Wealth Relationship Manager

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...

Benefits Group Medical Insurance with Dental Coverage Wealth Management, 5-day work Offers visa sponsorship 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...

A leading financial institution in Hong Kong is seeking a Customer Relationship Manager to join its Relationship Management Team. The role involves managing relationships with Prestige clients and providing tailored financial advice aimed at wealth creation. Candidates should have a university education, strong interpersonal skills, and fluency in Cantonese...

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 global asset management firm in Hong Kong seeks an experienced professional to join its Private Wealth Client Solutions team. The role focuses on developing new and existing relationships with private wealth partners, managing fundraising opportunities, and collaborating with global teams. Candidates with 5-8 years of experience in private markets and...

A leading financial services firm in Hong Kong is seeking a Customer Relationship Manager/Trainee to join their intensive training program. The role involves engaging high-net-worth clients, conducting financial needs analysis, and offering tailored wealth solutions. Candidates without prior branch experience are welcome, with training provided. Strong...

A financial services company in Hong Kong is seeking a Relationship Manager for Wealth Management. The role involves monitoring and adjusting investment strategies, conducting risk assessments, and communicating strategies to clients. Ideal candidates hold HKSI Paper 1, 7, and 8, have a Bachelor’s degree in a relevant field, and possess 3 years of...

Relationship Manager – Wealth Management To deepen existing client relationships and acquire new clients through own network. To provide clients with critical market dynamics, investment ideas, concepts of asset protection and transition. To match clients’ needs with effective and comprehensive product solutions. To successfully constitute clients’...

A financial services firm in Hong Kong is seeking a Sales Executive to enhance client relationships through digital innovation. The role involves supporting onboarding processes, preparing investment proposals, and collaborating with marketing to improve customer experiences. Ideal candidates should have 1-5 years of experience in wealth management or client...

A leading recruitment company in Hong Kong is looking for an individual to handle wealth management for high-net-worth clients. You will be responsible for building customer relationships, promoting a wide range of financial products, and understanding clients' wealth management needs. The ideal candidate should have a Bachelor’s degree in a related field...