Analyst / Associate, Clients Relationship Manager, Wealth Management
3 days ago
Direct message the job poster from China Securities (International) Finance Holding Company Limited
Job Responsibilities- Strengthen the relationships with the existing individual/enterprise/professional institution clients by providing comprehensive and professional financial services;
- Support senior sales to bring in new client resources, establish and maintain long-term relationships with new clients;
- Formulate appropriate solutions and provide suitable financial products and services to meet the clients' wealth management needs and risk appetite; Monitor clients' portfolio and provide financial consultancy to clients;
- Perform ad-hoc duties as assigned by supervisor or management.
- Degree holder in Business, Finance or related discipline(s);
- Minimum 1 year of relevant experience in wealth management; previous experience in private banking/wealth management or HNW clients focus is highly preferred;
- Good command of written and spoken English and Chinese (Cantonese and Putonghua bilingual preferred);
- Familiarity with stock markets and financial products;
- Responsible, hardworking, self-motivated, independent, customer-oriented, team player, able to work under pressure and handle multiple tasks;
- SFC license holder (or passing relevant test);
Entry level
Employment TypeFull-time
Job FunctionFinance
IndustriesInvestment Banking
#J-18808-Ljbffr-
Wealth Management Associate
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Links International Full timeAs a Wealth Management Associate at Links International, you will play a key role in supporting our wealth management division in Hong Kong. You will be responsible for assisting senior team members in developing and maintaining client relationships, providing administrative support, and contributing to business growth initiatives.Responsibilities:Assist...
-
Wealth Management Associate
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China International Executive Service Corps Full timeHigh Net Worth Client Engagement This role involves building and maintaining relationships with high net worth banking clients, identifying their wealth management needs, and developing strategies to meet those needs through proactive business development and relationship building.Main Responsibilities:Develop and execute sales plans to promote wealth...
-
Asset Management Specialist
14 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China River Delta Wealth Management Full timeWe are seeking an experienced Financial Fund Analyst to join our team at River Delta Wealth Management. As a Financial Fund Analyst, you will be responsible for participating in fund of funds investments, focusing on fund selection, analysis, and due diligence. You will also prepare detailed fund due diligence reports and manage post-investment relationships...
-
Wealth Relationship Manager
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Swiss Privilege Full timeTo help my clients achieve their financial goalsRole DescriptionThis is a full-time on-site role located in Hong Kong SAR for a Wealth Relationship Manager. This role will be responsible for building and maintaining client relationships, understanding client needs, providing financial advice, and promoting financial products and services.Seniority LevelEntry...
-
Fund of Hedge Funds Analyst
21 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China River Delta Wealth Management Full timeFund of Hedge Funds Analyst - Family Office Analyst A family office and asset management platform that is dedicated to safeguarding our clients' long-term financial futures. We offer a comprehensive range of services, including asset and investment management, succession planning strategies, and wealth structuring, all integrated into a seamless family...
-
Financial Fund Analyst
18 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China River Delta Wealth Management Full timeRiver Delta Wealth Management is a leading family office and asset management platform dedicated to safeguarding our clients' long-term financial futures. We offer a comprehensive range of services, including asset and investment management, succession planning strategies, and wealth structuring, all integrated into a seamless family office and asset...
-
Senior Wealth Management Professional
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank of China Full timeJob DescriptionWe are looking for a Senior Wealth Management Professional to join our team at the Bank of China. In this role, you will be responsible for providing expert advice on wealth management solutions to our clients and developing strategic partnerships with external organizations.Main ResponsibilitiesConduct thorough financial analyses to identify...
-
Client Relationship Management Professional
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeAbout Hang Seng BankHang Seng Bank Limited is a leading bank in Hong Kong with a long history of service excellence. We are committed to delivering exceptional banking services to our customers while providing a dynamic working environment for our employees.Retail Distribution OverviewHang Seng's Retail Distribution business focuses on personal wealth...
-
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeJob Title: AVP/VP, Treasures Private Client Relationship Manager (21000064) Business Function: DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset...
-
VIP Client Services Manager
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China International Executive Service Corps Full timeVIP Client Service Delivery The role of VIP Banking Associate is critical in providing tailored services to high net worth clients. You will be responsible for delivering exceptional customer experiences and driving revenue growth through proactive business development and relationship building.Main Responsibilities:Promote and sell wealth management...
-
Client Relationship Manager
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Ogilvy Full timeOgilvy, a leading global advertising agency network, is seeking an experienced Associate Account Director to join our team.This role is responsible for maintaining client relationships, developing and executing marketing strategies, and overseeing project executions.The ideal candidate will have a deep understanding of the marketing landscape, excellent...
-
Relationship Manager
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China China Securities (International) Finance Holding Company Limited Full timeJob OverviewChina Securities (International) Finance Holding Company Limited is seeking a Relationship Manager to join our team. In this role, you will be responsible for managing relationships with existing clients and identifying new business opportunities.Key Responsibilities:Client Relationship Building: Develop and maintain strong relationships with...
-
Relationship Manager
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeA Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career...
-
Treasures Private Wealth Manager
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeCompany Overview\DBS Bank offers a full-service banking experience for its clients. We provide a range of wealth management products and services to cater to our clients' needs.\Job Description\The Treasures Private Client Relationship Manager is responsible for driving business growth through promoting a full range of wealth management products and services...
-
Wealth Management Manager
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China AIA Hong Kong and Macau Full time2 days ago Be among the first 25 applicantsDirect message the job poster from AIA Hong Kong and MacauAIA Hong Kong and Macau Associate Wealth Management DirectorAre you passionate about financial planning and ready to take your career to the next level?Do you dream of a role where your hard work directly translates into high income, career growth, and...
-
Relationship Manager
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeJob description A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment,...
-
Senior Wealth Management Professional
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Scotiabank Full timeScotiabank is committed to providing our clients with exceptional wealth management services. We're seeking a Senior Wealth Management Professional to join our team in Hong Kong, who will work closely with clients to understand their needs and goals.The ideal candidate will have a strong background in wealth management, with experience in providing tailored...
-
Relationship Manager
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China CMB International Capital Corporation Limited Full timeMain Responsibilities:The role of the Private Wealth Management Relationship Manager (RM) is to understand the client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients' portfolios Acquire High Net-Worth Clients & manage existing relationships. Provide appropriate investment advise...
-
Wealth Manager
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China CICC Full timeJob Description: This position is responsible for developing business relationship with high-net-worth individuals, their families, family offices and corporates. Understands client needs and requirements, identifies investment opportunities and provides financial advice to clients. The job duties associated with this role may be expected to include but not...
-
Wealth Manager
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China St. James's Place – Asia & Middle East Full timeAt St. James's Place, a globally recognised leader in wealth management, we offer you the autonomy to maximize your potential and develop your own client base within our prestigious organisation. Why St. James's Place? Impressive Scale : With £179 billion (circa $226 billion USD) in client funds under management, we set the industry standard for trust and...