Assistant Portfolio Manager – Family Office
5 days ago
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 Client Engagement: Develop and maintain strong relationships with clients, actively understanding their financial goals, risk tolerance, and investment preferences. Client Acquisition: Proactively approach potential clients to present tailored investment solutions that align with their needs. Portfolio Management: Oversee and manage investment portfolios, ensuring proper diversification tailored to individual client needs. Client Updates: Regularly communicate portfolio performance and strategic adjustments, ensuring clients are informed and engaged. Qualifications & Experience Degree in Finance, Business, Economics, or related fields. Experience in wealth management, private banking, or asset management is a plus, but not mandatory. Strong enthusiasm for learning about investment strategies and portfolio management. Excellent interpersonal and communication skills, with fluency in Cantonese and Mandarin. Self-motivated, detail-oriented, and eager to develop a career in wealth management. Application Questions How many years' experience do you have in the financial services industry? How many years' experience do you have in wealth management? Which of the following statements best describes your right to work in Hong Kong? What's your expected monthly basic salary? How many years' experience do you have as an Assistant Portfolio Manager? #J-18808-Ljbffr
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Family Office Manager
5 days ago
Kowloon, Hong Kong SAR China Additional Portfolio Management Limited Full timeAbout 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...
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Senior Family Office Wealth Manager
5 days ago
Kowloon, Hong Kong SAR China Additional Portfolio Management Limited Full timeA 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...
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Leasing Manager/Assistant Leasing Manager
5 days ago
Kowloon, Hong Kong SAR China Trinity Search Limited Full timeLeasing Manager/Assistant Leasing Manager - Commercial Portfolio (Family Office) Our client is a reputable Family Office with a portfolio of commercial, retail and industrial assets within Hong Kong. With their increasingly expanding operations, they are currently seeking an experienced Leasing Manager/Assistant Leasing Manager to join the team and play a...
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Investment Counselor – Family Office
5 days ago
Kowloon, Hong Kong SAR China Trinity Search Limited Full timeA prestigious financial institution in Hong Kong is seeking an Investment Counselor for their multi-family office department. This role involves collaborating with Relationship Managers, delivering professional investment planning services, and assisting clients with portfolio reviews. Candidates should have a Bachelor's degree in Business or Finance and at...
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Investment Counselor
5 days ago
Kowloon, Hong Kong SAR China Trinity Search Limited Full timeInvestment Counselor (Multi Family Office) My client is the multi family office department of one prestigious Chinese Financial Institution. Scope of Responsibilities: Collaborate with Relationship Managers to deliver professional investment planning services Identify customers' needs and match their needs with appropriate products and services Assist...
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Kowloon, Hong Kong SAR China Additional Portfolio Management Limited Full timeA leading financial services firm in Hong Kong seeks a full-time Portfolio Manager to manage investment portfolios and provide expert financial advice to clients. This role demands a proven track record in the banking sector, strong analytical skills, and the ability to communicate effectively with clients. The company offers a comprehensive benefits package...
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Kowloon, Hong Kong SAR China Michael Page International (HK) Ltd Full timeInvestment & Fund Raising Manager, Family Office, 70k We are seeking an Investment & Fund Raising Manager to join our team in the family office sector. This permanent role in requires expertise in fund raising and M&A to manage and optimize investment portfolios effectively. The employer is a well-established entity within the financial services industry,...
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Accounts & Administrative Assistant
5 days ago
Kowloon, Hong Kong SAR China Legend Family Office Full timePrepare financial statement and month-end closing; Work closely with account departments Provide administrative and clerical support, including daily business operations support Handle accounts payable/receivable and answer phone inquiries Bank deposits, verifying documents, and reimbursement tasks Data entry and data verification; must be proficient in...
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Secretary (Family Office)
3 days ago
Kowloon, Hong Kong SAR China Watten Investments Limited Full timeWe are a family office relating to a leading Hong Kong listed property developer with core businesses in property development and investment. The Group’s business interests comprise a diversified portfolio of residential, office, industrial, retail and hospitality properties across Hong Kong, Mainland China, Singapore and Australia, and has developed over...
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Family Partner
1 day ago
Kowloon, Hong Kong SAR China Leadingnation Full timeOur School & The Family Partnership Team At YCIS-HK, we believe that a strong, collaborative partnership between the school and the family is fundamental to a student's success and well‑being. The Family Partnership Team (FPT) is the cornerstone of this belief. The FPT is dedicated to fostering robust, collaborative relationships between families and the...