Wealth Management Specialist

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...

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...

Add expected salary to your profile for insights Engage with corporate clients to understand their business needs and objectives. Develop customized solutions and proposals to meet client requirements. Present and demonstrate solutions effectively to clients and stakeholders. Collaborate with cross-functional teams including sales, product development, and...

(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 wealth management company in Hong Kong seeks a Solutions Specialist to engage corporate clients, understand their needs, and develop customized solutions. You will present solutions, collaborate with various teams, and manage client relationships throughout the solution lifecycle. Candidates should have a diploma in Business Administration and...

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...

Wealth Management - Client Onboarding Specialist Wealth Management - Client Onboarding Specialist Get AI-powered advice on this job and more exclusive features. 1. Monitor the entire client onboarding procedure with good awareness of the KYC, legal, credit and compliance requirements, validate account opening work flow and ensure quality of the process is...

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...

Responsibilities Review and verify patient insurance coverage and eligibility. Submit insurance claims accurately and promptly. Follow up on unpaid or rejected claims to ensure timely resolution. Communicate effectively with insurance companies regarding claim statuses, pre-authorizations, and coverage questions. Maintain comprehensive and accurate patient...

A financial services firm in Hong Kong is seeking a Business Development Executive to provide professional financial services. This role involves managing client wealth, engaging with customers about their investment needs, and building long-term relationships. Ideal candidates should have a bachelor's degree, around a year of relevant experience, and must...