Wealth Management
23 hours ago
Wealth Management - Institutional Wealth Advisor This position is responsible for developing business relationships with high‑net‑worth individuals, their families, family offices and corporates. Understands client needs and requirements, identifies investment opportunities and provides financial advice to clients. The job duties associated with this role may be expected to include but are not limited to: Developing and maintaining business relationships with target clients, bringing in new clients and new AUM to the firm. Providing investment advisory and asset allocation services. Providing trading and execution services for clients on equities, fixed income, foreign exchange, futures and options, mutual funds, hedge funds, PE funds and structured products, etc. Assisting clients on wealth planning and preservation through various tools and services. Working in a highly dedicated and professional team environment. Requirements Knowledge Sufficient knowledge of the Chinese and international capital markets, all major investment instruments and the firm’s products and services. Understanding of the client’s investment needs and orientation. Skills and Abilities Passionate for front‑line sales roles and interested in financial markets. Excellent interpersonal skills and teamwork. Highly disciplined and self‑motivated. Qualifications At least 2 years sales‑related experience in banking and finance companies, preferably having direct experience in securities dealing and wealth management roles. Bachelor’s degree in a relevant major, preferably an MBA degree holder. SFC license 1 and 4. CICC is committed to fostering an environment of equity and diversity. We recognize the importance of fair treatment in all aspects of our business, from recruitment and hiring to professional development and advancement. CICC aims to build an inclusive workplace that values the diverse backgrounds, ideas, and cultures of our employees. We strive to create an environment where every employee feels heard, supported, and empowered to contribute to the company’s growth and success. By leveraging our collective strengths, we aim to drive innovation and achieve excellence in the industry. It is CICC’s responsibility to provide equal employment opportunities to all prospective employees, regardless of race, ethnicity, gender, age, disability, or any other characteristics protected by law. The preceding job description has been designed to indicate the general nature and level of the work to be performed by employees within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. Seniority level: Mid‑Senior level. Employment type: Full‑time. Job function: Finance and Other. Industries: Investment Banking, Investment Management, and Financial Services. Referrals increase your chances of interviewing at CICC by 2x. Get notified about new Relationship Manager jobs in Hong Kong, Hong Kong SAR. #J-18808-Ljbffr
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Wealth Management Operation Officer
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Hong Kong Island, Hong Kong SAR China Blackhorn Wealth Management Limited Full timeBlackhorn Wealth Management is an independent asset management firm based in Hong Kong with SFC Type 4 & Type 9 licenses. Our team draws on decades of experience in private wealth and institutional investing to provide best‑class wealth solutions for our clients and their families. Our mission is simple: we provide clients with informed investment...
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Wealth Management Operations Specialist
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Hong Kong Island, Hong Kong SAR China Blackhorn Wealth Management Limited Full timeA leading asset management firm in Hong Kong is looking for a Wealth Management Operation Officer. This role focuses on supporting the Wealth Management business by handling operations and service requests. The ideal candidate will have a degree in a related field, strong proficiency in English and Chinese, as well as excellent interpersonal skills. A...
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Hong Kong Island, Hong Kong SAR China ARK Wealth Management-NOAH Full timeA leading wealth management firm in Hong Kong is seeking a mid-senior level Relationship Manager specializing in Chinese high-net-worth clients. The role involves managing client portfolios, providing investment advisory services, and ensuring compliance. Ideal candidates will have extensive experience in wealth management, fluency in Mandarin, and a proven...
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Hong Kong Island, Hong Kong SAR China Delta Asia Wealth Management Limited Full timeA leading financial services provider in Hong Kong seeks a (Senior) Relationship Manager for Wealth Management. The role includes providing tailored wealth management solutions, managing client portfolios, and identifying growth opportunities. Candidates should possess a degree in a business-related field and have at least 2 years of experience in the...
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hong kong, Hong Kong SAR China Channel 8 Wealth Management Limited Full timeA financial services company in Hong Kong is seeking a motivated individual to conduct financial needs analysis and provide tailored wealth management proposals to clients. The ideal candidate will have a diploma or degree, preferably in finance or related fields, and a basic understanding of financial markets. Proficiency in English and Chinese, including...
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