Team Head, Wealth Management
4 days ago
Be among the first 25 applicants (2 days ago). Responsibilities Manage and coach a team of Personal Financial Consultant and Premier Relationship Managers Formulate business strategies to meet the Team Key Performance Indicators Identify sales opportunities to acquire new Premier customers, grow deposits, investment revenues, insurance revenues and related financial KPI Lead the Team to provide quality customer service and customer enquiries handling Ensure adherence to credit, operational, account opening, and sales activities are in compliance with regulatory and control requirements of the Bank at all times Have strong sales discipline and provide support to the BM in business growth Qualifications Min 10 years of banking experience, of which 2 years in supervisory role, in selling various retail banking products particularly in investment and insurance products. Preferably university degree graduate in Business, Finance, Accounting, or related disciplines Pass HKSI and IIQE licensing requirements Proficient in English, Cantonese and Mandarin. Good PC skills. Good data analysis skills Ability to work under pressure and with strategic mind set Possess qualifications of ECF-RWM would be an advantage Seniority level Mid-Senior level Employment type Full-time Job function Business Development, Management, and Strategy/Planning Banking Referrals increase your chances of interviewing at OCBC by 2x. Get notified about new Head of Wealth Management jobs in Hong Kong, Hong Kong SAR . #J-18808-Ljbffr
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Private Wealth Manager
4 days ago
Hong Kong Island, Hong Kong SAR China ARK Wealth Management-NOAH Full timeAbout Ark Wealth Management & Noah Holdings We specialize in offering bespoke financial solutions and wealth management services to high-net-worth individuals and families across the globe. As part of Noah Holdings, a leading wealth and asset management platform, we bring unparalleled expertise and resources to meet the complex needs of our clients. With a...
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Private Wealth Management VP/SVP
6 days ago
Hong Kong Island, Hong Kong SAR China ARK Wealth Management-NOAH Full timeDirect message the job poster from ARK Wealth Management-NOAH Responsibilities Acquire full range of product knowledge and continuous updates Keep learning of global investment market, especially private banking sector Analyze high-net-worth client’s financial needs, explore and maintain good relationships with them Handle client’s relationship from...
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Head of Commercialization
2 weeks ago
Hong Kong Island, Hong Kong SAR China HSBC Full timeHead of Commercialization & Wealth Lending HSBC Central & Western District, Hong Kong SAR We are currently seeking a high‑calibre professional to join our team as a Head of Commercialization & Wealth Lending. Key Responsibilities Report to Head of Wealth and Premier Solutions, Hong Kong and responsible for the end‑to‑end leadership of wealth...
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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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Team Head, Wealth Management
4 days ago
Hong Kong Island, Hong Kong SAR China OCBC Bank (Hong Kong) Limited Full timeTeam Head, Wealth Management (Branch Sales Lead) Manage and coach a team of Personal Financial Consultant and Premier Relationship Managers Formulate business strategies to meet the Team Key Performance Indicators Identify sales opportunities to acquire new Premier customers, grow deposits, investment revenues, insurance revenues and related financial KPI...
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Associate, Wealth Management Solutions, APAC
2 weeks ago
hong kong, Hong Kong SAR China Ares Management Full timeAssociate, Wealth Management Solutions, APAC Join to apply for the Associate, Wealth Management Solutions, APAC role at Ares Management . Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our...
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Wealth Management Team Lead — Branch Sales
4 days ago
Hong Kong Island, Hong Kong SAR China OCBC Bank (Hong Kong) Limited Full timeA leading financial institution in Hong Kong is seeking a Team Head for Wealth Management to lead a team of Personal Financial Consultants and Premier Relationship Managers. The role involves managing sales strategies, ensuring compliance, and delivering exceptional customer service. Ideal candidates will have a minimum of 10 years in banking, with a focus...
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Hong Kong Island, Hong Kong SAR China ARK Wealth Management-NOAH Full timeA financial solutions firm in Hong Kong is seeking an experienced Private Wealth Manager to manage high-net-worth clients. The ideal candidate will leverage a successful client book, develop personalized financial strategies, and provide extensive investment guidance. Strong understanding of the cultural preferences of Chinese high-net-worth individuals and...
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Team Head, Mortgage Services
1 week ago
hong kong, Hong Kong SAR China Bank of Communications Co.,Ltd. Full timeJoin to apply for the Team Head, Mortgage Services role at Bank of Communications Co.,Ltd. Continue with Google Continue with Google 4 months ago Be among the first 25 applicants Join to apply for the Team Head, Mortgage Services role at Bank of Communications Co.,Ltd. Proactive, Dedicated and InnovativeBank of Communications (Hong Kong) Limited (“Bank of...
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Senior Private Wealth Advisor
6 days ago
Hong Kong Island, Hong Kong SAR China ARK Wealth Management-NOAH Full timeA prominent wealth management firm in Hong Kong is seeking a Mid-Senior level professional to provide tailored solutions for high-net-worth clients. The ideal candidate will have at least 5 years of banking experience in the private banking or wealth management sector. Responsibilities include analyzing clients' financial needs and maintaining strong...