Relationship Manager, Wealth Management
3 days ago
Responsibilities Proactively identify client needs and develop personalized investment strategies and financial planning solutions. Deliver a high-quality, consultative client experience to build long‑term, trusted relationships. Conduct market research and stay up to date with industry trends to provide clients with informed advice. Manage a portfolio of high-net-worth clients, ensuring excellent service and retention. Work collaboratively with the wider Wealth Management team to provide integrated solutions. Contribute to the growth of the business by identifying new client opportunities. Qualifications 3+ years of experience in a client‑facing wealth management or private banking role. Strong understanding of investment products, financial planning and asset allocation strategies. Excellent communication and interpersonal skills to build rapport with high-net-worth clients. Proven track record of developing and maintaining long-term client relationships. In-depth knowledge of the local and regional financial services market and regulatory environment. A bachelor's degree in finance, Economics or a related field. Relevant professional qualifications such as the CFA or CAIA; preferred qualifications include IIQE, HKSI & MPF, CFPCM. #J-18808-Ljbffr
-
(Senior) Relationship Manager
5 days ago
Hong Kong Island, Hong Kong SAR China Delta Asia Wealth Management Limited Full time(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....
-
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...
-
Hong Kong Island, Hong Kong SAR China Delta Asia Wealth Management Limited Full timeA 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...
-
Relationship Manager
2 weeks ago
Hong Kong Island, Hong Kong SAR China ARK Wealth Management-NOAH Full timeRelationship Manager – Chinese Clients (ARK Hong Kong / Noah Holdings) Location: Hong Kong SAR Employment Type: Full-time, On-site Company Overview ARK Hong Kong operates under Noah Holdings Limited (“Noah”), a leading independent wealth management and asset management group listed on both the Hong Kong Stock Exchange (6686.HK) and the New York Stock...
-
Wealth Management Operation Officer
5 days ago
Hong Kong Island, Hong Kong SAR China Blackhorn Wealth Management Limited Full timeBlackhorn 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...
-
Wealth Management Operations Specialist
5 days ago
Hong Kong Island, Hong Kong SAR China Blackhorn Wealth Management Limited Full timeA 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...
-
Relationship Manager
5 days ago
Hong Kong Island, Hong Kong SAR China Ping An Bank Company Ltd. Full timeRelationship Manager - Private Wealth Management Promote full range of wealth management products and services to high-net-worth customers; Solicit new businesses and cultivate long-term relationship with customers for further business opportunities; Handle enquiries and provide professional total wealth management solutions to customers; Provide quality...
-
Senior Wealth Relationship Manager
3 days ago
Hong Kong Island, Hong Kong SAR China Chong Hing Bank Ltd Full timeA well-established commercial bank in Hong Kong is seeking a Senior Relationship Manager to promote a full range of wealth management products to high-net-worth clients. Responsibilities include soliciting new business, managing inquiries, and providing professional wealth management solutions. Ideal candidates will have a Bachelor's degree and a minimum of...
-
Relationship Manager – Wealth
3 days ago
Hong Kong Island, Hong Kong SAR China SBI China Capital Holdings Limited Full timeRelationship Manager – Wealth & Investments Add expected salary to your profile for insights Job title: Relationship Manager – Wealth & Investments Role Overview We are seeking a Relationship Manager to join our Wealth & Investments team, working closely with high-net-worth private clients. This role is ideal for someone who combines strong interpersonal...
-
Private Wealth Relationship Manager
3 days ago
Hong Kong Island, Hong Kong SAR China Michael Page International (Hong Kong) Limited Full timeGrowing Team Competitive Salary Package About Our Client The employer is a large organization in the financial services industry, offering a wide range of banking and financial solutions. The company is well-established and has a strong presence in Hong Kong, catering to a diverse client base. Job Description As a Private Wealth Relationship Manager, your...