Chief Wealth

A financial services firm in Hong Kong seeks a relationship manager to expand its high-net worth client base. The successful candidate will promote a diverse range of stock investment and wealth management products, fostering long-term client relationships while meeting financial goals. Candidates should have a Bachelor’s degree in a relevant field, SFC...

Lead settlement operations ensuring timely and accurate completion across equities / derivatives / OTC products in local and global markets (e.g. US Markets). Oversee fails management, reconciliation, CCASS/DCASS operation, and Client Connect/ FINI processes. Develop and enforce strong risk and control frameworks to minimize settlement risk. Coordinate with...

A leading financial institution in Hong Kong is looking for an Indian Wealth Relationship Manager. The role involves acquiring high net-worth customers, identifying their needs, and providing tailored banking and wealth management solutions. Candidates should have at least 3 years of sales experience in investment and insurance products, along with a...

Job Description - Indian Wealth Relationship Manager, Treasures & Distribution DS) Job Description Indian Wealth Relationship Manager, Treasures & Distribution - ( DS ) Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer...

A leading bank in Asia is seeking an Associate to AVP, Treasures Relationship Manager. The successful candidate will promote financial planning and wealth management products while acquiring and servicing affluent clients. Responsibilities include identifying customer needs, maintaining strong relationships, and achieving business targets. Ideal candidates...

A leading consultancy firm in Hong Kong is seeking a Director for their wealth management division. The ideal candidate will have over 10 years of experience, with at least 5 years in leadership roles. Key responsibilities include managing investment strategies, expanding the client base, and leading the sales team. Fluency in English, Putonghua, and...

A leading Asian bank in Hong Kong is seeking a Customer Service Manager for its Consumer Banking & Wealth Management Group. The ideal candidate will oversee branch operations, ensure compliance with policies, and provide a superior customer experience. Applicants should have a degree in Business or Finance, at least 5 years of relevant consumer banking...

Deputy Chief Business Analyst (Banking system) Founded in 1908, Bank of Communications Co., Ltd. (Stock Code: 3328) is one of the oldest banks in China, and also acted as one of the country’s banknote-issuing institutions. The bank was listed on the Stock Exchange of Hong Kong Limited and the Shanghai Stock Exchange in June 2005 and May 2007 respectively....

Assist in formulating and updating the company's KYC/AML policies, internal control processes, and operation manuals Lead the full-process KYC/CDD/EDD reviews for high-risk clients (such as politically exposed persons and institutional-level cryptocurrency traders) Utilize third-party verification tools (such as World-Check, Sumsub, and Dow Jones) to conduct...

A financial institution in Hong Kong seeks a Team Lead for their Wealth Management Credit Monitoring division. The successful candidate will supervise a team of credit analysts, implementing robust monitoring procedures while driving improvements in process efficiency. With a minimum of 10 years in credit control, strong people management, and analytical...