Client Relationship Executive
3 days ago
Responsibilities Cultivate and manage long-term relationships with HNW/UHNW individuals, corporate and institutional clients. Serve as the primary point of contact, providing personalized wealth management solutions and strategic financial guidance. Conduct comprehensive financial needs analysis and develop tailored investment strategies aligned with clients' risk profiles and objectives. Design and deliver compelling investment presentations showcasing our comprehensive product suite. Coordinate with internal teams (BUs, product team, operation, dealing and settlement) to execute investment strategies and fulfill client requirements. Stay current with market trends, regulatory changes, and investment opportunities to provide timely advice. Qualifications Bachelor Degree in Finance, Business or related discipline. SFC RA type 1,2,4,5,9 license holder or eligible to obtain license. Min. 5 years of experience in wealth management/private banking or investment advisory roles within financial services industry. Solid understanding of wide range of investment products. Exceptional interpersonal skills with ability to build trust clients. Track record in managing HNW/UHNW client portfolios. Proactive and motivated to drive performance. Proficient in English and Chinese. Application Questions Which of the following statements best describes your right to work in Hong Kong? How many years' experience do you have in the financial services industry? What's your expected monthly basic salary? #J-18808-Ljbffr
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Hong Kong Island, Hong Kong SAR China Chasseur Pro Executive Consultant Limited Full timeA leading multinational bank in Hong Kong is seeking a Relationship Manager for their Private Banking division. The role involves managing high-net-worth clients, providing tailored financial solutions, and pursuing new business opportunities. Applicants should have at least 5 years of experience in private banking and strong client relationship management...
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Hong Kong Island, Hong Kong SAR China Asia Progress Executive Limited Full timeA recruitment agency is seeking candidates for the role of Assistant Relationship Manager in Private Banking. The successful candidate will assist Relationship Managers with client support in the Greater China Markets. Responsibilities include executing trades, preparing marketing materials, and managing client documentation. This position requires a degree...
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Hong Kong Island, Hong Kong SAR China Asia Progress Executive Limited Full timeAssistant Relationship Manager, Private Banking (Many posts) Add expected salary to your profile for insights Overview Our client is a European Private Banking. To cope with the rapid business expansion, they are inviting high calibre candidates to join the team. Assistant Relationship Manager, Private Banking/ Family Office (many posts) Responsibilities...
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hong kong, Hong Kong SAR China Global Executive Consultants Ltd. Full timeA leading bank in Hong Kong seeks an experienced Relationship Manager in Private Wealth Management. The role involves promoting a full range of wealth management products to high-net-worth clients and developing long-term relationships. Ideal candidates possess over 3 years in wealth management, SFC licenses, and strong communication skills in Putonghua,...
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Executive Director, Corporate Sales
3 days ago
Hong Kong Island, Hong Kong SAR China Page Executive Full timeExecutive Director of Corporate Sales As a Executive Director of Corporate Sales, your main responsibilities will include: Developing and implementing strategic sales plans to achieve business growth targets. Building and maintaining strong relationships with corporate clients in Hong Kong. Identifying client needs and delivering tailored financial...
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Private Banking Client Services Specialist
3 days ago
Hong Kong Island, Hong Kong SAR China Asia Progress Executive Limited Full timeA European Private Banking firm in Hong Kong is seeking a Client Services Officer/Customer Services Officer for their Wealth Management division. You will assist the Relationship Manager in supporting clients, providing market updates, and executing various investment trades. The ideal candidate has a degree in banking or finance, at least 2 years of...
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hong kong, Hong Kong SAR China Asia Progress Executive Limited Full timeAssistant Relationship Manager, Private Banking (Many post) Our client is a European Private Banking. To cope with the rapid business expansion, they are now inviting high calibre candidates to join the team. Responsibilities Assist Relationship manager to support their Greater China Markets/portfolio of clients. Provide investment market updates and...
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Hong Kong Island, Hong Kong SAR China Asia Progress Executive Limited Full timeAssistant Relationship Manager, Private Banking (Many post) $50K-70K permonth Our client is a European Private Banking. To cope with the rapid business expansion, they are now inviting high calibre candidates to join the team. AssistantRelationship Manager, Private Banking( many posts) - $50K-70K Responsibilities Assist Relationship manager to support their...
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Relationship Manager, Private Banking
1 day ago
Hong Kong Island, Hong Kong SAR China Chasseur Pro Executive Consultant Limited Full timeRelationship Manager, Private Banking (MNC PB), JW Add expected salary to your profile for insights About the role This is a full‑time Relationship Manager position within the prestigious Private Banking division of a leading multinational bank based in the heart of Hong Kong Island. As a Relationship Manager, you will be responsible for managing and...
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Director, Client Relationship Management
3 days ago
Hong Kong Island, Hong Kong SAR China Principal International (Asia) Limited Full timeDirector, Client Relationship Management At Principal, we invest in what matters. And building talented teams is where it all begins. We’re drawn to people who bring unique perspectives, passion, and expertise to help us advance the financial security and well‑being of our customers, transform our growing business, and drive positive change in the...