Wealth Client Service Specialist

A leading American investment bank in Hong Kong is seeking a Client Services Associate for their private wealth management division. This role involves handling client services, managing client relationships, and executing trades for Ultra High Net Worth clients. Candidates should have a Bachelor's Degree in Economics or Finance, along with 3-5 years of...

A leading global banking institution based in Hong Kong is looking for an Investment Specialist to provide personalized investment portfolio advice to clients. The ideal candidate will have a strong background in finance with at least five years of relevant experience, including wealth management or portfolio counseling. Fluency in English, Cantonese, and...

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help...

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...

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...

Client Service Specialist, Consumer Banking Citi Kowloon City District, Hong Kong SAR At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients...

Client Service Specialist, Consumer Banking Citi Kowloon City District, Hong Kong SAR At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients...

A leading bank in Hong Kong is looking for an experienced AVP/Senior Associate/Associate for its Wealth Management Operations team. This role involves providing exceptional client service, managing onboarding processes, and ensuring compliance with regulatory standards. Candidates should have over 10 years of experience in wealth management, a solid...

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 dynamic wealth management platform in Hong Kong is looking for a Wealth Management Associate. This role connects clients with financial solutions, ensuring personalized service through comprehensive training. Ideal candidates are fresh graduates with strong digital enthusiasm, communication skills, and a drive for excellence. The position offers...