Wealth Management Product Manager

Relationship Manager, Wealth Management (Welcome TTPS/ IANG) 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 investment strategic to customers Requirements: Current holder of HKSI Paper 1,7,8...

A financial services company in Hong Kong is seeking a Relationship Manager for Wealth Management. The role involves monitoring asset allocations, designing investment strategies, and conducting risk assessments. Candidates must hold HKSI Papers 1, 7, and 8, possess a Bachelor's degree in Finance or a related field, and have at least 3 years of experience....

Provide professional financial services to our clients, including risk management, health protection, retirement planning and wealth accumulation. Managing the total wealth of clients by matching our financial and investment solutions to fulfill their financial needs. Develop corporate solutions and employee benefits plans for corporate clients. Promoting...

A leading financial services provider in Hong Kong is seeking a Relationship Management Officer who will engage clients, provide tailored financial advice, and collaborate with the wealth management team. The role requires at least one year of experience in client-facing positions and relevant qualifications. An analytical mindset and excellent communication...

A financial services firm in Hong Kong is seeking individuals to provide professional financial services, manage client wealth, and develop corporate solutions. The role requires a bachelor's degree and preferably 1 year of experience in customer service or sales. Candidates should have excellent communication skills in English and Chinese, a proactive...

Responsibilities Developing business plans for active acquisition and management of clients in GBA (including HK). Pitching in-house HNW clients for potential sales opportunities with cross‑over investment/insurance products. Focusing on expansion of business in the GBA market and growth of sales channels. Organizing marketing events, seminars and...

As a Relationship Management Officer at FortuneLink Wealth Management Co Ltd, you will play a crucial role in maintaining and strengthening the company's relationships with its valued clients. This full-time position is based in the vibrant Tsim Sha Tsui area, where you will be responsible for providing exceptional client service and support. What you'll be...

A financial institution in Hong Kong is seeking a candidate to build a new wealth management platform, focusing on investor needs from both HK domestic and mainland Chinese clients. The role requires managing comprehensive wealth products, compliance with regulatory requirements, and overseeing product financial performance. Essential qualifications include...

A leading financial institution in Hong Kong is seeking an experienced Digital Product Manager to define and enhance customer journeys across various platforms. The successful candidate will work on both digital and hybrid customer experiences, focusing on wealth management and investment products. Key responsibilities include analyzing customer feedback,...

Overview As the leader in wealth management, IPP is offering innovative and intelligent solutions to thousands of individual and businesses in Singapore, Hong Kong, Malaysia, Indonesia and other high growth cities in Asia. We are one of the largest wealth management firms in Singapore. We established partnerships with a large number of well known insurance...