Current jobs related to Executive Director of Wealth Management - Hong Kong Island - Synergy Financial Organization

  • Executive Director, Private Wealth Management

    3 hours ago

    Hong Kong, Central and Western District, Hong Kong SAR China Standard Chartered Full time

    About the RoleWe are seeking an experienced Executive Director, Private Wealth Management to join our team in Hong Kong. As a key member of our Wealth Planning and Family Advisory team, you will be responsible for developing and executing strategies to drive business growth, deepen client relationships, and deliver exceptional customer experiences.The...

  • Executive Director

    4 days ago

    Hong Kong Island, Hong Kong SAR China Fargo Wealth Group Full time

    **About Fargo Wealth Group**Fargo Wealth Group is a leading financial institution in the Asia Pacific region. Founded in 2014, we have established ourselves as a trusted partner for multi-family offices, external asset managers, securities houses, and private banks.We are committed to delivering exceptional services to our clients, leveraging our advanced...

  • Regional Wealth Management Director

    3 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Polymath Search Full time

    Job DescriptionThe Regional Wealth Management Director will be responsible for developing business strategies focused on wealth managers, leveraging their extensive knowledge in private markets and alternatives products. This role requires strong academic background, over 16 years of experience in asset or wealth management, and proven track record in client...

  • Directors for Private Wealth Management

    3 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full time

    Ateca Consulting is seeking a seasoned Director to lead our private banking team in Hong Kong.This is an exciting opportunity for the right candidate to join a prestigious global private bank and take advantage of a unique compensation structure.As a member of our team, you will have the chance to work with high-net-worth clients and deliver tailored wealth...

  • Executive Director, Wealth Management Sales

    3 days ago

    Hong Kong Island, Hong Kong SAR China BOCOM International Full time

    Job Overview">">The successful candidate will be responsible for expanding the client base and sales opportunities of BOCOM International's wealth management business to achieve the department's revenue target.">">Key Responsibilities">">Market and explore various client resources, mainly including high net worth individuals, corporate clients, listed...

  • Executive Director, Wealth Management

    6 days ago

    Hong Kong Island, Hong Kong SAR China International Executive Service Corps Full time

    **About the Role**We are seeking a highly skilled Relationship Manager, Private Banking to join our team at International Executive Service Corps.As a key member of our Private Banking Division, you will be responsible for building and maintaining strong relationships with high net worth individuals and families. Your primary goal will be to identify...

  • Wealth Management Professional

    3 hours ago

    Hong Kong, Central and Western District, Hong Kong SAR China Bank of China Full time

    Job Overview:As a Wealth Management Professional, you will assist in analyzing market trends and preparing investment proposals. This role is ideal for individuals who want to develop their skills in private banking and wealth management.Key Responsibilities:Support Investment Consultants in researching market trends and developing investment...

  • Treasury Management Associate

    6 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Wealth Management Cube Ltd Full time

    Wealth Management Cube Ltd seeks a skilled Asset Settlement Professional to join their Finance team. The successful candidate will be responsible for:Managing client money transactions, including deposits, withdrawals, FX, and internal transfersEnsuring timely and accurate funds settlementCollecting and processing feesMonitoring transaction compliance and...

  • Wealth Management Consultant

    5 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full time

    Our CommitmentAs a trusted partner to leading private banks, family offices, law and tax advisory firms, we offer bespoke wealth planning solutions to high net worth individuals globally. With over 40 years of experience, we have established ourselves as a premier insurance broker, specializing in procuring insurance products for our clients.We prioritize...

  • Wealth Strategy Director

    3 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Prudential Hong Kong Limited Full time

    At Prudential, we are seeking a highly experienced leader to spearhead the development of our wealth strategy and proposition. The ideal candidate will have a proven track record in managing global businesses and driving growth in affluent markets.The successful candidate will be responsible for leading the formulation of our wealth strategy and setting up a...

  • Executive Director, Investment Services

    3 days ago

    Hong Kong Island, Hong Kong SAR China ZA Full time

    Executive Director, Investment ServicesWe are seeking an Executive Director to lead our investment services team.Develop and execute demand generation strategies to expand our user base and increase trader activity.Lead the development of creative briefs and direction to meet objectives for all advertising and public-facing communications.Manage complex...

  • Wealth Management Executive

    3 hours ago

    Hong Kong, Central and Western District, Hong Kong SAR China CLSA Full time

    Job DescriptionAs a Dealing Manager, Wealth Management at CLSA, you will be responsible for handling client enquiries on execution-related matters such as margin requirements, account balances, margin calls, and forced selling. This involves providing daily execution and OTC services to clients while supporting sales and sales traders with accurate and...

  • Wealth Management Director

    7 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China AIA Hong Kong and Macau Full time

    About AIA Hong Kong and Macau Associate Wealth Management Director - Are you passionate about financial planning and ready to take your career to the next level?We're looking for individuals who are self-driven, resilient, and results-oriented. With at least a high school diploma (related experience is a bonus), you'll excel in communication and...

  • Director of Client Acquisition

    4 days ago

    Hong Kong Island, Hong Kong SAR China Fargo Wealth Group Full time

    **Job Requirements:**We are seeking an experienced professional to join our team as a Director of Client Acquisition. The successful candidate will be responsible for developing and executing sales strategies to acquire new clients and deepen existing relationships.Key Responsibilities:Develop and execute sales plans to achieve revenue targets.Build and...

  • Executive Director Private Wealth

    1 day ago

    Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full time

    **Job Description:**We are seeking ED/MD-level Private Bankers to join our Hong Kong office. As a Senior Private Banking Leader, you will be responsible for managing $300M+ portfolios for HNW/UHNW clients, delivering tailored wealth solutions and driving growth.

  • Asset Settlement Professional

    6 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Wealth Management Cube Ltd Full time

    As a Financial Operations Specialist at Wealth Management Cube Ltd, you will be responsible for:Managing client money transactions, including deposits, withdrawals, FX, and internal transfersEnsuring timely and accurate funds settlementCollecting and processing feesMonitoring transaction compliance and riskMaintaining daily reconciliationsConfirming fund...

  • Fund Administration Officer

    6 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Wealth Management Cube Ltd Full time

    The role of the Account and Settlement Officer at Wealth Management Cube Ltd involves handling daily client money transactions, ensuring timely funds settlement, collecting fees, managing transaction compliance, maintaining daily reconciliations, confirming fund transfers, and performing ad-hoc duties.Key responsibilities include:Client money management:...

  • Head of Wealth Management

    2 days ago

    Hong Kong Island, Hong Kong SAR China Private Bank Full time

    About Our Ideal CandidateWe are seeking a seasoned executive with a strong background in private banking, a proven track record of driving revenue growth, and excellent leadership skills. The successful candidate will have a deep understanding of the private banking landscape and the ability to develop and execute a sales strategy that drives revenue growth...

  • Wealth Management Professional

    7 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China CCB International (Holdings) Limited Full time

    Wealth Investment Services OpportunityElevate your career as a Vice President/Associate Director in our Wealth Investment Services team.About the Position:Create customized investment plans to cater to clients' needs and risk profiles.Nurture long-term partnerships with clients via regular updates and clear communication.Promote a range of financial...

  • Settlement Operations Manager

    3 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Wealth Management Cube Ltd Full time

    Wealth Management Cube Ltd provides innovative financial solutions in Hong Kong through its licensed corporation (CE No. BEC913). As a key player in the market, we seek an experienced Settlement Operations Manager to lead our Finance team.Core Responsibilities:Oversee daily client transaction processing, ensuring accuracy and timelinessCoordinate funds...

Executive Director of Wealth Management

1 week ago

Hong Kong Island, Hong Kong SAR China Synergy Financial Organization Full time
Job Overview

We are seeking an accomplished Senior Unit Manager to lead our wealth management team at Synergy Financial Organisation.

About the Role:

  • Lead a high-performing team of professionals in delivering comprehensive wealth management services.
  • Collaborate with cross-functional teams to develop and implement business strategies.
  • Build and maintain strong relationships with customers, identifying and addressing their needs.

Key Requirements:

  • Bachelor's degree or above in any discipline.
  • Proven track record of leadership and management experience.
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.

What We Offer:

  • Competitive salary range: HK$30,000 - HK$60,000 per month.
  • Performance-based bonuses and year-end bonuses.
  • Opportunities for career growth and development.