Relationship Manager, Wealth Management

Relationship Manager, Wealth Management (Welcome China RM/ Visa Sponsored) Add expected salary to your profile for insights Responsibilities 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...

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...

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...

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....

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...

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...

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...

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...

A financial services company in Hong Kong is seeking a Relationship Manager for Wealth Management. The role involves monitoring and adjusting investment strategies, conducting risk assessments, and communicating strategies to clients. Ideal candidates hold HKSI Paper 1, 7, and 8, have a Bachelor’s degree in a relevant field, and possess 3 years of...

Benefits Group Medical Insurance with Dental Coverage Wealth Management, 5-day work Offers visa sponsorship Responsibilities Develop customer relationships and explore business opportunities within the high net worth segment Promote full range of wealth management products and services to high-net-worth customers Understand customers' wealth management needs...