Wealth Management Sales
4 days ago
We are currently partnering with multiple top-tier wealth management platforms in Hong Kong to hire experienced Wealth Management Sales serving high-net-worth individuals and corporate clients. Our client network includes leading financial institutions with diversified businesses across wealth management, asset management, and investment advisory. Key Responsibilities Work closely with front-line relationship managers and entrepreneur clients to understand their investment goals, risk appetite, and financial needs. Communicate client requirements to the strategy research and product management teams, and provide feedback or suggestions for new product design. Leverage internal research and product resources to deliver family wealth review and asset allocation advisory services to HNW and corporate clients. Build strong familiarity with the company’s financial product offerings, and recommend suitable investment solutions based on client profiles and preferences. Support account opening and subscription processes, and assist clients with fund subscription, redemption, and transfer transactions. Provide timely responses to client inquiries and maintain long-term client relationships through professional advisory and high service standards. Qualifications Degree or above in Finance, Economics, or related discipline 2–8 years of experience in banking or asset/wealth management, with solid exposure to multi-asset and fund products. Strong understanding of macroeconomics, financial markets, and various investment strategies. Excellent communication and interpersonal skills, with a client-oriented mindset and the ability to work under pressure. Outgoing personality, able to engage effectively with high-net-worth and entrepreneur clients. #J-18808-Ljbffr
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(Senior) Relationship Manager
4 days ago
Hong Kong Island, Hong Kong SAR China Delta Asia Wealth Management Limited Full time(Senior) Relationship Manager - Wealth Management At Delta Asia Financial Group, we foster a supportive and empowering environment that enables our employees to shape rewarding career journeys. We are committed to your professional growth and development, and to creating a workplace culture that values collaboration, innovation, and excellence....
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Wealth Management Operation Officer
4 days ago
Hong Kong Island, Hong Kong SAR China Blackhorn Wealth Management Limited Full timeBlackhorn Wealth Management is an independent asset management firm based in Hong Kong with SFC Type 4 & Type 9 licenses. Our team draws on decades of experience in private wealth and institutional investing to provide best‑class wealth solutions for our clients and their families. Our mission is simple: we provide clients with informed investment...
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Wealth Management Operations Specialist
4 days ago
Hong Kong Island, Hong Kong SAR China Blackhorn Wealth Management Limited Full timeA leading asset management firm in Hong Kong is looking for a Wealth Management Operation Officer. This role focuses on supporting the Wealth Management business by handling operations and service requests. The ideal candidate will have a degree in a related field, strong proficiency in English and Chinese, as well as excellent interpersonal skills. A...
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Hong Kong Island, Hong Kong SAR China ARK Wealth Management-NOAH Full timeA leading wealth management firm in Hong Kong is seeking a mid-senior level Relationship Manager specializing in Chinese high-net-worth clients. The role involves managing client portfolios, providing investment advisory services, and ensuring compliance. Ideal candidates will have extensive experience in wealth management, fluency in Mandarin, and a proven...
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Sales Executive
2 weeks ago
hong kong, Hong Kong SAR China ZIPP Wealth Management Limited Full time2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. ZIPP is a well-funded venture by Zurich Insurance (Hong Kong) and IPP International Wealth Management Limited. ZIPP’s mission is to digitally transform its over 40+ year’s successful model and traditional wealth management industry through digital...
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Hong Kong Island, Hong Kong SAR China Delta Asia Wealth Management Limited Full timeA leading financial services provider in Hong Kong seeks a (Senior) Relationship Manager for Wealth Management. The role includes providing tailored wealth management solutions, managing client portfolios, and identifying growth opportunities. Candidates should possess a degree in a business-related field and have at least 2 years of experience in the...
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Vice President, Asset Management
4 days ago
hong kong, Hong Kong SAR China Brookfield Asset Management Full timeJob Description About the role We are seeking a Vice President to join the Brookfield Hong Kong office. Brookfield is seeking an experienced relationship manager to drive wealth management sales across Greater China (Hong Kong, Taiwan Mainland China). The role will be primarily focussed on both building new relationships and deepening penetrations with...
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VP, Private Wealth Fundraising
4 days ago
hong kong, Hong Kong SAR China Brookfield Asset Management Full timeA leading asset management firm is seeking a Vice President in Hong Kong to drive wealth management sales across Greater China. The successful candidate will develop relationships with private banks and wealth managers, enhance fund-raising activities, and manage the entire sales lifecycle. Candidates should have a strong track record in relationship...
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hong kong, Hong Kong SAR China Channel 8 Wealth Management Limited Full timeA financial services company in Hong Kong is seeking a motivated individual to conduct financial needs analysis and provide tailored wealth management proposals to clients. The ideal candidate will have a diploma or degree, preferably in finance or related fields, and a basic understanding of financial markets. Proficiency in English and Chinese, including...
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Wealth Management Manager
4 days ago
Hong Kong Island, Hong Kong SAR China Wrise Financial Management Services Limited Full timeWhy Join Us? – Your Career Launchpad: 5 day work + Competitive Pay With Monthly Incentive + Year End Bonus + Company Trips Accelerated Growth: A structured, level-by-stage training curriculum covering technical knowledge, sales mastery, and personal development. Path to Leadership: A clear and rapid promotion path to managerial positions based on...