Senior Wealth Ops

A leading bank in Hong Kong is looking for an experienced AVP/Senior Associate/Associate for its Wealth Management Operations team. This role involves providing exceptional client service, managing onboarding processes, and ensuring compliance with regulatory standards. Candidates should have over 10 years of experience in wealth management, a solid...

A leading banking institution in Hong Kong is seeking an AVP/Senior Associate/Associate for Corporate Actions within Wealth Management Operations. The role entails supporting processing and reporting, ensuring compliance, and enhancing team efficiency. The ideal candidate should possess a degree in Banking and Finance, with at least 8 years of experience in...

Provide comprehensive training to become a professional financial planner. Benefits Unlimited Income: Monthly allowance, High commission, Unique monthly bonus, Year-end bonus, Mortgage subsidy Fast-track Promotion Program to Management Level Free overseas travel Work-life balance opportunity We are looking for: Associate degree / higher diploma holder or...

A leading global bank seeks a Senior Wealth Investment Sales Manager in Hong Kong. The role involves supporting sales, analyzing complex data, and developing wealth management strategies. Candidates should have a degree in economics, finance, or business and deep knowledge of financial products. Strong analytical skills, client management abilities, and a...

A financial services provider in Hong Kong is seeking a Senior Product Manager for Wealth Management to oversee product financial performance and develop business strategies. You will lead the development of a new wealth management platform and ensure compliance with regulatory requirements. The ideal candidate has over 8 years of experience in product...

A leading financial institution in Hong Kong is seeking an experienced Associate/Analyst for its Wealth Management Operations team. The role involves processing structured investment products, ensuring operational efficiency, and collaborating with various stakeholders. Ideal candidates should have a university degree and at least three years of experience...

A global banking institution in Hong Kong is seeking an Associate for their Structured Products & Bonds in Wealth Management Operations. The successful candidate will support back-office processing, monitor operations, and ensure quality services. Ideal applicants will have at least 3 years of banking operations experience, strong interpersonal and...

A financial institution in Hong Kong is seeking an Associate/Analyst for their Account Opening team within Wealth Management Operations. The role involves supporting daily client onboarding processes, ensuring data accuracy, and maintaining compliance with regulatory standards. The ideal candidate has at least 3 years of experience in the Banking & Finance...

A leading financial institution in Hong Kong is seeking an experienced Analyst to join the Operations Control and Reporting team for Wealth Management Operations. You will play a key role in preparing regulatory reports, ensuring data accuracy, and overseeing reconciliations. The ideal candidate has over 5 years of experience in securities settlement and...

Job Descriptions Provide comprehensive wealth management advice to High-Net-Worth individuals and corporate clients. 為高淨值個人和企業客戶提供全面的財富管理建議。 Design tailor‑made financial plans for individuals, build portfolios while maximizing their interests through a range of investment vehicles.