Senior Digital Wealth Manager
1 week ago
Senior Digital Wealth Manager Initiate, develop and implement strategic initiatives and solutions on the end‑to‑end investment sales process across different channels for ongoing improvement of sales service quality and operational efficiency, working closely with local and global stakeholders from planning, progress monitoring to post‑implementation review. Responsibilities Evaluate investor behaviour insights across segments and identify potential commercialisation or revenue generation opportunities. Actively track the financial and operational performance of the wealth sales channels/enablers against KPIs and OKRs, including revenue, transaction volume, penetration rate, etc. Promote innovation and competitive differentiation for HASE through digital technologies and digital customer experiences. Build rapport and strong connections with key stakeholders, including product owners, IT and distribution channels, to deliver products/features and improve customer experience. Adhere to all relevant processes, procedures of the Group compliant policy and internal controls. Requirements University graduate in Finance, Business Administration or related disciplines. Minimum 10 years of experience in the banking/financial services industry with exposure in business or risk management, investment products (e.g. investment funds, bonds, structured products), sales distribution or project management. Knowledge of investment products such as investment funds, bonds, and structured products is an advantage. Strong organisational, project management and people management skills. Independent and proactive, able to work under pressure. Excellent interpersonal skills and strong literacy in both English and Chinese. Sound knowledge of PC applications such as MS Word, Excel, PowerPoint and Chinese word processing. Great sense of ownership and servicing mindset to ensure efficient and effective deliverables. The employment is subject to the Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. #J-18808-Ljbffr
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Hong Kong Island, Hong Kong SAR China Manager Senior Manager AVP – Chargeback Full timeResponsibilities Manage the team to process dispute transactions within the time frame required by VISA, MasterCard and UPI chargeback compliance guidelines Ensure daily operations of Chargeback Team are in compliance with all internal policy and guidelines Liaise with local and overseas credit card member banks for charge back and pre-arbitration operations...
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Senior Digital Wealth Strategist
7 days ago
Hong Kong Island, Hong Kong SAR China Hang Seng Bank Full timeA leading financial institution in Hong Kong seeks a Senior Digital Wealth Manager to enhance their investment sales process. This role requires a university degree, 10 years of experience in the banking or financial sector, and strong organizational and project management skills. Bilingual proficiency in English and Chinese is essential, alongside knowledge...
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Chargeback Operations Leader
1 day ago
Hong Kong Island, Hong Kong SAR China Manager Senior Manager AVP – Chargeback Full timeA leading financial institution in Hong Kong seeks a Manager / Senior Manager / AVP for Chargeback operations. The successful candidate will lead a team to ensure compliance with VISA and MasterCard guidelines, manage dispute transactions, and liaise with local and overseas banks. Minimum 7 years of experience in Chargeback and Credit Card Operations, and...
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Wealth Management Operations
3 days ago
Hong Kong Island, Hong Kong SAR China KGI 凱基 Full timeA leading financial services firm in Hong Kong is seeking a Senior Manager for Wealth Management Operations & Digitalization. The role involves leading the transformation of operational processes, ensuring compliance with industry regulations, and implementing digital solutions to enhance client experience. Candidates should have extensive experience in...
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Program Manager | Digital Product
2 weeks ago
hong kong, Hong Kong SAR China Capco Full timeChina - Hong Kong Capco is a global technology and management consultancy specializing in driving digital transformation for financial services and insurance industries. We deliver practical, innovative solutions to help our clients thrive in an evolving market. With offices in major financial centers worldwide, we combine deep industry expertise with...
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Senior Digital Wealth Strategist
7 days ago
Hong Kong Island, Hong Kong SAR China HSBC Full timeA leading financial institution is seeking a Senior Digital Wealth Manager in Hong Kong. This role involves initiating and implementing strategic initiatives to improve investment sales processes and customer experiences. The ideal candidate will have over 10 years of experience in banking or financial services, excellent project and people management...
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Hong Kong Island, Hong Kong SAR China KGI 凱基 Full timeSenior Manager – Wealth Management Operations & Digitalization Founded in 1988, the KGI Group is a multi‑faceted, pan‑Asian financial services group that thrives on providing the highest standards of service to its clients. The KGI Group prides itself on utilizing unsurpassable integrity and professionalism, prudence in its judgments and reliance on...
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Hong Kong Island, Hong Kong SAR China ARK Wealth Management-NOAH Full timeA leading wealth management firm in Hong Kong is seeking a mid-senior level Relationship Manager specializing in Chinese high-net-worth clients. The role involves managing client portfolios, providing investment advisory services, and ensuring compliance. Ideal candidates will have extensive experience in wealth management, fluency in Mandarin, and a proven...
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Digital Wealth Strategy Lead
1 week ago
Hong Kong Island, Hong Kong SAR China Hang Seng Bank Ltd Full timeA leading financial institution is seeking a Senior Digital Wealth Manager in Hong Kong to develop and implement strategic initiatives and improve the sales process for investment products. The role requires at least 10 years of banking or financial services experience, strong project management skills, and proficiency in both English and Chinese. You will...
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Private Wealth Management VP/SVP
5 days ago
Hong Kong Island, Hong Kong SAR China ARK Wealth Management-NOAH Full timeDirect message the job poster from ARK Wealth Management-NOAH Responsibilities Acquire full range of product knowledge and continuous updates Keep learning of global investment market, especially private banking sector Analyze high-net-worth client’s financial needs, explore and maintain good relationships with them Handle client’s relationship from...