Current jobs related to Wealth Management Specialist - Hong Kong, Central and Western District - Independent Resourcing Consultancy Ltd
-
APAC Graduate Programme in Wealth Management
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full timeJoin BNP Paribas Wealth Management in Hong KongWe are seeking a talented and motivated individual to join our Wealth Management team in Hong Kong as an Investments Services Analyst. This is a unique opportunity to develop your skills and knowledge in investment products and services, and to contribute to the success of our business.About the RoleAs an...
-
Senior Client Onboarding Specialist
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Indosuez Wealth Management Full timeJob Summary:We are seeking a highly skilled and experienced professional to join our Client Middle Office team as a Client Onboarding Specialist. In this role, you will be responsible for handling KYC reviews of new private banking clients and other issues related to client onboarding.Key Responsibilities:Conduct thorough KYC reviews of new clients to ensure...
-
Senior Client Onboarding Specialist
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Indosuez Wealth Management Full timeJob DescriptionWe are seeking a highly skilled and experienced professional to join our Client Middle Office team as a Client Onboarding Specialist. In this role, you will be responsible for handling the Know Your Customer (KYC) review of new private banking clients and other issues related to client onboarding.Key Responsibilities:Handle all matters related...
-
Wealth Management Team Head
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full timeAbout BNP Paribas Wealth ManagementBNP Paribas Wealth Management is a leading international financial institution with a presence in 14 markets across Asia Pacific. With over 15,000 employees, we provide a wide range of financial services to corporates, institutional, and private investors.Job PurposeThe Team Head, Relationship Management, Wealth Management...
-
Client Onboarding Specialist
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China Indosuez Wealth Management Full timeJob Summary:We are seeking a skilled professional to join our team as a Client Onboarding Specialist in our Client Middle Office. As a key member of our team, you will be responsible for handling KYC reviews and other client onboarding matters.Key Responsibilities:Conduct thorough KYC reviews of new private banking clients to ensure compliance with...
-
Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full timeJob SummaryWe are seeking a skilled Senior Relationship Manager, Wealth Management to join our team at BNP Paribas Wealth Management. The successful candidate will be responsible for identifying, originating, developing, and maintaining high-value client relationships in an advisory capacity.Key ResponsibilitiesContribute to the team's performance, achieving...
-
Wealth Management Team Lead
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full timeAbout BNP Paribas Wealth ManagementBNP Paribas Wealth Management is a leading international financial institution with a presence in 14 markets across Asia Pacific. With over 15,000 employees, we provide a wide range of financial services to corporates, institutional, and private investors.Job PurposeThe successful candidate will be responsible for leading a...
-
Senior Client Onboarding Specialist
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Indosuez Wealth Management Full timeJob DescriptionRole OverviewWe are seeking a highly skilled Senior Client Onboarding Specialist to join our team at Indosuez Wealth Management. As a key member of our Middle Office, you will be responsible for handling KYC reviews of new private banking clients and other issues related to client onboarding.Key ResponsibilitiesPerform account opening...
-
Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full timeJob DescriptionBNP Paribas Wealth Management is seeking a Senior Investment Counselor to provide holistic investment advice to clients. The ideal candidate will have at least 10 years of experience in portfolio management and a strong understanding of financial markets.Key ResponsibilitiesProvide investment advice to clients based on their risk profile and...
-
Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full timeAbout BNP Paribas Wealth ManagementAs a leading European Union bank and one of the world's largest financial institutions, BNP Paribas offers a wide range of financial services for corporate, institutional, and private investors. Our wealth management division provides expert advice and tailored solutions to help clients achieve their financial goals.Job...
-
Wealth Management Specialist
3 days 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...
-
Client Onboarding Manager
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China Indosuez Wealth Management Full timeAbout the Role:Indosuez Wealth Management is seeking a highly skilled Client Onboarding Manager to join our team. As a key member of our Middle Office, you will be responsible for ensuring the smooth onboarding of new private banking clients.Key Responsibilities:Manage the client onboarding process, including KYC/ CDD/ CRA reviews, to ensure compliance with...
-
Wealth Management Specialist
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China CICC Full timeJob Title: Wealth ManagementJob Summary:CICC is seeking a highly motivated and experienced Wealth Management professional to join our team. As a Wealth Management specialist, you will be responsible for developing and maintaining business relationships with high-net-worth individuals, their families, and corporate clients.Key Responsibilities:Develop and...
-
IT Infrastructure Specialist
1 week 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,...
-
FX Specialist
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeAbout Hang Seng BankHang Seng Bank is a leading financial institution in Hong Kong, committed to delivering exceptional service excellence and providing best-in-class products and services to our customers.Our VisionWe strive to be the bank of choice for our customers, employees, and shareholders, by fostering a dynamic and inclusive work environment that...
-
Wealth Investment Product Specialist
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeUnlock Your Potential in Wealth ManagementHSBC is seeking a high-calibre professional to join our Wealth and Personal Banking team as a Wealth Investment Product Expert.As a Wealth Investment Product Expert, you will be a subject matter expert on Wealth Investment Solutions, providing market updates to support Premier Relationship Managers in exploring...
-
Wealth Investment Product Specialist
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeJob Title: Wealth Investment Product ExpertHSBC is seeking a high-calibre professional to join our team as a Wealth Investment Product Expert.About the RoleAs a Wealth Investment Product Expert, you will be a subject matter expert on Wealth Investment Solutions, providing market updates to support Premier Relationship Managers exploring wealth investment...
-
Wealth Investment Product Specialist
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeAbout the RoleWe are seeking a highly skilled and experienced Wealth Investment Product Expert to join our team at HSBC. As a key member of our Wealth and Personal Banking division, you will play a critical role in providing expert advice and guidance to our customers on investment products and solutions.Key ResponsibilitiesTechnical Coaching and...
-
Vice President
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Brookfield Asset Management, Inc Full timeJob Title: Vice President - Asset Management - Private Wealth Sales, Greater ChinaJob Summary:We are seeking an experienced Vice President to join our Asset Management team in Greater China. The successful candidate will be responsible for driving wealth management sales across the region, including Hong Kong, Taiwan, and China. The role will involve...
-
Vice President
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Brookfield Asset Management, Inc Full timeJob Title:Vice President - Asset Management - Private Wealth Sales, Greater ChinaJob Summary:We are seeking an experienced Vice President to join our Brookfield Asset Management team in Hong Kong. The successful candidate will be responsible for driving wealth management sales across Greater China, including Hong Kong, Taiwan, and China onshore. The role...
Wealth Management Specialist
2 months ago
We are seeking an experienced and certified Independent Financial Advisor to join our team at Independent Resourcing Consultancy Ltd in Hong Kong.
The selected candidate will be entrusted with providing specialized financial guidance to clients, aiding them in achieving their financial aspirations and strengthening their financial security.
This opportunity offers the following highlights:
- Collaborate with a prestigious and globally recognized Wealth Management firm.
- Deliver expert financial advice to a diverse client base, assisting them in reaching their financial goals and securing their financial futures.
- Utilize your expertise and qualifications, such as CFP, CFA, or other relevant certifications.
- Engage in a collaborative and supportive work environment that fosters professional growth and development.
- Competitive compensation package offered by our client.
- Assume a key role in establishing and nurturing client relationships, conducting financial assessments, and devising personalized financial plans.
- Cultivate and maintain strong client relationships while providing expert financial advice and direction.
- Conduct thorough financial evaluations of clients current financial status and future objectives.
- Develop tailored financial plans for clients, encompassing investment, retirement, and tax planning strategies.
- Monitor clients financial progress and make adjustments to plans when necessary.
- Stay updated on industry trends and regulations to ensure compliance and deliver optimal service to clients.
- Possess a minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
- Hold prestigious certifications like CFP, CFA, or other relevant qualifications.
- Bring along a transferable client base and Assets Under Management (AUM).
- Demonstrate exceptional communication skills and adept interpersonal abilities.
- Showcase strong analytical and problem-solving capabilities.
- Exhibit the ability to work independently as well as within a team.
