Wealth Management Specialist
2 days ago
Add expected salary to your profile for insights Centaline Group was originally established in 1978 as Centaline Property Agency Limited. Over the years, it has evolved into a widely recognized brand, offering a diverse range of professional services. In addition to property agency services, the Group’s business scope now extends to wealth management, investment advisory, surveying, property valuation, tenancy management, mortgage referral, investment immigration services, and more. Centaline Financial Group is recognized as one of Hong Kong’s leading one-stop financial service platforms. Collaborating closely with top-tier product providers in the industry and leveraging strong synergies within the Centaline Group’s subsidiaries, we are well-positioned to offer a comprehensive suite of financial products and services tailored to a variety of customer needs. As a proud member of the Centaline Financial Group, Centaline Financial Services Limited is currently inviting high-caliber professionals to join our team. Responsibilities Conduct KYC (know your client) and KYP (know your product) process in routine work Conduct financial planning process for private wealth individuals and institutional groups Handle existing customer enquiries and cross-sell extensive ranges of services from our Centaline Group Answer walk-in enquiries and handle with the leads distributed by team head Assist in the long term CRM in compliance with company’s internal policies and all applicable regulatory requirements Qualifications Form 5 or DSE Graduates Two-year of banking and financial experiences is preferred Eager to learn and work under pressure Willing to be a team player Be positive and open-mind for industry challenges Capable to work effectively Passed the Insurance Intermediaries Qualifying Examinations (IIQE) Paper 1, 2, 3, 4, 5 an advantage Passed the Licensing Examination (LE) Paper 1, 7, 8 an advantage Passed the Estate Agent Authority (EAA) Examination an advantage Certified Financial Planner (CFP) an advantage Chartered Financial Analyst (CFA) an advantage Qualified Retirement Advisers (QRA) an advantage Work Schedule 5 days working (9:30 A.M. - 6:00 P.M.) Benefits Quarterly Top Performance Bonus Application Questions How many years' experience do you have in the financial services industry? What's your expected monthly basic salary? Which of the following statements best describes your right to work in Hong Kong? How many years' experience do you have as a Wealth Management Specialist? How many years' experience do you have in a wealth management? If you're looking for an opportunity to be part of us, simply APPLY NOW for an interview with your resume or CV to us. (Data collected will be kept strictly confidential and used for recruitment purpose only) Centaline Wealth Management Limited (CWML) Centaline Wealth Management Limited is a member of Centaline Group, aiming at providing investors with comprehensive wealth management services including asset protection, financial planning, life insurance, general insurance and other services. #J-18808-Ljbffr
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Wealth Management Manager
4 days ago
Kowloon, Hong Kong SAR China Channel 8 Wealth Management Limited Full timeConduct financial needs analysis and risk tolerance assessment for potential and existing clients Prepare wealth management proposals tailored towards clients' needs Provide wealth management and investment advice to clients Advise clients on selection of MPF schemes and underlying investment choices Engage in networking and marketing activities to expand...
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Wealth Management Trainee: Digital Skills
4 days ago
Kowloon, Hong Kong SAR China ZIPP Wealth Management Ltd Full timeA dynamic wealth management platform in Hong Kong is looking for a Wealth Management Associate. This role connects clients with financial solutions, ensuring personalized service through comprehensive training. Ideal candidates are fresh graduates with strong digital enthusiasm, communication skills, and a drive for excellence. The position offers...
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Kowloon, Hong Kong SAR China ZIPP Wealth Management Ltd Full timeA dynamic wealth management firm in Hong Kong is seeking a Wealth Management Associate to act as the liaison between clients and the team. This role requires strong communication and interpersonal skills, proficiency in English and Chinese, and a passion for digital innovation. Fresh graduates are encouraged to apply. The firm offers a competitive salary...
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Relationship Manager, Wealth Management
4 days ago
Kowloon, Hong Kong SAR China Maxwell Wealth Management Full timeRelationship Manager, Wealth Management (Welcome China RM/ Visa Sponsored) Add expected salary to your profile for insights Responsibilities 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...
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Kowloon, Hong Kong SAR China ONE WEALTH MANAGEMENT Full timeA leading wealth management firm in Hong Kong is seeking candidates to provide comprehensive financial advice to high-net-worth individuals and corporate clients. The role involves designing customized financial plans, developing a client network, and leading a team. Applicants should have a university degree, excellent communication skills in English and...
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Wealth RM
4 days ago
Kowloon, Hong Kong SAR China Maxwell Wealth Management Full timeA financial services company in Hong Kong is seeking a Relationship Manager for Wealth Management. The role involves monitoring and adjusting investment strategies, conducting risk assessments, and communicating strategies to clients. Ideal candidates hold HKSI Paper 1, 7, and 8, have a Bachelor’s degree in a relevant field, and possess 3 years of...
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Strategic Wealth Management Advisor
4 days ago
Kowloon, Hong Kong SAR China Channel 8 Wealth Management Limited Full timeA leading wealth management firm in Hong Kong is seeking motivated individuals to conduct financial needs analysis and provide tailored investment advice. The role involves engaging with clients, preparing proposals, and ensuring consistent after-sale service. Candidates should hold a diploma or degree in finance, economics, or business administration, and...
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Digital Wealth Sales Executive
4 days ago
Kowloon, Hong Kong SAR China ZIPP Wealth Management Limited Full timeA financial services firm in Hong Kong is seeking a Sales Executive to enhance client relationships through digital innovation. The role involves supporting onboarding processes, preparing investment proposals, and collaborating with marketing to improve customer experiences. Ideal candidates should have 1-5 years of experience in wealth management or client...
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Wealth Management Manager/Trainee
4 days ago
Kowloon, Hong Kong SAR China Maxwell Wealth Management Full timeProvide 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...
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Kowloon, Hong Kong SAR China ONE WEALTH MANAGEMENT Full timeJob 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.
