Private Wealth Management
4 days ago
Private Wealth Management - Investment Counsellor Provide corporate secretarial services including company formation and prepare board resolutions for affiliated companies of the Group. Maintain statutory filings and correspondence with relevant regulatory authorities. Manage staff on‑boarding and off‑boarding processes, prepare employment contracts and HR related letters, as well as SFC licensing related matters. Review and verify client account opening documentation to ensure compliance with regulatory requirements and internal policies including KYC, CDD, AML, FATCA & AEOI. Liaise with various external partners, including private banks, brokerage houses and custodians in relation to administrative issues. Coordinate with different business divisions, including frontline, operation, and management to streamline daily workflow. Participate in ad hoc tasks as assigned. Requirements Diploma / Degree holder in Accounting & Finance, Business Administration, Secretarial Studies or related disciplines. At least 2 years of relevant experience preferably gained from banking, securities brokerage or asset management. Well versed in Company Ordinance, Securities and Futures Ordinance and other related regulations. Detail oriented, good organising and planning skills with sound business acumen. Good command of written and spoken English and Chinese. Proficient in Microsoft Office applications. #J-18808-Ljbffr
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Private Wealth Manager
2 hours 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
2 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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Global Private Wealth Manager for HNW Clients
2 hours ago
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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Senior Private Wealth Advisor
2 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...
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Account Executive, Art
2 weeks 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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Wealth Management Operation Officer
2 weeks 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...
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Head of Sales, Private Banking
2 weeks 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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Assistant VP
1 week ago
Hong Kong, Hong Kong SAR China Solomon Private Wealth Limited Full timeSOLOWIN HOLDINGS is a holding company incorporated under the laws of the Cayman Islands on July 23, 2021. We conduct our business through our wholly owned subsidiary, Solomon JFZ (Asia) Holdings Limited (“Solomon JFZ” - CE No.: BIF175), is a licensed financial and securities firm regulated by the Securities and Futures Commission of Hong Kong (SFC). It...
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Private Wealth Management Director
2 weeks 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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Elite Estate
2 weeks 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...