Business Development Specialist for High Net Worth Clients

1 week ago


Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

About Dah Sing Group

The Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, and financial services through its growing network of over 70 branches in Hong Kong, Macau, and Mainland China. We prioritize caring, teamwork, and progressiveness in our culture.

Job Overview

We are seeking an experienced Business Development Specialist to join our team and provide exceptional service to VIP Banking customers by meeting their wealth management needs.

This role requires a strong understanding of financial markets, excellent communication skills, and the ability to work with product specialists to deliver tailored solutions to high net worth clients.

Key Responsibilities
  • Meet and exceed sales targets assigned by identifying and acquiring new VIP Banking customers through proactive sales efforts.
  • Develop deep customer relationships and increase share of wallet through cross-selling banking products that meet customers' needs.
  • Provide professional service quality to VIP Banking customers by strictly adhering to sales process guidelines.
  • Work collaboratively with product specialists to deliver comprehensive services to VIP Banking customers.
  • Maintain disciplined customer contacts and conduct operational procedures in a compliant manner by following the Bank's policy and procedures.
Requirements
  • Degree holder with minimum 2 years' experience in selling wealth management products for high net worth customers.
  • Professional licensing qualifications per local regulatory bodies requirement.
  • Comprehensive knowledge of portfolio management and financial markets.
  • Sound compliance knowledge related to investment products sales.
  • Excellent interpersonal and communication skills.
  • Good command of both written and spoken English and Chinese.


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

    About HARBRIDGE PARTNERSHARBRIDGE PARTNERS is a leading player in the investment, life and wealth products industry, offering personalized relationship management and financial solutions to high-net-worth clients.


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

    We are currently seeking experienced Private Bankers, Senior Private Bankers, and Senior Relationship Managers to join a prestigious Swiss bank in Singapore, Hong Kong, Dubai, Bahrain, London, Zurich, and Geneva.Job Description:Manage a portfolio of ultra-high-net-worth individuals with assets exceeding $250M net, exclusively from HNW and UHNW...


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

    Business Analyst Role at CTF LifeJob Description:This role is responsible for delivering business objectives for the High-Net-Worth (HNW) client segment. The ideal candidate will have 8 years of experience as a Business Analyst and 5 years of experience in insurance projects, including New Business and Policy Administration.Responsibilities:Collaborate with...


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

    Company OverviewHang Seng Bank Limited is a leading bank in Hong Kong, committed to service excellence and dedicated to providing best-in-class products and services to its customers.Job DescriptionWe are currently seeking a high caliber professional to join our team as Customer Relationship Manager. As a key member of our Retail Distribution team, you will...


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

    HSBC Global Private Banking seeks a skilled Client Advisor to manage high net worth relationships and provide bespoke financial solutions. As a key member of our team, you will play a critical role in driving revenue growth, expanding portfolios, and maintaining strict compliance with internal control standards. This is an exceptional opportunity to leverage...


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

    Company OverviewCiti is a leading global bank with a rich history of innovation and customer service. As an Investment Associate, you will be part of a team that provides exceptional investment advice to ultra-high net worth clients in the United States.Job DescriptionThe role of the Investment Associate is to provide a wide range of investment services and...


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

    Our Private Swiss Bank is seeking experienced professionals to join our team in key locations around the world.Job RequirementsA minimum of 5 years' experience in private banking, with a proven track record in managing high net worth individuals.At least 4-5 years in a senior role, with current AUM exceeding $250M net exclusively from HNW and UHNW clients.We...


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

    Company OverviewDBS Bank (Hong Kong) Limited is a leading financial institution in the region, providing comprehensive banking and wealth management services to its clients. Job SummaryWe are seeking an experienced Private Banking Relationship Manager to join our team. The successful candidate will be responsible for providing high-quality wealth management...


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

    Insurance Planning ConsultantAt HR Plus, we're dedicated to providing innovative solutions for wealth management and insurance planning. Our client is a global leader in financial technology.Key Responsibilities:Conduct thorough client interviews and financial analyses to identify the needs of high-net-worth clients in areas such as protection, wealth...


  • Hong Kong, Central and Western District, Hong Kong SAR China Balfour Capital Group Full time

    Role OverviewWe are seeking highly motivated and experienced professionals to join our team as investment advisors. As a key member of our team, you will be responsible for prospecting and acquiring high-net-worth (HNW) clients across multiple regions.Responsibilities:Prospect and acquire HNW clients through effective relationship building and strategic...


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

    Ateca Consulting is a premier executive search firm specializing in Private Banking & Wealth Management.We are currently seeking experienced Senior Private Bankers or Senior Relationship Managers to join our prestigious client, a Private Swiss Bank. This exciting opportunity is available for their offices worldwide.Key ResponsibilitiesManage a portfolio of...


  • Hong Kong, Central and Western District, Hong Kong SAR China Job-Hunter Full time

    **Key Responsibilities**Provide operation support on the application of universal life and high-net-worth products.Assist in client onboarding processing to ensure the due-diligence requirements can be met.Follow up on the application procedure, including KYC and medical check arrangements.Maintain effective communication with Relationship Managers of banks...


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

    **Job Description:**We are seeking experienced professionals to join our team as Private Bankers, Senior Private Bankers, and Senior Relationship Managers. As part of our esteemed Private Swiss Bank, you will be based in our offices across Singapore, Hong Kong, Dubai, Bahrain, London, Zurich, and Geneva.About the Role:You will have a minimum of 5 years of...


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

    About CitiCiti is a leading global bank with a rich history spanning over 200 years. Our unparalleled global network enables us to connect millions of people across hundreds of cities and countries every day. We provide a broad range of financial services and products to our clients, including consumers, corporations, governments, and institutions, helping...


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

    At Unicorn Advisor (HK) Limited, we are seeking an exceptional International Tax Advisor to join our team.About the RoleThis is a challenging and rewarding opportunity for a seasoned tax professional to leverage their expertise in international taxation to deliver value-added services to high net worth individuals. The ideal candidate will possess a deep...


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

    Citi, a global leader in financial services, is seeking a seasoned professional to join our team as a Relationship Banker. With a rich history spanning over 200 years, we have established ourselves as a trusted partner for individuals, corporations, and institutions alike.Job DescriptionThe ideal candidate will be responsible for managing high net worth...


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

    Company OverviewJS Wealth is a leading multi-family office in Asia, dedicated to providing personalized wealth management solutions for High Net Worth Individuals and family trusts. Our mission is to deliver tailored outcomes-based planning and bespoke investment advice with transparency and simplicity.Job DescriptionWe are seeking a full-time Private Client...


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

    Company OverviewHang Seng Bank Limited is a leading financial institution in Hong Kong, committed to service excellence and attracting high-caliber talent.Job DescriptionWe are seeking a Prestige Private Relationship Manager to provide professional financial planning services to high-net-worth individuals and optimize new business opportunities.Key...


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

    About UsStandard Chartered is an international bank that strives to make a positive impact for our clients, communities, and colleagues.We aim to drive growth through innovation, challenge the status quo, and seize new opportunities.We believe in the importance of inclusivity and collaboration, working together to achieve our goals.We value individual...


  • Hong Kong, Central and Western District, Hong Kong SAR China BitMart | 7 YEARS S7RONG Full time

    At BitMart, we are seeking a highly motivated Business Development Executive to drive market growth for both financial products and trading products in the EU or APAC region. This role requires strong organizational skills and the ability to be flexible in various complex situations.Key Responsibilities:Research and develop new client acquisition...