Wealth Risk Management Trainee — Mainland China Focus

Management Trainee - Risk Management in Wealth (Mainland China Focus) Position Overview: Join our Asset Management Team to develop a strong foundation in wealth management and private banking. Gain hands‑on experience while contributing to various initiatives, including estate planning and trust services. Key Responsibilities: Financial Analysis: Conduct...

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...

Relationship Manager, Wealth Management (Welcome China RM/ Visa Sponsored) Add expected salary to your profile for insights Responsibilities Monitor and adjust asset allocation investment plan Design and implement appropriate investment strategies and policies Conducting comprehensive risk assessment of portfolio investments Communicate asset allocation...

Get AI-powered advice on this job and more exclusive features. As a well-funded and fast-growing venture company, energetic and passionate talents is always our priority. There are many advantages to start your career in a next generation digital enabled venture company like us: Company Description ZIPP is a well-funded venture by Zurich Insurance (Hong...

A dynamic wealth management platform in Hong Kong is looking for a Wealth Management Associate. This role connects clients with financial solutions, ensuring personalized service through comprehensive training. Ideal candidates are fresh graduates with strong digital enthusiasm, communication skills, and a drive for excellence. The position offers...

A dynamic wealth management firm in Hong Kong is seeking a Wealth Management Associate to act as the liaison between clients and the team. This role requires strong communication and interpersonal skills, proficiency in English and Chinese, and a passion for digital innovation. Fresh graduates are encouraged to apply. The firm offers a competitive salary...

A leading financial institution in Hong Kong is seeking a Business Development Manager/Trainee to focus on health insurance and wealth planning. This role emphasizes personal growth within a flexible work environment, allowing you to establish strong professional networks. The ideal candidate must possess a positive attitude, relevant academic...

Conduct financial needs analysis and risk tolerance assessment for potential and existing clients Prepare wealth management proposals tailored towards clients' needs Provide wealth management and investment advice to clients Advise clients on selection of MPF schemes and underlying investment choices Engage in networking and marketing activities to expand...

A leading wealth management firm in Hong Kong is seeking candidates to provide comprehensive financial advice to high-net-worth individuals and corporate clients. The role involves designing customized financial plans, developing a client network, and leading a team. Applicants should have a university degree, excellent communication skills in English and...

Wealth Planning Officer / Management Trainee Join our wealth planning service team, to protect others’ health and wealth, and bring value to individuals and families ! Job Highlights Growth industry : With the longevity of the population, the decline in cash purchasing power and the rise in medical expenses, the demand for insurance / retirement planning /...