Wealth Management Relationship Manager

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...

Relationship Manager – Chinese Clients (ARK Hong Kong / Noah Holdings) Location: Hong Kong SAR Employment Type: Full-time, On-site Company Overview ARK Hong Kong operates under Noah Holdings Limited (“Noah”), a leading independent wealth management and asset management group listed on both the Hong Kong Stock Exchange (6686.HK) and the New York Stock...

About 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...

Direct 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...

Senior Relationship Manager – Wealth Management Deliver customised wealth management solutions to help clients achieve their financial objectives. Leverage your established client network to identify wealth needs and provide value-driven advisory services. Manage and expand clients’ investment portfolios through strategic asset allocation and financial...

Senior Relationship Manager – Wealth Management 1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Delftware | Hong Kong Licensed Corporation (Type 1, 4 & 9) Delftware is a Hong Kong–based licensed corporation holding SFC Type 1, 4, and 9 licenses. We are authorised to conduct regulated activities...

A wealth management firm in Hong Kong seeks an experienced Relationship Manager to develop and manage High-Net-Worth clients. This role involves independent client acquisition and delivering comprehensive wealth management solutions. Candidates should have a minimum of 3 years' experience in private banking, deep knowledge of trust and insurance, and...

Responsibilities Develop customer relationships and explore business opportunities within the high net worth segment Promote full range of wealth management products and services to high-net-worth customers Understand customers' wealth management needs and formulate appropriate solutions to meet the needs based on the customers' circumstances and risk...

Relationship Manager ( Private Wealth Management ) Build and maintain strong relationships with clients, ensuring a deep understanding of their financial needs and objectives. Conduct regular client meetings to review financial performance and recommend adjustments as necessary. Develop customized investment strategies and financial plans tailored to...

We are seeking an experienced Relationship Manager (RM) with strong expertise in developing and managing High‑Net‑Worth (HNW) clients to join Noah Holdings Hong Kong . This role emphasizes independent client acquisition and relationship cultivation , offering comprehensive global wealth management solutions including asset allocation, family trust,...