Digital Wealth Sales and Engagement Manager
2 weeks ago
Digital Wealth Sales and Engagement Manager Join to apply for the Digital Wealth Sales and Engagement Manager role at Mox Bank. Application Deadline: 31 December 2025Department: ProductLocation: Hong Kong (SAR) About Mox Mox is built by and for the ones who aspire to live life to the fullest – we call them Generation Mox The name Mox reflects the endless opportunities we can create, - Mobile eXperience; Money eXperience; Money X (multiplier), eXponential growth, eXploration… it’s all up for us to define together. Why Mox? Mox helps you grow – your money, your world, your possibilities. We equip you with the financial management tools, information and insights you need to make your dreams, big or small, come true. Everything at Mox – from our products, features, to rewards – is designed based on customer research, tailor made for your needs. We care about what customers care about, especially in data security and privacy. Data ethics is core to everyone here at Mox. What we are looking for? Mox Bank is looking for a dynamic and result-oriented individual with over 3 years of experience in the financial service industry, specializing in wealth products including, but not limited to, core portfolio, stock trading, and mutual funds. This individual must have proven track record of developing and maintaining strong client relationships while supporting customers to manage/create wealth based on individual financial goals. Key target customers: Affluent / Mass Affluent. Product Coverage Primary: Investment products (Core Portfolio, Stock, Mutual Fund, etc.) Secondary: FX, Deposit, Insurance, Credit Card Responsibilities Primarily responsible for onboarding and managing new clients Participate in internal and external events such as seminars, expos and roadshows Create compelling social media content (including posts, stories, and videos) that effectively communicates product features and benefits Making cold calls to new or potential clients to expand client base of MOX Invest and ensure prompt follow up with clients Formulate relevant Product campaigns to boost sales, engagement and retention to clients Servicing of existing client queries Requirements Relevant experience in similar capacity Sales experience in particular to various investment products such as securities, mutual funds, FX, and/or fixed income instruments Strong understanding of investment products and the regulatory requirements Excellent communication skills Qualifications Bachelor’s degree in finance, business, or other related disciplines SFC Type 1 and 4 license holders Proficiency in PC applications such as Microsoft Office Good written and oral communication in Cantonese, English and Mandarin Strong presentation and interpersonal skills, with positive mindset All personal data provided by applicants will be used for recruitment and other employment-related purposes only. Personal data of unsuccessful applicants will be erased within 24 months of rejection of the applicant’s application. #J-18808-Ljbffr
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Program Manager | Digital Product
2 weeks ago
hong kong, Hong Kong SAR China Capco Full timeChina - Hong Kong Capco is a global technology and management consultancy specializing in driving digital transformation for financial services and insurance industries. We deliver practical, innovative solutions to help our clients thrive in an evolving market. With offices in major financial centers worldwide, we combine deep industry expertise with...
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Senior Digital Wealth Manager
1 week ago
Hong Kong Island, Hong Kong SAR China Hang Seng Bank Ltd Full timeSenior Digital Wealth Manager Initiate, develop and implement strategic initiatives and solutions on the end‑to‑end investment sales process across different channels for ongoing improvement of sales service quality and operational efficiency, working closely with local and global stakeholders from planning, progress monitoring to post‑implementation...
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hong kong, Hong Kong SAR China LSEG Full timeCustomer Success Manager, Quant and Wealth Digital Solutions Join to apply for the Customer Success Manager, Quant and Wealth Digital Solutions role at LSEG Customer Success Manager, Quant and Wealth Digital Solutions 1 day ago Be among the first 25 applicants Join to apply for the Customer Success Manager, Quant and Wealth Digital Solutions role at LSEG Get...
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Hong Kong Island, Hong Kong SAR China LSEG Full timeCustomer Success Manager, Quant and Wealth Digital Solutions Join to apply for the Customer Success Manager, Quant and Wealth Digital Solutions role at LSEG Customer Success Manager, Quant and Wealth Digital Solutions 1 day ago Be among the first 25 applicants Join to apply for the Customer Success Manager, Quant and Wealth Digital Solutions role at LSEG Get...
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Digital Wealth Strategy Lead
1 week ago
Hong Kong Island, Hong Kong SAR China Hang Seng Bank Ltd Full timeA leading financial institution is seeking a Senior Digital Wealth Manager in Hong Kong to develop and implement strategic initiatives and improve the sales process for investment products. The role requires at least 10 years of banking or financial services experience, strong project management skills, and proficiency in both English and Chinese. You will...
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Head of Digital Wealth Platform – HK
2 weeks ago
hong kong, Hong Kong SAR China OCBC Bank (Hong Kong) Limited Full timeA leading bank in Hong Kong is seeking a Head of Group Wealth Platform to lead digital wealth transformation. This role requires over 15 years of experience in digital wealth management and private banking, with proven success in large-scale platform transformations. The candidate will strategically define the platform's roadmap, work collaboratively with...
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Private Wealth Manager
3 days ago
Hong Kong Island, Hong Kong SAR China ARK Wealth Management-NOAH Full timeAbout Ark Wealth Management & Noah Holdings We specialize in offering bespoke financial solutions and wealth management services to high-net-worth individuals and families across the globe. As part of Noah Holdings, a leading wealth and asset management platform, we bring unparalleled expertise and resources to meet the complex needs of our clients. With a...
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Private Wealth Management VP/SVP
5 days ago
Hong Kong Island, Hong Kong SAR China ARK Wealth Management-NOAH Full timeDirect message the job poster from ARK Wealth Management-NOAH Responsibilities Acquire full range of product knowledge and continuous updates Keep learning of global investment market, especially private banking sector Analyze high-net-worth client’s financial needs, explore and maintain good relationships with them Handle client’s relationship from...
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Senior Digital Wealth Strategist
7 days ago
Hong Kong Island, Hong Kong SAR China Hang Seng Bank Full timeA leading financial institution in Hong Kong seeks a Senior Digital Wealth Manager to enhance their investment sales process. This role requires a university degree, 10 years of experience in the banking or financial sector, and strong organizational and project management skills. Bilingual proficiency in English and Chinese is essential, alongside knowledge...
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Senior Digital Wealth Strategist
7 days ago
Hong Kong Island, Hong Kong SAR China HSBC Full timeA leading financial institution is seeking a Senior Digital Wealth Manager in Hong Kong. This role involves initiating and implementing strategic initiatives to improve investment sales processes and customer experiences. The ideal candidate will have over 10 years of experience in banking or financial services, excellent project and people management...
