Wealth Management

4 days ago

Kowloon, Hong Kong SAR China JPMorgan Chase & Co. Full time

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Associate in the Client Service Team, you will be the primary contact for all service related needs of Private Bank Clients. You work in a team and are responsible to provide support to Bankers and Investors by working with various product partners and operations to deliver a seamless and integrated experience to clients across all Private Bank products. Job responsibilities Act as primary contact with external clients and Integrated team for day to day account administration and servicing Provide proactive personalized service on transaction processing such as deposits, loans, asset transfers, execution of cash products, cash flow management, corporate action, servicing inquiries and investigation handling etc Assist Clients in all account maintenance related requests such as change of address, updated KYC changes and ensures all necessary documentation is processed in accordance with Bank’s standards Outreach proactively to client for digital adoption Assist Bankers in execution of credit facility, facilitates ad-hoc client requests, trouble shooting and help drives any remediation or campaign that is required from Bank Required qualifications, capabilities, and skills 5 years of solid Client Service / Relationship Manager support experience from Private Bank Good working knowledge of all Private Banking products including relevant operational processes on cash management, KYC document review, corporate action and banking products etc High sensitivity to Private Banking Control standards particularly those related to money transfers, securities transfer, credit and any other transactional services Good interpersonal skills on servicing and ability to maintain and deepen relationships Good oral and written communication skills (in English, Cantonese andMandarin), given the role is required to support Chinese speaking clients Capable of interacting with clients directly and able to resolve client inquiries and trouble shoot problems independently Knowledge of all relevant systems and software packages including Outlook, Excel, Adobe Acrobat and other information sources Preferred qualifications, capabilities, and skills Knowledge of all relevant systems and software packages including e-mail, Excel, Adobe Acrobat and other information sources Fast paced, good teamwork, adaptable, multi-tasking and able to work in a demanding and unpredictable environment Detail-oriented, think out of box and result-oriented #J-18808-Ljbffr

  • Wealth Management RM: Asset Allocation

    1 week ago

    Kowloon, Hong Kong SAR China Maxwell Wealth Management Full time

    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

    1 week ago

    Kowloon, Hong Kong SAR China Maxwell Wealth Management Full time

    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...

  • Wealth Management Trainee: Digital Finance Prep

    2 weeks ago

    Kowloon, Hong Kong SAR China ZIPP Wealth Management Ltd Full time

    A dynamic wealth management firm in Hong Kong is seeking a Wealth Management Associate to act as the liaison between clients and the team. This role requires strong communication and interpersonal skills, proficiency in English and Chinese, and a passion for digital innovation. Fresh graduates are encouraged to apply. The firm offers a competitive salary...

  • Wealth Relationship Manager — Client Growth

    4 days ago

    Kowloon, Hong Kong SAR China FortuneLink Wealth Management Co Ltd Full time

    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...

  • 財富管理經理/ 高級財富管理經理 Wealth Management Manager

    6 days ago

    Kowloon, Hong Kong SAR China Globe Win Wealth Management Limited Full time

    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...

  • Senior Wealth Manager — Client Portfolios

    6 days ago

    Kowloon, Hong Kong SAR China Globe Win Wealth Management Limited Full time

    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...

  • Relationship Management Officer

    4 days ago

    Kowloon, Hong Kong SAR China FortuneLink Wealth Management Co Ltd Full time

    As a Relationship Management Officer at FortuneLink Wealth Management Co Ltd, you will play a crucial role in maintaining and strengthening the company's relationships with its valued clients. This full-time position is based in the vibrant Tsim Sha Tsui area, where you will be responsible for providing exceptional client service and support. What you'll be...

  • Senior Relationship Manager

    1 week ago

    Kowloon, Hong Kong SAR China CASH Wealth Management Limited Full time

    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...

  • Graduate Trainee

    3 days ago

    Kowloon, Hong Kong SAR China ZIPP Wealth Management Limited Full time

    Get AI-powered advice on this job and more exclusive features. As a well-funded and fast-growing venture company, energetic and passionate talents is always our priority. There are many advantages to start your career in a next generation digital enabled venture company like us: Company Description ZIPP is a well-funded venture by Zurich Insurance (Hong...

  • Graduate Trainee 2025/2026

    2 weeks ago

    Kowloon, Hong Kong SAR China ZIPP Wealth Management Ltd Full time

    Join ZIPP Wealth Management – Where Your Career Takes Flight! Are you ready to kickstart your career in a dynamic, fast‑growing venture that combines the best of traditional finance with cutting‑edge digital innovation? At ZIPP Wealth Management, we’re not just another company – we’re a next‑generation digital‑enabled wealth management...