Wealth Portfolio Manager — Client‑Focused Investing

A leading global banking institution based in Hong Kong is looking for an Investment Specialist to provide personalized investment portfolio advice to clients. The ideal candidate will have a strong background in finance with at least five years of relevant experience, including wealth management or portfolio counseling. Fluency in English, Cantonese, and...

A financial services company in Hong Kong is seeking a Relationship Manager for Wealth Management. The role involves monitoring and adjusting investment strategies, conducting risk assessments, and communicating strategies to clients. Ideal candidates hold HKSI Paper 1, 7, and 8, have a Bachelor’s degree in a relevant field, and possess 3 years of...

Conduct financial needs analysis and risk tolerance assessment for potential and existing clients Prepare wealth management proposals tailored towards clients' needs Provide wealth management and investment advice to clients Advise clients on selection of MPF schemes and underlying investment choices Engage in networking and marketing activities to expand...

About the role Additional Portfolio Management Limited is seeking Family Office Manager to join our team in Kwun Tong, Kwun Tong District. This full-time role will be responsible for managing the comprehensive financial needs of high-net-worth individuals and families. What you'll be doing Providing strategic financial planning and investment management...

About the role This full-time Profolio Manager role at Additional Portfolio Management Limited presents an exciting opportunity to join a leading financial services firm. Based in Kwun Tong, you will play a key strategic role in managing investment portfolios and advising clients on financial planning. As an experienced professional in the banking and...

A leading financial institution in Hong Kong is seeking an Executive Investment Consultant to join its Wealth Sales Distribution team. The role involves conducting portfolio analyses, leveraging wealth management solutions for high-net-worth customers, and collaborating with sales teams to meet targets. Ideal candidates should have a university degree in...

Assistant Portfolio Manager – Family Office (Mainland China Focus) Job Summary We are looking for a client-focused Assistant Portfolio Manager to join our dynamic Family Office team. In this role, you will directly engage with High Net Worth (HNW) clients, managing their investment portfolios and ensuring their financial goals are met. Key Responsibilities...

Relationship Manager, Wealth Management (Welcome China RM/ Visa Sponsored) Add expected salary to your profile for insights Responsibilities 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...

A financial services firm in Hong Kong is seeking a Family Office Manager to manage the financial needs of high-net-worth individuals. The role involves strategic financial planning, investment management, and oversight of client portfolios. Ideal candidates will have strong analytical skills, excellent communication abilities, and comprehensive knowledge of...

You’ll achieve more at HSBC. HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within and inclusive and diverse environment. Personal data held by the Bank relating to...