GBA Wealth Relationship Lead – HNW Growth

Responsibilities Developing business plans for active acquisition and management of clients in GBA (including HK). Pitching in-house HNW clients for potential sales opportunities with cross‑over investment/insurance products. Focusing on expansion of business in the GBA market and growth of sales channels. Organizing marketing events, seminars and...

A leading international bank is looking for a candidate in Hong Kong to manage and grow the Greater China and GBA client portfolio. The role involves implementing growth strategies, improving relationship quality with clients, and ensuring operational efficiency. Candidates should possess at least 6 to 10 years of experience in Retail Banking, strong project...

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...

Receptionist – HNW Centre(Permanent | Renowned Insurer) Job Highlights Renowned Insurer – High Net Worth Centre Client‑facing role with exposure to VIP & HNW clients Stable permanent position with staff benefits Professional working environment Fluent Cantonese + English required, Mandarin is a BIG advantage The Company Our client is a life insurer. To...

As a Relationship Management Officer at FortuneLink Wealth Management Co Ltd, you will play a crucial role in maintaining and strengthening the company's relationships with its valued clients. This full-time position is based in the vibrant Tsim Sha Tsui area, where you will be responsible for providing exceptional client service and support. What you'll be...

Relationship Manager – Wealth Management To deepen existing client relationships and acquire new clients through own network. To provide clients with critical market dynamics, investment ideas, concepts of asset protection and transition. To match clients’ needs with effective and comprehensive product solutions. To successfully constitute clients’...

A leading financial institution in Hong Kong is seeking a Customer Relationship Manager to join its Relationship Management Team. The role involves managing relationships with Prestige clients and providing tailored financial advice aimed at wealth creation. Candidates should have a university education, strong interpersonal skills, and fluency in Cantonese...

A private investment bank in Hong Kong seeks a Relationship Manager/AVP to support business growth. This role requires 5-7 years of experience in banking as a Relationship Manager or in related industries, along with SFC licenses. The ideal candidate will possess strong communication, networking, and financial service skills. Responsibilities include...

Relationship Manager/ AVP (Private Banking) SOLOWIN HOLDINGS is a holding company incorporated under the laws of the Cayman Islands on July 23, 2021. We conduct our business through our wholly owned subsidiary, Solomon JFZ (Asia) Holdings Limited (“Solomon JFZ” - CE No.: BIF175), is a licensed financial firm regulated by the Securities and Futures...