Wealth Management Relationship Specialist

5 days ago


Hong Kong, Central and Western District, Hong Kong SAR China ACCA Careers Full time

Company Overview

">
  • We work with top-tier Chinese private banks, mid-scale private banks, and EAM clients.

Job Responsibilities

  • Build and maintain strong business relationships with Private Banking clients.
  • Develop and implement tailored banking solutions to meet clients' needs.
  • Monitor and manage clients' portfolios to achieve optimal returns.
  • Analyze market trends and provide actionable insights to clients.
  • Collaborate with internal teams to ensure seamless execution of trading orders.

Key Requirements

  • Relevant degree in finance, economics, or a related field.
  • At least 3 years of experience in private banking or wealth management.
  • Excellent communication and interpersonal skills.
  • Proficiency in English and Mandarin languages.
  • Professional certifications such as ECF-RWM, CPWP, CFMP, FRM, CPA, and CB are an asset.

  • Relationship Manager

    14 hours ago


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

    Senior Relationship Manager - Premier WealthWe are looking for an experienced Relationship Manager - Premier Wealth to join our team. As a key member of our Premier Banking team, you will be responsible for managing complex client relationships, developing and executing strategies to drive business growth, and delivering exceptional customer experiences....


  • Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full time

    Job DescriptionWe are seeking a highly skilled Wealth Management Specialist to join our team. In this role, you will be responsible for serving as the liaison between clients and our team, providing top-notch support and ensuring seamless communication.Key ResponsibilitiesAct as the primary point of contact for clients, addressing inquiries and concerns in a...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    About 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...


  • Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time

    Business OverviewDBS Bank (Hong Kong) Limited offers a comprehensive suite of banking services tailored to meet the distinct needs of high net worth individuals. Our Private Banking division is dedicated to delivering exceptional wealth management solutions, coupled with strategic partnerships and a network of specialists.We strive to build long-term...


  • Hong Kong, Central and Western District, Hong Kong SAR China Fosun Wealth Holdings Full time

    Product Director(Asset Management) Job SummaryFosun Wealth Holdings is seeking an experienced Product Director(Asset Management) to lead the development and execution of our asset management product strategy.Key Responsibilities:Developing and executing the overall product roadmap for asset management.Designing and launching new fund products that meet...


  • Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full time

    Job Description:We are seeking a skilled Wealth Management Professional to join our team. As a key member of our wealth management group, you will be responsible for serving as the liaison for clients regarding inquiries and providing team support.Your responsibilities will include analyzing and monitoring client portfolios, assisting with other aspects of...


  • Hong Kong, Central and Western District, Hong Kong SAR China OCBC Full time

    Job DescriptionAs a Premier Banking Relationship Specialist, you will play a key role in driving business growth and delivering exceptional customer experiences. Your primary responsibilities will include working closely with Business Development Managers to identify new business opportunities, ensuring smooth handovers and partnerships that enhance customer...


  • Hong Kong, Central and Western District, Hong Kong SAR China China CITIC Bank International Limited Full time

    **Job Overview**As an Elite Relationship Banking Specialist at China CITIC Bank International Limited, you will be responsible for building and maintaining high-value relationships with clients, providing tailored solutions to meet their investment needs.About the Role:You will work closely with clients to understand their financial goals and objectives,...


  • Hong Kong, Central and Western District, Hong Kong SAR China One Paramount Recruitment Limited Full time

    About the Role">We are seeking a highly skilled Wealth Management Professional to join our team as a High Net Worth Client Specialist in Greater China. In this key role, you will be responsible for developing and executing comprehensive business plans to identify, acquire, and manage high net worth clients.">Key Responsibilities">">Business Development:...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank of Communications (Hong Kong) Limited Full time

    About the RoleThe Investment Portfolio Specialist will be responsible for delivering comprehensive wealth management services to high-net-worth individuals and families. This involves developing a deep understanding of clients' financial objectives and preferences, and providing customized investment recommendations to achieve their goals.Key...


  • Hong Kong, Central and Western District, Hong Kong SAR China Lululemon Athletica Full time

    Key ResponsibilitiesAs a Health & Wealth Specialist, you will be responsible for:Providing comprehensive administration support to the Senior Health & Wealth Manager, ensuring seamless execution of business priorities.Owning day-to-day benefits management within market, including vendor liaison, invoice processing, and tax reporting.Administering retail...


  • Hong Kong, Central and Western District, Hong Kong SAR China iCapital Full time

    iCapital's innovative financial technology platform has revolutionized the way advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.We are seeking a highly skilled Client Delivery Specialist Associate to join our Data Solutions team in Hong Kong. This...


  • Hong Kong, Central and Western District, Hong Kong SAR China Talent Pro Recruitment Company Limited Full time

    At 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...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank of Communications (Hong Kong) Limited Full time

    Job ResponsibilitiesDeliver a comprehensive suite of wealth management services to a designated portfolio of high-net-worth clients, encompassing investment advisory, portfolio management, and financial planning.Pursue business growth opportunities by identifying and developing relationships with potential customers in the market.To qualify for this role,...


  • Hong Kong, Central and Western District, Hong Kong SAR China LCA Solutions Limited Full time

    Experience the Excitement of Family Office Wealth ManagementLCA Solutions Limited is a leading provider of wealth management solutions, offering a unique opportunity for skilled professionals to grow their careers and expand their services. As a seasoned Relationship Manager / Private Banker, you will be responsible for servicing high net worth individuals...


  • Hong Kong, Central and Western District, Hong Kong SAR China DARMAX GLOBAL Full time

    Key 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...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank of Communications (Hong Kong) Limited Full time

    Job SummaryWe are seeking a skilled and experienced Strategic Relationship Manager to join our team at the Bank of Communications (Hong Kong) Limited. As a key member of our wealth management division, you will be responsible for providing full-range wealth management services to high-net-worth clients.Key ResponsibilitiesDevelop and maintain strong...


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

    About 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...


  • Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time

    About DBS Bank (Hong Kong) LimitedAs a leading bank in Asia, DBS Bank (Hong Kong) Limited is uniquely positioned to help our customers achieve their goals and aspirations. With a comprehensive range of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans, we provide tailored solutions to meet the...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    Job Description:Become a part of our Private Banking team at Bank Of China (Hong Kong) Limited, where you will have the opportunity to work closely with experienced investment consultants and develop your skills in wealth management.Key Responsibilities:Assist senior colleagues in analyzing market trends and preparing comprehensive investment proposals that...