Senior Private Wealth
4 days ago
Retail Banking Senior Relationship Manager/Private Banking Relationship Manager Senior Relationship Manager (Retail banking) Responsibilities Provide investment and insurance services to high net worth clients in branch Maintain close relationships with clients Cooperate with specialist to give advice to clients Meet the compliance requirement Requirements Degree or above with major in Business Administration, Finance, or related disciplines At least 3 years Retail banking I & i Sales experience IIQE 1,2,3 and HKSI 1,7,8 qualification Good command in both Cantonese and English; Fluency in Mandarin is preferred Candidate with less experience will be considered as Relationship Manager Private Banking Relationship Manager Responsibilities Provide excellent service to ultra-high net worth clients Perform and execute a broad range of Wealth Management Products & Services for Private Banking clients Handle and resolve day‑to‑day queries from clients, operations, systems, account re‑balancing processes, etc. Requirements Degree or above with major in Business Administration, Finance, or related disciplines Minimum 5 years of relevant experience in retail banking or related experience in investment and insurance selling Business plan (List of Potential Customers can bring forward) is required #J-18808-Ljbffr
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Account Executive, Art
2 days ago
hong kong, Hong Kong SAR China Howden Private Wealth Full timeWith over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally. We have representatives across Hong Kong,...
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Estate Planning Consultant
4 days ago
Hong Kong Island, Hong Kong SAR China Howden Private Wealth Full timeWith over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally. We have representatives across Hong Kong,...
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Head of Sales, Private Banking
4 days ago
Hong Kong Island, Hong Kong SAR China Private Banking Full timeResponsibilities Develop and implement sales strategies to achieve business objectives and enhance Private Banking business growth Lead and manage a group of Relationship Managers (RM) to achieve assigned KPIs and AUM revenue and to build and maintain clients’ portfolios Supervise and develop a team of Assistant Relationship Managers (ARM) to support...
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Client Relationship Manager
1 week ago
hong kong, Hong Kong SAR China Howden Private Wealth Full timeAbout Us With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally. We have representatives across Hong Kong,...
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Elite Estate
4 days ago
Hong Kong Island, Hong Kong SAR China Howden Private Wealth Full timeA leading financial services firm located in Hong Kong is seeking an experienced professional to develop relationships and manage prospective client situations in the wealth planning and life insurance space. The ideal candidate will hold a Bachelor's degree, possess 8 to 12 years of relevant experience, and demonstrate strong analytical and communication...
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Private Wealth Director
2 weeks ago
hong kong, Hong Kong SAR China Tangspac International Full timeJoin to apply for the Private Wealth Director role at Tangspac International Tangspac International is a leading recruitment and executive search firm specializing in the financial services and technology sectors. The company has a strong presence in Asia and is committed to connecting top talent with premier organizations. Expertise spans banking,...
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Consultant - Solomon Private Wealth Limited
2 weeks ago
Hong Kong, Hong Kong SAR China Solomon Private Wealth Limited Full timeKey Responsibilities: Develop and maintain relationships with clients, including individual investors and institutional clients. Promote and sell our fund products, providing clients with tailored investment solutions. Conduct market research to identify new sales opportunities. Collaborate with the marketing team to create promotional materials and...
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Senior Private Wealth Investment Advisor
4 days ago
Hong Kong Island, Hong Kong SAR China Randstad Hong Kong Limited Full timeA leading regional securities and asset management firm is seeking a Senior Investment Counsellor for their Private Wealth Management division in Hong Kong. The role focuses on providing sophisticated investment advice, formulating bespoke strategies, and collaborating with relationship managers to serve a discerning client base. Ideal candidates will have...
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Private Wealth Management Director
4 days ago
Hong Kong Island, Hong Kong SAR China Gemini Personnel Group Limited Full timeOur client, a leading Chinese investment bank and financial services provider, is now looking for a driven private wealth management director to lead and manage a sales team for business expansion. Responsibilities: Formulating and implementing the business plan of the private wealth management team according to the overall development strategy of the...
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Senior Private Wealth Relationship Manager
4 days ago
Hong Kong Island, Hong Kong SAR China Ping An Bank Company Ltd. Full timeA leading financial institution located in Hong Kong is looking for a Relationship Manager in Private Wealth Management. The ideal candidate will have 5-8 years of sales experience in wealth products and hold relevant licenses. Responsibilities include promoting a full range of wealth management products to high-net-worth clients and providing tailored...