Senior Wealth Investment Sales Strategist

A leading banking corporation based in Hong Kong is seeking a Senior Wealth Investment Sales Manager. In this role, you'll work closely with the Head of Wealth Investment Sales to support sales initiatives, analyze complex data on investment performance, and engage with both internal and external stakeholders to enhance customer loyalty. Candidates should...

Some careers have more impact than others. If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued. Wealth and Personal Banking (WPB) Hong Kong helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking...

A leading financial institution in Hong Kong is seeking a Senior Investment Consultant for its Wealth Sales Distribution unit. This role involves conducting customer portfolio analysis, implementing promotion programs, and collaborating with Customer Relationship Managers to achieve sales targets. Applicants should have a university degree in Business...

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...

You’ll achieve more at HSBC. HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within and inclusive and diverse environment. Personal data held by the Bank relating to...

Founded in 2014 and licensed by the Securities and Futures Commission (SFC) of Hong Kong since 2015, we are the only licensed and independently owned financial products wholesale B2B fintech platform in Hong Kong with a Singapore presence. Facilitated by our advanced SaaS capabilities, we provide a full suite of Structured Product services exclusively to...

A major financial institution in Hong Kong seeks a Prestige Investment Sales Manager to lead the wealth sales distribution team. The role involves providing guidance to branches, enhancing the sales force's capabilities, and ensuring high customer satisfaction. Candidates should have a relevant degree, proven experience in retail banking, and strong...

2 days ago Be among the first 25 applicants ZIPP is a well-funded venture by Zurich Insurance (Hong Kong) and IPP International Wealth Management Limited. ZIPP’s mission is to digitally transform its over 40+ year’s successful model and traditional wealth management industry through digital innovation and collaboration in a focus of Business Development,...

A leading financial institution in Hong Kong is seeking a Senior Investment Consultant to join their Wealth Sales Distribution team. The role involves implementing promotional programs, collaborating with Customer Relationship Managers, and maintaining high standards of customer service. Candidates should have a university degree in Business Administration,...

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...