Associate, Brokerage Business, Wealth Management
6 days ago
Associate, Brokerage Business, Wealth Management We are seeking a high caliber professional to join our team as Manager, Brokerage Business under the Call Center, Wealth Management. This expanding role is designed to enhance our customer service and sales operations, with a strong emphasis on supporting the growing demand for new product services. The candidate will play a pivotal role in delivering seamless client experiences and operational excellence in this fast-evolving space. This position may require shift duty in the future, depending on business needs and the growth plan. Key Areas of Responsibilities Handle customer enquiries by phone or email relating to general enquiry, product / service launch, stock trading and any service requests by clients. Support the account opening process, including Know Your Client (KYC) procedures and risk disclosure. Manage the client lifecycle post-account opening, including order placements, fund transactions, and regular account reviews. Collaborate with internal teams to support the rollout and enhancement of virtual asset trading platforms, ensuring compliance and client readiness. Assist in the development and testing of Omni-channel services and / or AI chatbots to improve customer interactions. Conduct daily reporting, start/end of day processes, and system checks to ensure smooth operations. Perform outbound calls in relation to sales, services, compliance and audit initiatives. Participate in system testing to ensure ongoing functionality and efficiency. Support ad-hoc job duties or projects as assigned by team lead. Requirements Degree or above in Business / Finance discipline with minimum 3 year’s working experience in a call center within the financial industry is preferred. Experience in Omni-channel solutions, AI chatbot development, or exposure to virtual asset products and platforms is highly preferred. Attained relevant SFC licenses for carrying out Type 1 & Type 2 regulated activities; IIQE is a plus. Strong customer service mindset with high dedication to service excellence. Exceptional communication, interpersonal, and problem-solving skills with both external and internal parties. Solid understanding of securities trading and wealth management financial products, with growing knowledge of virtual asset offerings. Proficient in written and spoken English and Chinese; fluency in Mandarin is a must. Ability to work effectively under pressure and collaborate as a team player. Candidates with more experience will be considered for a Senior Manager role. Seniority level Associate Employment type Full‑time Job function Finance #J-18808-Ljbffr
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Lead Business Analyst, Wealth Management IT
4 days ago
hong kong, Hong Kong SAR China ioTech Solutions Full timeA financial technology firm in Hong Kong is seeking a Lead Business Analyst for Wealth Management. The ideal candidate will oversee business analysis and project management for financial systems, requiring at least 8 years of experience in Brokerage or Wealth Management IT. Candidates should possess strong analytical, communication, and presentation skills,...
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hong kong, Hong Kong SAR China AIA Hong Kong and Macau Full timeOverview Life & Wealth Management Business Development, Consultant (Manager for Agency & Brokerage Channels) at AIA Hong Kong and Macau. Join to apply for the Life & Wealth Management Business Development, Consultant (Manager for Agency & Brokerage Channels) role at AIA Hong Kong and Macau. At AIA we’ve started an exciting movement to create a healthier,...
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Hong Kong Island, Hong Kong SAR China Pinpoint Asia Full time(Lead) Java Business Analyst, Wealth Management- Leading Brokerage Firm - J12398 Our client, a leading brokerage firm, is launching enterprise-level wealth management OTC trading and workflow digitalization projects. They are looking for strong technical BA/ PM candidates with Java development knowledge at all levels to join the expanding team....
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Associate, Wealth Management Solutions, APAC
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hong kong, Hong Kong SAR China Ares Management Full timeAssociate, Wealth Management Solutions, APAC Join to apply for the Associate, Wealth Management Solutions, APAC role at Ares Management . Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our...
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Insurance Brokerage Responsible Officer
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hong kong, Hong Kong SAR China Prestige Wealth Group Limited Full timeResponsibilities Handle license applications and renewals with the Insurance Authority (IA). Ensure brokerage operations comply with applicable laws and regulations. Develop and enforce risk management and compliance policies. Collaborate with departments to ensure seamless business operations. Identify and pursue business opportunities, including marketing...
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Business Development Manager
2 weeks ago
hong kong, Hong Kong SAR China ARK Wealth Management-NOAH Full time1 day ago Be among the first 25 applicants Direct message the job poster from ARK Wealth Management-NOAH Responsibilities: Actively develop high-net-worth customer relationships with partners and channels (including but not limited to Hong Kong, the United States, Canada, Singapore, etc.), and assist in completing customers' account opening and deposit...
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Lead Business Analyst
4 days ago
hong kong, Hong Kong SAR China ioTech Solutions Full timeLead Business Analyst (Wealth Management) Job Description: Key Areas of Responsibilities Responsible for business analysis and project management of Wealth Management (WM) systems/application Collect user requirements, perform analysis and propose suitable IT solutions Liaise with vendor to design and implement IT solutions and enhance in-house develop...
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Lead Business Analyst, Wealth Management, IT
6 days ago
hong kong, Hong Kong SAR China CLSA Full timeLead Business Analyst, Wealth Management, IT Join to apply for the Lead Business Analyst, Wealth Management, IT role at CLSA 1 week ago Be among the first 25 applicants Responsibilities Serve as a liaison between business stakeholders and the IT department, focusing on the analysis and implementation of technology solutions that meet the needs of the...
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Wealth Management Operation Officer
6 days 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 Management Operations Specialist
6 days ago
Hong Kong Island, Hong Kong SAR China Blackhorn Wealth Management Limited Full timeA leading asset management firm in Hong Kong is looking for a Wealth Management Operation Officer. This role focuses on supporting the Wealth Management business by handling operations and service requests. The ideal candidate will have a degree in a related field, strong proficiency in English and Chinese, as well as excellent interpersonal skills. A...
