Wealth Client Experience Manager – Hybrid Work
1 week ago
A global wealth management firm in Hong Kong is seeking a motivated individual for a client-focused role. You will deliver exceptional client experiences, support trade executions, and engage in account maintenance. Candidates should have 3-10 years of banking experience, preferably in wealth management, complemented by strong investment product knowledge. Fluency in English and Cantonese or Mandarin is required. This position offers a dynamic work environment emphasizing teamwork and client satisfaction.#J-18808-Ljbffr
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Wealth Management Operation Officer
1 week ago
Hong Kong Island, Hong Kong SAR China Blackhorn Wealth Management Limited Full timeBlackhorn 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...
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Wealth Coach
7 days ago
Hong Kong Island, Hong Kong SAR China HSBC Full timeA prominent bank in Hong Kong is seeking a Wealth Coach to enhance the wealth management capabilities of its retail distribution team. Responsibilities include coaching Relationship Managers (RMs) to meet performance KPIs, developing personalized wealth strategies, and improving client engagement. The ideal candidate will have a degree in Business...
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Client Account Manager
15 hours ago
Hong Kong Island, Hong Kong SAR China UBS Full timeClient Account Manager - Global Family and Institutional Wealth Join to apply for the Client Account Manager - Global Family and Institutional Wealth role at UBS Client Account Manager - Global Family and Institutional Wealth Join to apply for the Client Account Manager - Global Family and Institutional Wealth role at UBS Get AI-powered advice on this job...
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Wealth Management
15 hours ago
Hong Kong Island, Hong Kong SAR China CICC Full timeWealth 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...
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(Senior) Relationship Manager
1 week ago
Hong Kong Island, Hong Kong SAR China Delta Asia Wealth Management Limited Full time(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....
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Client Relationship Manager
2 weeks ago
hong kong, Hong Kong SAR China Howden Private Wealth Full timeAbout Us With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally. We have representatives across Hong Kong,...
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Hong Kong Island, Hong Kong SAR China China Securities (International) Finance Holding Company Limited Full timeAssociate / VP, Clients Relationship Manager, Wealth Management Wealth Management Clients Relationship Management; Applicants with a minimum 2 years of experience in the financial industry are welcome; Direct working experience in wealth management or client relationships is preferred; SFC license holder. Job Responsibilities Strengthen the relationships...
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Hong Kong Island, Hong Kong SAR China Delta Asia Wealth Management Limited Full timeA 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...
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Elite Estate
1 week ago
Hong Kong Island, Hong Kong SAR China Howden Private Wealth Full timeA leading financial services firm located in Hong Kong is seeking an experienced professional to develop relationships and manage prospective client situations in the wealth planning and life insurance space. The ideal candidate will hold a Bachelor's degree, possess 8 to 12 years of relevant experience, and demonstrate strong analytical and communication...
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Client Account Manager, Private Client Greater China
15 hours ago
Hong Kong Island, Hong Kong SAR China UBS Full timeClient Account Manager, Private Client Greater China Join us to apply for the Client Account Manager, Private Client Greater China role at UBS . Job Reference # BR Job Type Full Time Your role Are you a people person? Do you stay calm under pressure? We are looking for someone to support the front office while servicing clients. Your responsibilities...