Cross-border Wealth Manager

A leading commercial bank in Hong Kong is seeking a Senior/Relationship Manager, Cross Border, to enhance relationships within the high net worth market. The ideal candidate will have at least 5 years of sales experience in consumer banking along with qualifications in IIQE/HKSI. Fluency in English, Cantonese, and Putonghua is essential. Responsibilities...

A leading financial technology firm in Hong Kong seeks a member of the Wealth Management Product team. The role involves product feature development, daily operations management, and supporting cross-border business initiatives. Candidates with a Bachelor's degree in relevant fields and logical thinking skills will thrive here. Fluency in both English and...

A business consulting and services firm in Hong Kong is seeking a Director to oversee finance and sales functions, focusing on business growth in the Greater China region. The role involves aligning strategies with regulatory compliance while communicating effectively with stakeholders. Ideal candidates should have a strong background in cross-border wealth...

A financial consulting firm in Hong Kong is seeking a candidate to manage and develop wealth management individual clients' portfolios. The role includes providing market updates, cross-selling services, and coordinating business development projects. Candidates should have at least 3 years of experience in the financial industry, with a good understanding...

A premier wealth management firm in Hong Kong is seeking experienced Relationship Managers with a portable client book. The role focuses on acquiring high-net-worth clients, providing tailored wealth advisory services, and ensuring compliance with regulations. Candidates must hold active SFC licenses and have a track record of client acquisition in wealth...

Cross Border Business Strategy Manager (Bank) Develop cross border business strategy and business plan Sound in conducting business insights and good presentation Occasional travel to mainland required About the company Our client is a well-established retail banking group in Hong Kong. Due to the recent expansion, they are looking for high calibre for a...

Job Duties Possess team management experience and lead the team to achieve sales targets. Responsible for the company’s overall sales operations, covering businesses related to Type 1, 6, and 9 licenses; proactively develop institutional clients, explore project opportunities, deepen institutional cooperation channels, and expand cross‑border financial...

Senior/ Relationship Manager, Cross Border (CB) Add expected salary to your profile for insights Responsibilities Actively solicit new business and deepen existing and new relationships within the high net worth market segment Promote full range of banking and wealth management products and services Perform other service-related duties assigned by the Branch...

Manage and develop wealth management individual clients' portfolio Cross-selling and prospecting of business for wealth management's individual clients. Provide updated market information to clients Co-ordinate the business development or promotional projects as assigned. Requirements: At least 3 years' working experience in financial industry. Experience in...

A leading retail banking group in Hong Kong is looking for a knowledgeable Cross Border Business Strategy Manager to develop and implement strategies for cross border business. The successful candidate will analyze sales, create business plans, and lead projects aimed at operational efficiency. An ideal applicant has 4-5 years of experience in retail banking...