth management or related roles, exceptional communication skills, and fluency in Mandarin, Cantonese, and English. The firm specializes in family office services for...

About the role Additional Portfolio Management Limited is seeking Family Office Manager to join our team in Kwun Tong, Kwun Tong District. This full-time role will be responsible for managing the comprehensive financial needs of high-net-worth individuals and families. What you'll be doing Providing strategic financial planning and investment management...

Wealth Planning Officer / Management Trainee Join our wealth planning service team, to protect others’ health and wealth, and bring value to individuals and families ! Job Highlights Growth industry : With the longevity of the population, the decline in cash purchasing power and the rise in medical expenses, the demand for insurance / retirement planning /...

Marketing Executive / Officer – Centaline Family Office (5-day work) Centaline Family Office provides comprehensive financial services to high-net-worth individuals, striving to work with clients to build a sustainable family legacy. We are looking for a passionate and digitally-savvy individual to join our Marketing team as a Marketing Executive/Officer....

Assistant Portfolio Manager – Family Office (Mainland China Focus) Job Summary We are looking for a client-focused Assistant Portfolio Manager to join our dynamic Family Office team. In this role, you will directly engage with High Net Worth (HNW) clients, managing their investment portfolios and ensuring their financial goals are met. Key Responsibilities...

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...

Employer: Success Peter Family, AIA (Hong Kong)Job Type: Full TimeCareer Level: SeniorSalary: Highly Competitive Remuneration Package (1,000,000 and above Basic Salary + High-Capped Commission + Performance Bonuses)Location: Hong Kong About Success Peter Family We are not just a team; we are a legacy. The Success Peter Family is a premier group within AIA...

Provide comprehensive training to become a professional financial planner. Benefits Unlimited Income: Monthly allowance, High commission, Unique monthly bonus, Year-end bonus, Mortgage subsidy Fast-track Promotion Program to Management Level Free overseas travel Work-life balance opportunity We are looking for: Associate degree / higher diploma holder or...

Senior Operations Officer/ Officer (Wealth Management Settlement) Add expected salary to your profile for insights Perform investment account opening and maintenance services; Execute high-quality back-office processing for investment products (e.g., equity, unit trust, notes and bond…) services; Ensure all transactions are properly authorised before...

Management Trainee - Risk Management in Wealth (Mainland China Focus) Position Overview: Join our Asset Management Team to develop a strong foundation in wealth management and private banking. Gain hands‑on experience while contributing to various initiatives, including estate planning and trust services. Key Responsibilities: Financial Analysis: Conduct...