Wealth Management Assistant: Client Relations

Blackhorn 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...

A financial services firm in Hong Kong is seeking a Relationship Assistant/Associate Manager to support the Director in the Wealth Management Department. The role involves managing client relationships, ensuring compliance, and preparing investment proposals. The ideal candidate should have a Bachelor’s degree in a related field, 1-2 years' experience in a...

(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....

A 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...

A 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...

A 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...

Responsibilities Handle client onboarding and new account opening; Perform periodic review/ trigger event; Ensure the quality of KYC documentation complies with internal policies and regulatory requirements; Coordinate with the Front Office to prioritize account requests and keep them appraised of progress; Liaise with other internal stakeholders such as...

A financial services company in Hong Kong is seeking a motivated individual to conduct financial needs analysis and provide tailored wealth management proposals to clients. The ideal candidate will have a diploma or degree, preferably in finance or related fields, and a basic understanding of financial markets. Proficiency in English and Chinese, including...

A financial services firm in Hong Kong is seeking an experienced professional to manage account opening processes and client data management in wealth management. The ideal candidate holds a Bachelor's degree in Business/Finance and has 5-8 years of experience in client servicing. Proficiency in both English and Chinese (including Mandarin) is required,...

Assistant Manager, Institutional Client Business, Wealth Management Join to apply for the Assistant Manager, Institutional Client Business, Wealth Management role at CLSA . Responsibilities Manage day-to-day client service operations and provide administrative support to senior management. Execute daily account transactions and client orders, including...