Platform Sales Leader – Wealth Management Growth

A leading financial services provider in Hong Kong is seeking a Relationship Management Officer who will engage clients, provide tailored financial advice, and collaborate with the wealth management team. The role requires at least one year of experience in client-facing positions and relevant qualifications. An analytical mindset and excellent communication...

Platform Sales Manager Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one‑stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With around 250 branches and automated banking centres, including around 50 Prestige Banking Centres for high‑end personal...

A financial services company in Hong Kong is seeking a Relationship Manager for Wealth Management. The role involves monitoring asset allocations, designing investment strategies, and conducting risk assessments. Candidates must hold HKSI Papers 1, 7, and 8, possess a Bachelor's degree in Finance or a related field, and have at least 3 years of experience....

Relationship Manager, Wealth Management (Welcome TTPS/ IANG) 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 investment strategic to customers Requirements: Current holder of HKSI Paper 1,7,8...

Provide professional financial services to our clients, including risk management, health protection, retirement planning and wealth accumulation. Managing the total wealth of clients by matching our financial and investment solutions to fulfill their financial needs. Develop corporate solutions and employee benefits plans for corporate clients. Promoting...

A financial services firm in Hong Kong is seeking individuals to provide professional financial services, manage client wealth, and develop corporate solutions. The role requires a bachelor's degree and preferably 1 year of experience in customer service or sales. Candidates should have excellent communication skills in English and Chinese, a proactive...

A leading financial institution in Hong Kong is seeking a Platform Sales Leader to enhance its branch network. The role involves formulating localized marketing strategies, supporting sales staff, and building customer loyalty. Ideal candidates will have a university degree, at least 3 years of banking sales experience, and proficiency in both English and...

Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further. Retail...

Responsibilities Developing business plans for active acquisition and management of clients in GBA (including HK). Pitching in-house HNW clients for potential sales opportunities with cross‑over investment/insurance products. Focusing on expansion of business in the GBA market and growth of sales channels. Organizing marketing events, seminars and...

Prestige Wealth Group Limited is a financial services company focused on developing high-quality financial services covering areas such as global wealth management, asset management, insurance, and consultancy services. Responsibilities Work closely with sales team and insurance companies to ensure proper issuance of policies. Handle customer inquiries and...