Private Wealth Management Specialist
3 weeks ago
Noah International 諾亞國際 is seeking a highly skilled Private Wealth Management Operation professional to join our team.
Key Responsibilities:- To ensure accurate updates on cash and securities positions and reconciliations in-house and vendor systems comply with local regulations.
- To monitor and enhance trading processes as required.
- To support projects and assist in project management when necessary.
- To communicate and liaise with key internal and external stakeholders on urgent matters.
- To investigate and assist in rectifying potential overdrafts.
- To serve as the primary contact point for operational issues related to fund distribution.
- To provide support in overseas offices for operations matters.
- Bachelor's degree in commerce, banking, finance, or business administration.
- At least 10 years of hands-on wealth operations experience.
- Ability to interact with all levels of staff and management.
- Strong analytical skills and high attention to detail.
- Proficiency in Microsoft Suite.
- Excellent communication skills in English, Mandarin, and Chinese.
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Client Onboarding Specialist
3 weeks 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...
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Senior KYC Specialist
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Indosuez Wealth Management Full timeJob SummaryWe are seeking a highly skilled and experienced professional to join our team as a Senior KYC 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 ResponsibilitiesConduct thorough KYC reviews of new private banking clients to ensure compliance...
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Wealth Management Team Lead
17 hours 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...
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Senior Client Onboarding Specialist
1 week 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...
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Client Onboarding Specialist
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Indosuez Wealth Management Full timeJob SummaryPosition OverviewWe are seeking a highly skilled Client Onboarding Specialist to join our team at Indosuez Wealth Management. As a key member of our Client Middle Office, you will be responsible for handling KYC reviews and other client onboarding matters.Key ResponsibilitiesConduct thorough KYC reviews to ensure compliance with regulatory and...
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Vice President
5 days 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...
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APAC Graduate Programme in Wealth Management
2 days 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...
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Private Banker
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeAbout the RoleCiti is seeking a highly skilled and experienced Private Banker to join our team in Hong Kong. As a Private Banker, you will be responsible for building and maintaining relationships with high net worth individuals and families, providing them with tailored financial solutions and advice to help them achieve their financial goals.Key...
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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...
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Client Onboarding Manager
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Indosuez Wealth Management Full time**Job Summary**Indosuez Wealth Management is seeking a highly skilled Client Onboarding Manager to join our team in Hong Kong. As a key member of our Middle Office, you will be responsible for ensuring the smooth onboarding of new private banking clients, while maintaining the highest standards of compliance and risk management.**Key...
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Private Wealth Management Professional
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full timeJob SummaryFutu Securities International (Hong Kong) Limited is seeking a highly skilled Private Wealth Management Manager to join our team. As a key member of our private wealth management team, you will be responsible for building and maintaining strong relationships with our high net worth clients, providing personalized investment advice and portfolio...
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Client Onboarding Manager
1 month 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...
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Private Wealth Management Professional
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full timeJob SummaryWe are seeking a highly skilled Private Wealth Management Manager to join our team at Futu Securities International (Hong Kong) Limited. As a key member of our private banking team, you will be responsible for building and maintaining strong relationships with our high net worth clients, providing personalized investment advice and portfolio...
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Wealth Insurance Specialist
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeJob SummaryDBS Bank (Hong Kong) Limited is seeking a skilled Wealth Insurance Specialist to join our Private Banking team. As a key member of our team, you will be responsible for driving and delivering sales of Bancassurance products through close collaboration with Treasure Private Client Relationship Managers. You will also be responsible for the...
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Recruitment Specialist, Wealth Management
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China UBS Full timeAbout the RoleWe are seeking a skilled Recruitment Specialist to join our team in Hong Kong. As a key member of our Strategic Recruitment team, you will be responsible for identifying and pipeline Client Advisor candidates for hiring.Your Key ResponsibilitiesPartner with Strategic Recruiters to identify and pipeline Client Advisor candidates for hiringRun...
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Hong Kong, Central and Western District, Hong Kong SAR China King Deux Search & Consulting Full timeAbout King Deux Search & ConsultingWe are a specialized executive search firm that offers bespoke talent solutions across financial services and commerce. Our commitment is to not only find the right opportunity for our candidates but also leave a lasting legacy that extends beyond the hiring process.About the ClientWe are partnering with a unique private...
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Wealth Management Specialist
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Value Search Asia Full timeJob Title: Family Wealth AdvisorValue Search Asia is seeking a highly skilled and experienced Family Wealth Advisor to join our team.About the RoleWe are looking for a seasoned professional with a strong background in private banking, multi-family offices, or wealth management to provide comprehensive wealth and investment advice to ultra-high-net-worth...
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Wealth Investment Product Specialist
3 weeks 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...
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Wealth Investment Product Specialist
1 month 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...
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Wealth Investment Product Specialist
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeUnlock Your Potential in Wealth InvestmentHSBC is seeking a high-calibre professional to join our team as a Wealth Investment Product Expert. As a key member of our Wealth and Personal Banking team, you will play a critical role in delivering exceptional wealth management solutions to our clients.Key Responsibilities:Provide technical coaching and skills...