Senior Wealth Strategist

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China Gravitas Recruitment Group Full time
Gravitas Recruitment Group Business Development Manager Opportunity

We are seeking a seasoned Business Development Manager to deliver personalized wealth management solutions to high net worth clients.

  • The ideal candidate will possess a strong understanding of financial markets and be able to provide tailored investment advice to clients.

In this role, you will be responsible for fostering relationships with existing clients and identifying new business opportunities to drive revenue growth.

  • Key responsibilities include:
  1. Delivering financial and wealth management solutions to meet client needs.
  2. Maintaining up-to-date knowledge of relevant legislation and regulations affecting the industry.
  3. Providing expert guidance on financial planning, asset management, and risk assessment.

To succeed in this role, you will require:

  • IA and/or SFC licenses.
  • At least 5 years of experience in financial or insurance institutions.
  • Excellent written and verbal communication skills.
  • Sales-oriented, self-motivated, and independent individuals who can work effectively in a team environment.

Estimated Salary Range: HK$120,000 - HK$180,000 per annum, depending on experience.

About Gravitas Recruitment Group

Gravitas Recruitment Group is a leading recruitment agency specializing in financial services. We pride ourselves on our expertise and ability to match talented professionals with top companies in the industry.



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

    At HSBC Private Bank, we're committed to providing exceptional wealth solutions to our clients.We're seeking a high-calibre professional to join our team as a Digital Wealth Strategist.About the RoleSUPPORT THE IMPLEMENTATION OF OUR STRATEGIC WEALTH PLATFORM BY WORKING CLOSELY WITH LOCAL AND GLOBAL TEAMS TO DELIVER PRODUCTS/FEATURES THAT DELIGHT USERS AND...


  • Hong Kong, Central and Western District, Hong Kong SAR China CMB International Capital Corporation Limited Full time

    Job OverviewCMB International Capital Corporation Limited is seeking a highly skilled Senior Portfolio Strategist to join our team. As a key member of our Private Wealth Management department, you will play a crucial role in delivering exceptional service to our clients.


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

    About the RoleWe are seeking a highly skilled International Wealth Strategist to join our team at CICC. This is an exciting opportunity for a talented professional to develop and execute international business development strategies, identify new market opportunities, and establish relationships with overseas financial institutions and partners.Key...


  • Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full time

    About the RoleFutu Securities International (Hong Kong) Limited is seeking a seasoned Wealth Management Strategist to join our team in Shenzhen.Job DescriptionWe are looking for an experienced Private Wealth Management Manager who can lead our VIP clients to achieve their financial goals. As a key member of our PWM team, you will be responsible for building...


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

    Wealth Planning RoleSelby Jennings is seeking a seasoned High Net Worth Wealth Strategist to join their team in Asia. Job OverviewThe successful candidate will be responsible for providing high-quality wealth planning services to HNWIs in North Asia, identifying wealth management needs and legacy planning solutions including trusts, tax, and insurance.Key...


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

    At HSBC, we are committed to building a culture where all employees are valued, respected and opinions count. As a Wealth Marketing Strategist - Premier and Elite, you will play a crucial role in driving awareness, acquisition and usage of HSBC wealth products and solutions.About the RoleThis is an exciting opportunity to join our team as a Marketing...


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

    The RoleDBS Bank (Hong Kong) Limited is seeking a Senior Risk Management Strategist to join their team. As a key member of the Risk Management Group, you will be responsible for formulating, reviewing, and updating local bank-wide operational risk policies, guidelines, processes, and procedures pertaining to Operational Risk Management.The Key...


  • Hong Kong, Central and Western District, Hong Kong SAR China Classy Wheeler Limited Full time

    Job Title: Senior Data StrategistWe are seeking a highly skilled and experienced Senior Data Strategist to join our team at Classy Wheeler Limited. As a key member of our business intelligence team, you will play a crucial role in driving data-driven decision making across the organization.


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

    Unlock Your Potential in a Dynamic CareerAt HSBC, we seek talented professionals to join our team as an Insights Lab Specialist.Key ResponsibilitiesSupport Insights Lab Strategists in creating, managing, and delivering Investment Insights and Investment Cases content to clients and colleagues.Collaborate with IWS on Analytics related to GPB book screening...


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

    About Our TeamHang Seng Bank is committed to delivering exceptional service and fostering a dynamic work environment that empowers our professionals to excel.Job OverviewWe are seeking an experienced Expert Wealth Strategist to join our Prestige Client Relations team, focusing on high-net-worth individuals and providing personalized wealth management...


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

    About Pure Hong KongPure Hong Kong is a leading company in the financial services industry, with a strong presence in Mainland China and the Greater Bay Area.We are seeking an experienced Senior Business Strategist to join our team. As a key member of our management agenda support team, you will work closely with C-suite members to effectively execute the...


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

    Citi, a global leader in financial services, offers an unparalleled opportunity for career growth and professional development. With over 200 years of experience, our team has connected millions of people across hundreds of cities and countries every day.We provide a comprehensive range of financial services and products to our clients, empowering them to...


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

    **Job Overview**CICC is seeking a highly skilled Senior Portfolio Strategist to join our team. As a key member of our wealth management division, you will be responsible for providing expert advice on investment strategies and asset allocation to our high net worth clients.**Job Responsibilities**Wealth Planning and Asset Allocation: Develop and implement...


  • Hong Kong, Central and Western District, Hong Kong SAR China Arc'teryx Full time

    Unlock Your Potential as a Senior Commercialization Strategist at Arc'teryxAt Arc'teryx, we're passionate about creating innovative outdoor apparel and equipment that inspires people to get outside and live their best lives. We're seeking a highly skilled Senior Commercialization Strategist to join our team in Hong Kong.As a Senior Commercialization...


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

    Job SummaryWe are seeking a highly skilled Credit Analyst to join our team at DBS Bank. As a Senior Credit Strategist, you will be responsible for conducting comprehensive credit analyses for corporate clients, including financial statement analysis, cash flow modelling and risk assessment.


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

    Job Description:We are seeking a highly experienced Senior Global Investment Strategist to join our team at Gough Recruitment.Job Overview:The successful candidate will be responsible for providing market insights on global multi-asset public and private investments to family offices or high net worth individuals within the family office ecosystem.Main...


  • Hong Kong, Central and Western District, Hong Kong SAR China HK001 Marsh (Hong Kong) Limited Full time

    About the RoleWe are seeking a seasoned professional to join our Claims team in Hong Kong. As a Senior Claims Strategist, you will be responsible for guiding and reviewing complex escalated Property and Construction claims to determine coverage, resolving issues where possible or referring to Regional Specialty Claims Advocates as needed.


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

    About the RoleWe are seeking a skilled Senior Card Portfolio Strategist to join our team at Bank of China (Hong Kong) Limited.


  • Hong Kong, Central and Western District, Hong Kong SAR China King Deux Search & Consulting Full time

    Role OverviewWe are seeking a highly skilled Senior Web3 Marketing Strategist to join our dynamic team at King Deux Search & Consulting.


  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    Job Title:Financial Portfolio StrategistCompany Overview:Unicorn Advisor (HK) Limited is a leading financial institution dedicated to providing top-notch wealth management services. Our team of experts works tirelessly to ensure that our clients' financial goals are met with precision and care.Estimated Salary:$250,000 - $350,000 per annumJob Description:As...