Wealth Management Manager
1 week ago
Responsibilities Design financial management strategies tailored to client goals, market trends, and risk profiles. Conduct in-depth analysis of portfolios and market movements to deliver actionable insights. Identify and drive business growth opportunities while enhancing client engagement. Develop financial proposals and reports that turn complex information into clear, persuasive solutions. Build trust and cultivate long‑term partnerships through professional, consultative communication. Commit to continuous learning through structured training in financial products, planning tools, and business growth strategies. Requirements Bachelor’s degree; Master’s degree preferred (final‑year students welcome). Highly proactive, with strong goal orientation and a sense of accountability. Outstanding communication and relationship‑building skills. Team player who thrives in a fast‑paced, growth‑driven environment. Genuine passion for wealth management, financial planning, and business advisory. What We Offer Full‑Time (Join a Diverse, Multi‑Cultural Elite Team with a Flexible Working Style) Exceptional Income Potential through a Unique and Rewarding Compensation Scheme World‑Class Training Programs Delivered by Top Industry Experts Comprehensive Medical Coverage and Insurance Benefits Recognition Awards, Exclusive Privileges , and Incentive Travel Opportunities Transparent Career Progression with a Clear Pathway to Management (Internship Program) – Official Internship Certificate upon Completion Flexible Schedule with Professional, Hands‑On Training Earn Two Official Business Licenses During the Program Opportunity to Receive a Return Offer for a Full‑Time Role About AIA AIA Hong Kong & Macau has always recognized the importance of engaging in people’s lives. We uphold our brand promise of being a real life company to make a positive difference by helping people live longer, healthier, and better lives. We have gained insights from serving our customers over many generations. From product design, front line and support services to talent nurturing, these customer insights have helped us uphold the highest standard across all aspects of our business. AIA’s financial planners serve our customers with utmost sincerity and help them to turn their intangible feeling of love into something real, by protecting their loved ones with an insurance policy. Unlock Job Insights Salary match | Number of applicants | Skills match Your application will include the following questions: Which of the following statements best describes your right to work in Hong Kong? Which of the following languages are you fluent in? If you believe in inspiring a better future, we'd love to hear from you. #J-18808-Ljbffr
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Wealth Management Consultant
2 days ago
WorkFromHome, Hong Kong SAR China Jadeite Family Office Full timeRole Description This full-time hybrid role involves assisting clients with wealth management and financial planning needs. As a Wealth Management Consultant, your responsibilities include developing and executing tailored financial strategies, guiding clients in investments, retirement planning, and holistic wealth preservation. A combination of on-site...
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AI Wealth Manager
1 week ago
WorkFromHome, Hong Kong SAR China Heru AI Full timeEntrepreneur | Family Office Advisor | Impact Community Leader | Soul Business Architect Company Description Heru is Asia's first AI platform that enhances human-to-human selling. We believe AI will augment, not replace, human agents. Our patent‑pending, domain‑specific recommendation engine makes professional, need‑based advice accessible to all...
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Relationship Manager
1 week ago
WorkFromHome, Hong Kong SAR China Wellington Management Full timeOverview Wellington Management is seeking an experienced Relationship Manager to support the relationship management needs of the distribution business in Asia for our Global Wealth team, based either in Hong Kong or Singapore. This individual will work closely with the Business Development Managers on our distribution (sub-advisory and private wealth...
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Graduate Trainee: Wealth Management
5 days ago
WorkFromHome, Hong Kong SAR China Cathy Cheung & Co. Full timeA financial services company in Hong Kong is seeking a motivated individual for a wealth management role. Responsibilities include conducting investment research, designing wealth management plans, and preparing performance reports. Candidates should possess strong analytical and communication skills, with a preferred background in business or economics....
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WorkFromHome, Hong Kong SAR China Manulife Hong Kong and Macau Full time(Banking Experience Welcomed) Financial Planning Manager / Wealth Management Manager / Team Manager 1 day ago Be among the first 25 applicants Direct message the job poster from Manulife Hong Kong and Macau Company Description Manulife has been a trusted financial institution in Hong Kong for over 126 years, serving 2.4 million customers across Hong Kong...
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Relationship Manager – Wealth Management
2 weeks ago
WorkFromHome, Hong Kong SAR China Taishin International Bank Co Ltd Full timeRelationship Manager – Wealth Management To deepen existing client relationships and acquire new clients through own network. To provide clients with critical market dynamics, investment ideas, concepts of asset protection and transition. To match clients’ needs with effective and comprehensive product solutions. To successfully constitute clients’...
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WorkFromHome, Hong Kong SAR China KGI Hong Kong Limited Full timeLead Product Manager, Client Digital Experience (Wealth Management) We are seeking a Lead Product Manager for our Client Mobile App, the hands‑on owner and builder of our flagship digital product within our wealth management transformation. This individual will be the voice of the client and the advisor, responsible for defining, building, and launching...
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WorkFromHome, Hong Kong SAR China Taishin International Bank Co Ltd Full timeA prominent financial institution in Hong Kong is seeking a Relationship Manager in Wealth Management. The successful candidate will deepen client relationships, acquire new clients, and provide valuable market insights. Requirements include a bachelor's degree in banking or finance, over 5 years of relevant experience, and necessary regulatory...
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WorkFromHome, Hong Kong SAR China KGI Hong Kong Limited Full timeA leading financial services firm in Hong Kong is seeking a Lead Product Manager to oversee the development of a mobile app for wealth management. The ideal candidate will have 5–8 years of experience in digital product management and a strong background in wealth management and client-facing applications. This role involves defining product vision,...
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Wealth Management Consultant
2 days ago
WorkFromHome, Hong Kong SAR China Jadeite Family Office Full timeA financial consultancy firm in Hong Kong is seeking a Wealth Management Consultant to assist clients with wealth management and financial planning. This full-time hybrid role involves developing tailored financial strategies and guiding clients in investments and retirement planning. The ideal candidate will possess excellent communication and interpersonal...
