Wealth Operations Specialist

A financial services company in Hong Kong is seeking an entry-level operations specialist for their wealth management team. Key responsibilities include handling daily operations, communicating with clients and financial institutions, and maintaining internal control procedures. Candidates should possess a bachelor's degree, strong attention to detail, and...

A leading wealth management firm in Hong Kong is seeking an Operations Specialist. This role supports operational processes across finance, compliance, and HR, ensuring smooth operations while maintaining regulatory compliance. Ideal candidates will hold a relevant degree and have 2-3 years of experience in operations or accounting, with strong...

Wealth Management - Client Onboarding Specialist Wealth Management - Client Onboarding Specialist Get AI-powered advice on this job and more exclusive features. 1. Monitor the entire client onboarding procedure with good awareness of the KYC, legal, credit and compliance requirements, validate account opening work flow and ensure quality of the process is...

Responsibilities Study & process corporate actions and monitor the lifecycle of events within pre-defined cutoff time and timely escalation for irregular cases detected Execute & support of (1) the full settlement cycle of private banking products (e.g. equities, bonds, investment funds, structured products and derivatives); (2) deposit and remittance...

A leading banking institution in Hong Kong is looking for a Wealth Insurance solutions support (WISS) specialist. This role involves supporting Wealth Insurance Specialists in delivering exceptional service to high-net-worth clients. Key responsibilities include preparing Insurance Policy Reviews, liaising with stakeholders, and generating reports. Ideal...

A leading financial services organization in Hong Kong seeks a candidate for its Wealth Solutions Operations. This role involves product setup, transaction maintenance, and operational support for equity and mutual funds. Ideal candidates should be fluent in English and Putonghua, possess strong analytical skills, and have experience in financial services....

We are seeking a highly motivated Operations Specialist to join our team in Central, Hong Kong. Reporting directly to the COO, this role is critical in ensuring smooth operational processes across finance, compliance, and human resources. The successful candidate will play a key role in supporting the firm’s investment activities in both Web3 and...

A well-established insurance brokerage firm in Hong Kong is seeking an Insurance Specialist to drive sales and provide top-notch service to high-net-worth clients. The ideal candidate should have at least 2 years of experience in wealth management or insurance and possess strong interpersonal skills. They will identify business opportunities, assist clients...

Operations Specialist - Private Wealth Management This role involves performance tracking, verification, and reconciliation for the sales team, maintaining the client database, and preparing management reports. Responsibilities Conduct performance tracking, verification, and reconciliation for the sales team, ensuring data accuracy. Maintain and update...

Product Specialist, Product & Investment Solutions, Wealth Management Join to apply for the Product Specialist, Product & Investment Solutions, Wealth Management role at CLSA We are seeking an experienced Wealth Planning Specialist (Trust and Insurance focus) to enhance our product distribution business and drive the growth of our regular product program to...