Wealth Management Product Manager
5 days ago
Job No.: 499473
Employment Type: Full time
Departments: Personal Digital Banking Product Department
Job Functions: Business Development, Strategic Planning, Product Development & Management, Project Management
Responsibilities:
- Responsible for the daily management and maintenance on fund/unit trust product.
- Under different market situations and customer demands, search for appropriate products from existing platforms and explore appropriate new products from the market and make recommendations with detailed analysis.
- Provide appropriate and timely advice to senior management on product development strategy under different market situations and customer demands.
- Responsible for enhancing relevant selling processes, systems, etc., and closely communicating with relevant parties to comply with regulatory and compliance requirements.
- Responsible for providing training materials and procedural manuals to educate the staff on the latest rules and requirements.
- Strictly follow regulatory and compliance requirements while fulfilling the conduct of job duties.
- Undertake ad hoc assignments, reporting or special business projects as assigned.
Requirements:
- Degree holder or above with a major in Business Management or Finance preferred.
- At least 5 years working experience in Banking or Financial industry.
- Proven experience in business acquisition with knowledge in investment business and branch sales process.
- Proactive and detail-oriented with good communication skills.
- Independent, creative thinker, good problem solver, strong analytical mind, and a good team player.
- Candidate with more experience will be considered as Senior Manager.
-
Wealth Management Product Strategist
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank of China Full timeJob Description:We are seeking a highly skilled Wealth Management Product Manager to join our Personal Digital Banking Product Department. As a key member of our team, you will be responsible for the daily management and maintenance of fund/unit trust products.You will search for appropriate products from existing platforms and explore new products from the...
-
Wealth Management Expert
1 day ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeJob OverviewDBS Bank (Hong Kong) Limited is seeking a dedicated and experienced Wealth Management Expert to join our team. As a key player in the Treasures Private Banking segment, you will be responsible for driving business growth through promoting wealth management products and services to clients.About the RolePromote full range of wealth management...
-
Wealth Investment Product Expert
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeSome careers grow faster than others.If you're looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...
-
Wealth Management Insurance Expert
1 day ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeHSBC's Wealth and Personal Banking (WPB) division is dedicated to delivering exceptional wealth management services and insurance solutions to our customers. As an Insurance Product Expert, you'll be part of a team that leverages our global network and breadth of expertise to support individuals, families, business owners, investors, and entrepreneurs.The...
-
Head of Wealth Management
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Polymath Search Full timeInvestment Sales OpportunityA leading global financial institution is seeking a seasoned investment sales professional to join their regional client solutions team as a head of wealth management. The successful candidate will be responsible for developing business strategies with a focus on wealth management.The ideal candidate should possess extensive...
-
Wealth Management Professional
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China BOC Group Life Assurance Company Limited Full timeAt BOC Group Life Assurance Company Limited, we are committed to providing comprehensive wealth management services to our customers.Our life insurance business has a strong background rooted in Hong Kong, and we are dedicated to delivering exceptional financial planning solutions to individuals and corporations.We are seeking a talented and motivated Wealth...
-
Fund of Hedge Funds Portfolio Manager
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China River Delta Wealth Management Full timeRiver Delta Wealth ManagementWe are a comprehensive family office and asset management platform dedicated to safeguarding our clients' long-term financial futures.About Us:Our mission is to provide expert investment advice, tailored to each client's unique needs and goals.Job Description:Fund of Hedge Funds AnalystKey Responsibilities:Participate in fund of...
-
Wealth Management Specialist
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China BOC Group Life Assurance Company Limited Full timeCompany OverviewBOC Group Life Assurance Company Limited is a leading provider of life insurance and financial services in Hong Kong. With a strong background rooted in the city, we have been committed to providing customers with comprehensive wealth management solutions since 1998.We offer a wide range of products and services, including life insurance,...
-
Strategic Wealth Management Professional
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full timeAbout Dah Sing Group The Dah Sing Financial Group is a leading financial services organization in Hong Kong, offering a comprehensive range of banking, insurance, and wealth management services through its extensive network of over 70 branches. The group's currency is built on values such as caring, teamwork, and progressiveness, recognizing that each...
-
Wealth Management
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China CICC Full timeWealth Management - Institutional Wealth Advisor This position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. Understands client needs and requirements, identifies investment opportunities, and provides financial advice to clients. The job duties associated with this role...
-
Wealth Management Manager
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China BOC Group Life Assurance Company Limited Full time1 week ago Be among the first 25 applicants Direct message the job poster from BOC Group Life Assurance Company Limited Joey Kam, AChFP, Medical Insurance Specialist BOC Life rooted in Hong Kong with a strong background. Our life insurance business was launched in Hong Kong in 1998 by the main shareholders BOC Hong Kong (Holdings) Limited ("BOC Hong Kong")...
-
Wealth Management Professional
1 day ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeA Career in Wealth ManagementWealth and Personal Banking at HSBC offers a wide range of career opportunities in wealth management, from Asset Management to Retail Banking & Strategy. Our professionals work closely with clients to understand their needs and provide tailored solutions to help them achieve their financial goals.Principal...
-
Wealth Management Professional
2 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China CCB International (Holdings) Limited Full timeWealth Investment Services OpportunityElevate your career as a Vice President/Associate Director in our Wealth Investment Services team.About the Position:Create customized investment plans to cater to clients' needs and risk profiles.Nurture long-term partnerships with clients via regular updates and clear communication.Promote a range of financial...
-
Wealth Management Professional
19 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Swiss Privilege Full timeServicing high net worth individuals is a key aspect of this role.About This OpportunityWe are seeking an experienced Wealth Relationship Manager to join our team in Hong Kong SAR. As a Wealth Relationship Manager, you will be responsible for developing and executing strategies to build and maintain strong client relationships, and identifying opportunities...
-
Marketing Professional
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeCompany OverviewAt HSBC, we serve 41 million customers globally, including 6.7 million who are international. Our presence in Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office enables us to deliver on our purpose of opening up a world of opportunity by providing our customers with borderless...
-
Asset Allocation Specialist
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China River Delta Wealth Management Full timeRiver Delta Wealth ManagementWe offer a comprehensive range of services, including asset and investment management, succession planning strategies, and wealth structuring, all integrated into a seamless family office and asset management experience.About Our Team:Our team is comprised of experienced professionals dedicated to providing exceptional service to...
-
Asset Wealth Manager
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full timeGoldman Sachs Group, Inc. is seeking a highly motivated Asset Wealth Manager to join our Asset Wealth Management team in Hong Kong. As a key member of the team, you will be responsible for providing legal support and guidance to our business while working closely with professionals across various departments.About the Role:In this role, you will advise on...
-
Treasures Wealth Management Specialist
2 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeAbout Us:DBS Bank is a leading financial institution in Asia, with a long history of innovation and customer-centricity. Our Consumer Banking Group is committed to helping our customers achieve their financial goals through our diverse range of products and services.We are currently seeking a Treasures Wealth Management Specialist to join our team. In this...
-
Wealth Relationship Manager
22 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Swiss Privilege Full timeTo help my clients achieve their financial goalsRole DescriptionThis is a full-time on-site role located in Hong Kong SAR for a Wealth Relationship Manager. This role will be responsible for building and maintaining client relationships, understanding client needs, providing financial advice, and promoting financial products and services.Seniority LevelEntry...
-
Senior Wealth Management Strategist
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Be Myjob Company Limited Full timeJob DescriptionAt Be Myjob Company Limited, we are seeking a highly skilled and experienced Senior Wealth Management Strategist to join our team.Company OverviewWe are a leading financial services company dedicated to providing innovative solutions for our clients' wealth management needs. Our team of experts is committed to delivering exceptional service...