Wealth Management Client Experience Manager

Blackhorn 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...

(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....

A 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...

A 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...

A global wealth management firm in Hong Kong is seeking a motivated individual for a client-focused role. You will deliver exceptional client experiences, support trade executions, and engage in account maintenance. Candidates should have 3-10 years of banking experience, preferably in wealth management, complemented by strong investment product knowledge....

A 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...

Overview Vice President, Product Management & Client Services, Wealth Management Solutions, APAC. This position will be a key member of Ares Wealth Management Solutions (AWMS) supporting product management and client servicing functions in Asia. The role will work directly with senior management across the Asia Wealth Management Solutions team on a variety...

A prominent bank in Hong Kong is seeking a Wealth Coach to enhance the wealth management capabilities of its retail distribution team. Responsibilities include coaching Relationship Managers (RMs) to meet performance KPIs, developing personalized wealth strategies, and improving client engagement. The ideal candidate will have a degree in Business...

A financial services firm in Hong Kong is seeking a Business Development Executive to provide professional financial services. This role involves managing client wealth, engaging with customers about their investment needs, and building long-term relationships. Ideal candidates should have a bachelor's degree, around a year of relevant experience, and must...

Wealth Management - Client Onboarding Specialist Wealth Management - Client Onboarding Specialist Get AI-powered advice on this job and more exclusive features. 1. Monitor the entire client onboarding procedure with good awareness of the KYC, legal, credit and compliance requirements, validate account opening work flow and ensure quality of the process is...