Senior Wealth Management Specialist
1 month ago
About Dah Sing Group
The Dah Sing Group is a leading financial services group in Hong Kong, offering banking, insurance, and other related services through its network. Our values are caring, teamwork, and progressiveness. We believe in individual growth and a sense of pride in our work environment.
We are seeking a Wealth Management Sales Executive to join our team in Hong Kong. As a key member, you will be responsible for providing exceptional service to our High Net Worth clients, satisfying their wealth management needs.
Key Responsibilities:
- Meet and exceed sales targets assigned by the management.
- Evaluate customers' financial needs and recommend suitable wealth management products.
- Acquire new High Net Worth clients through proactive sales efforts.
- Develop and maintain strong relationships with existing clients, increasing their portfolio and share of wallet.
- Provide professional service in selling wealth management products, adhering to sales process guidelines.
- Offer excellent service quality to High Net Worth clients, maintaining disciplined customer contacts.
- Collaborate with product specialists to provide services to High Net Worth clients.
- Ensure operational procedures are conducted in a compliant manner, following the Bank's policy and procedures.
- Degree holder.
- Minimum 2 years' experience in selling wealth management products to High Net Worth clients.
- Professional licensing qualifications as required by local regulatory bodies.
- Comprehensive knowledge of portfolio management and financial markets.
- Sound compliance knowledge related to investment products sales.
- Excellent interpersonal and communication skills.
- Good command of both written and spoken English and Chinese.
Please note that only shortlisted candidates will be notified.
-
Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full timeJob DescriptionAs a Marketing Officer in the Wealth Management division of BNP Paribas, you will play a vital role in supporting the team in executing various marketing, communication, and engagement initiatives.Key ResponsibilitiesDrive engaging content development to enhance client experienceDevelop and maintain client-friendly marketing materials,...
-
Senior Wealth Management Specialist
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Royal Bank of Canada> Full timeWe are seeking a Senior Wealth Management Specialist to join our team in Hong Kong. This is a full-time position that requires strong analytical and communication skills.The ideal candidate will have at least 5 years of experience in wealth management, preferably with experience in middle office. They should be able to review and approve all risk accounts,...
-
Client Onboarding Specialist
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Indosuez Wealth Management Full timeOverviewWe are seeking a highly skilled Client Onboarding Specialist to join our team at Indosuez Wealth Management.About the RoleThis is a key position responsible for ensuring compliance with regulatory requirements and internal policies during the client onboarding process.Main Responsibilities:Conduct thorough KYC/CDD/CRA reviews to verify client...
-
Senior Wealth Management Specialist
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeCiti is a leading global bank that provides a wide range of financial services to individuals, corporations, governments, and institutions. As a Senior Wealth Management Specialist in Hong Kong, you will have the opportunity to work with our team of experienced professionals to deliver high-quality investment solutions to our clients.**Job Description**
-
Senior Wealth Management Specialist
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Click and Connect Online Limited Full timeAt Click and Connect Online Limited, we are seeking a highly experienced and qualified Senior Wealth Management Specialist to join our dynamic team in Hong Kong.The ideal candidate will possess a minimum of 5 years of experience as a Financial Advisor in the wealth management industry, with a strong track record of delivering exceptional results for...
-
Senior Wealth Management Specialist
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Gentleman Capital Limited Full timeGentleman Capital Limited seeks a Senior Wealth Management Specialist to join our team in Hong Kong. As an Investment Consultant, you will be responsible for providing comprehensive investment services to our high-net-worth clients.Job DescriptionYou will analyze client portfolios and provide tailored investment recommendations based on their risk tolerance...
-
Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full timeAbout BNP Paribas Wealth ManagementWe are a leading European Union bank with an uninterrupted presence in the region since 1860. Our company offers a wide range of financial services for corporate, institutional and private investors.Our Commitment to Diversity and InclusionWe passionately embrace diversity and foster an inclusive workplace where all...
-
Senior Wealth Management Specialist
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Frontier Financial Group Limited Full timeJob Description:We are seeking a highly skilled and experienced Senior Wealth Management Specialist to join our team at Frontier Financial Group Limited.About the Role:The successful candidate will be responsible for providing exceptional wealth management services to high-net-worth clients, building long-term relationships, and exploring new business...
-
Wealth Management Specialist
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Full timeWealth Management SpecialistAt Goldman Sachs, we are committed to helping our clients achieve their financial goals. As a Wealth Management Specialist, you will play a key role in providing comprehensive wealth management plans for high net worth individuals and families.Key Responsibilities:Develop and implement customized wealth management plans for...
-
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeUnlock a world of opportunities with HSBC, a global banking leader that helps individuals, families, businesses, and investors achieve their financial goals.We are seeking a high-calibre professional to join our team as a Senior Wealth Management and Premier Relationship Specialist in Hong Kong. Located at the heart of Asia's financial hub, our team is...
-
Senior HNW Wealth Manager
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Selby Jennings Full timeAbout Selby JenningsWe are a leading financial services recruitment firm with a strong presence in Asia.Job OverviewThis is an exciting opportunity to join our team as a Senior HNW Wealth Manager and take on a challenging role that requires expertise in wealth planning and management.Key ResponsibilitiesThe successful candidate will be responsible for...
-
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeWe are seeking a highly skilled and experienced Senior Wealth Management Product Development Specialist to join our team at Bank Of China (Hong Kong) Limited. As a key member of our product development team, you will be responsible for leading the end-to-end product development process, from ideation to launch, ensuring timely and successful delivery.Key...
-
Senior Wealth Management Professional
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full timeAbout Dah Sing Financial GroupThe Dah Sing Financial Group is a leading financial services provider in Hong Kong, offering a wide range of banking and insurance products through its extensive network of over 70 branches in Hong Kong, Macau, and Mainland China. Our core values include caring, teamwork, and progressiveness, which we believe are essential for...
-
Wealth Management Specialist
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeCompany OverviewHSBC is a global banking and financial services organization that provides a wide range of products and services to individuals and businesses. With a presence in over 80 countries, we are one of the largest banking and financial services organizations in the world.SalaryThe estimated annual salary for this role is HK$250,000 - HK$400,000...
-
IT Infrastructure Specialist
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China Fargo Wealth Group Limited Full timeAbout This Role:Fargo Wealth Group Limited is seeking a highly skilled IT Specialist to join our team. As an IT Specialist, you will be responsible for managing the company’s IT operations, including network communication, server and data center management, data storage and backup, hardware and software setup and maintenance, office and desktop operations,...
-
Strategic Wealth Management Specialist
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeAbout This RoleWe are seeking a Strategic Wealth Management Specialist to join our team at Bank of China (Hong Kong) Limited.This is a full-time position that offers a competitive salary and benefits package.
-
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeAbout the RoleWe are seeking an experienced Senior Account Onboarding Specialist to join our Wealth Management Operations team in Hong Kong. The successful candidate will play a key role in ensuring seamless account onboarding experiences for our clients.Key Responsibilities:Support the onboarding of wealth accounts and facilitate daily processing...
-
Strategic Asset Manager
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Brookfield Asset Management, Inc Full timeCompany OverviewBrookfield Asset Management, Inc. is a leading global alternative asset manager with a 100+ year history of owning and operating real assets and related businesses.In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments.Together,...
-
Wealth Management Solutions Specialist
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Gravitas Recruitment Group Full timeGravitas Recruitment Group is an esteemed financial services firm specializing in comprehensive wealth management solutions. With a strong emphasis on client satisfaction, we offer personalized financial, asset, and risk management advice.We are seeking a talented Wealth Management Solutions Specialist to join our business team. This individual will be...
-
Senior Banking Professional
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Be Myjob Company Limited Full timeBe Myjob Company Limited is a leading financial institution seeking a highly skilled Senior Banking Professional to join our Private Wealth Management team.About the RoleWe are looking for an experienced professional with a proven track record in providing bespoke wealth management solutions to high net worth individuals. As a Senior Banking Professional,...