Business Development Manager, Wealth Services
15 hours ago
We are seeking a seasoned Business Development Manager, Wealth Services to join our team at Bank Of China (Hong Kong) Limited. As a key member of our wealth management department, you will be responsible for identifying and developing long-term banking relationships with customers, championing one-stop personal banking services, and providing relevant financial products and services to meet their needs.
Key Responsibilities:- Champion the delivery of exceptional customer service by identifying and meeting the financial needs of existing and prospective customers.
- Develop and maintain a deep understanding of our customers' financial goals, risk tolerance, and investment objectives to provide tailored advice and solutions.
- Work closely with Branch Managers, District Managers, Investment Counselors, Wealth Coaches, and other key stakeholders to build healthy sales pipelines and drive business growth.
- Educate and train junior colleagues on wealth management strategies and best practices.
- Closely monitor compliance requirements and contribute to the bank's anti-money laundering efforts.
- University degree or equivalent in a related field, with qualifications in IIQE, HKSI & MPF, CFP CM preferred.
- Holders of CB Professional Qualifications and/or Awards preferred.
- Proven track record in managing and growing an assigned customer portfolio, with a minimum of 2 years' experience in retail banking products and services.
- Strong knowledge of full-fledged investment and insurance products, as well as corporate banking products and services.
- Excellent communication and interpersonal skills, with the ability to influence various stakeholders and drive business growth.
- Mature, independent, customer-focused, and pleasant, with a high level of adaptability and agility in a fast-paced environment.
- Good command of both verbal and written English and Chinese, with Putonghua a definite plus.
-
Business Development Manager
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full timeAbout Dah Sing Financial GroupCompany OverviewWe are a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through our extensive network of branches in Hong Kong, Macau and Mainland China.We pride ourselves on our values of caring, teamwork and progressiveness. We believe that everyone is unique and...
-
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeAbout Hang Seng Bank LimitedWe are committed to service excellence, focusing on personal wealth management and financial services through our one-stop wealth management initiatives. Our goal is to provide best-in-class products and services to over half of the adult population in Hong Kong.Job SummaryWe seek a high-caliber professional to manage...
-
Human Resources Business Partner Lead
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Fargo Wealth Group Limited Full timeCompany OverviewFargo Wealth Group Limited is a leading wealth management firm committed to providing exceptional investment services to our clients.
-
Wealth Management Professional
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeKey ResponsibilitiesDeliver the full range of wealth management and banking services to HSBC's high net worth individual clients, establishing and managing relationships to grow portfolio assets under management and revenue.Identify and leverage business development opportunities across HSBC's channels, network, and brand to pursue growth with a focus on...
-
Strategic Wealth Management Leader
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China AIA International Limited. Full timeAIA International Limited is driving an innovative movement to create a healthier, more sustainable future for everyone.About the RoleAs the Senior Principal /Associate Director of Life & Wealth Management Strategy team, you will be responsible for formulating wealth management propositions, driving business strategies, developing and executing sales &...
-
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeAbout the Role:We are seeking an experienced Customer Service Manager to join our team at Bank Of China (Hong Kong) Limited. As a key member of our customer service team, you will be responsible for handling customer enquiries and requests related to banking products and services.Key Responsibilities:Customer Enquiry Handling: Handle customer calls, emails,...
-
Executive Wealth Manager
1 day ago
Hong Kong, Central and Western District, Hong Kong SAR China DARMAX GLOBAL Full timeKey ResponsibilitiesWe are seeking an experienced and results-driven Executive Wealth Manager to join our team at DARMAX GLOBAL. In this role, you will be responsible for building and maintaining strong relationships with high-net-worth individuals and families, providing them with exceptional service and ensuring their financial goals are met.Client...
-
Wealth Management Strategist
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full timeAbout Dah Sing Financial GroupAt the forefront of Hong Kong's financial services landscape, our group has been dedicated to providing innovative solutions and exceptional customer experiences for over decades. As a pioneering force in banking, insurance, and related services, we continue to evolve and expand our reach through our extensive network of...
-
Wealth Management Professional
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeAbout UsCiti is a global leader in financial services, serving millions of people across hundreds of cities and countries every day. With over 200 years of experience, we provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions.Our ApproachWe take a unique approach to...
-
Wealth Management Professional
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China CICC Full timeAbout CICCCICC is a leading investment bank in China, providing innovative solutions to our clients.Job DescriptionThis role is responsible for fostering business relationships with high-net-worth individuals and their families, as well as corporates. The ideal candidate will possess excellent communication skills and be able to understand client needs and...
-
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeCiti Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The company has been providing a broad range of financial services and products to its clients for more than 200 years through its unparalleled global network.The Product Management Senior...
-
Financial Services Development Professional
15 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeAt Bank of China (Hong Kong) Limited, we are committed to providing exceptional service to our clients through a diverse range of channels and service platforms. Our Personal Banking and Wealth Management Department offers a comprehensive suite of financial, investment, and wealth management services to personal and small enterprise customers.About the...
-
Wealth Management Professional
1 day ago
Hong Kong, Central and Western District, Hong Kong SAR China CLSA Full timeAbout the RoleWe are seeking an experienced Wealth Management Professional to join our team as an Assistant Manager. In this role, you will be responsible for managing client relationships and delivering a wide range of private wealth management services to External Asset Management (EAM)/ Introducing Broker(IB) institutional clients.Key...
-
Strategic Client Manager
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeCiti OverviewAt Citi, we're committed to connecting people and businesses across the globe. With a history spanning over 200 years, our unparalleled global network enables us to provide a broad range of financial services and products to clients worldwide.Sales and Relationship BuildingWe're seeking a highly skilled Strategic Client Manager - Wealth...
-
Private Wealth Management Executive
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full timeAbout the RoleWe are seeking an exceptional Private Wealth Management Manager to join our team at Futu Securities International (Hong Kong) Limited. As a key member of our private banking division, you will be responsible for delivering high-quality services to our VIP clients.Key ResponsibilitiesEstablish and maintain strong relationships with clients to...
-
Wealth Management Expert
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full timeOur teams work one-on-one with high net worth individuals and families, as well as select institutions, including foundations and endowments. The New Private Wealth Advisor Development Framework allows new advisors to gain a comprehensive level of general knowledge and acquire specialized expertise within the team. As a trusted advisor, you will serve as a...
-
Strategic Account Manager
28 minutes ago
Hong Kong, Central and Western District, Hong Kong SAR China Talent Pro Recruitment Company Limited Full timeAt Talent Pro Recruitment Company Limited, we are seeking an experienced Retail Banking Relationship Manager to join our team.About the RoleThis is a fantastic opportunity for a results-driven professional to build and maintain strong relationships with assigned Chinese background customer portfolio. As a key player in our wealth management team, you will be...
-
Senior Private Wealth Manager
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeJob DescriptionAn exciting opportunity has arisen for a Senior Private Wealth Manager to join our team at Bank Of China (Hong Kong) Limited. As a key member of our private banking department, you will be responsible for providing exceptional service to high net worth clients and assisting investment consultants in analyzing market trends and preparing...
-
Global Wealth Management Expert
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Deutsche Bank Full timeCompany OverviewDeutsche Bank's IPB business is a leading wealth manager worldwide, offering clients a comprehensive range of traditional and alternative investment solutions. As a trusted partner for wealthy individuals and entrepreneurs, family offices, and foundations, we create lasting value through bespoke solutions. Our global network and close...
-
Strategic Business Development Manager
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeCompany OverviewHang Seng Bank Limited is a leading financial institution in Hong Kong, committed to delivering exceptional service excellence and innovative solutions to our customers. With a rich history dating back to 1967, we have established ourselves as a trusted partner for individuals, businesses, and institutions alike.Job DescriptionWe are seeking...