Senior Wealth Management Specialist

2 days ago


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

About the Role

We are seeking a highly skilled and experienced Senior Wealth Management Specialist to join our team. As a key member of our Wealth Management group, you will be responsible for managing client relationships and delivering exceptional service.

Key Responsibilities

  • You will serve as a liaison between clients and internal teams, providing timely and effective support to ensure seamless execution of client requests.
  • Monitor and analyze client portfolios, identifying opportunities to optimize performance and drive growth.
  • You will drive compliance initiatives, ensuring adherence to regulatory requirements and maintaining a high level of risk management.
  • Collaborate with cross-functional teams to implement asset transfers, cash management, and foreign exchange transactions.
  • Liaise with operations and technology teams to handle margin-related requests, account openings, and maintenance.

Qualifications and Skills

  • Bachelor's degree in a relevant field or equivalent experience.
  • A minimum of 5+ years of experience in wealth management or a related field.
  • Excellent analytical, communication, and interpersonal skills.
  • Strong organizational skills, attention to detail, and ability to work under pressure.
  • Knowledge of Microsoft Office software (Outlook, Excel, and Word).
  • Cantonese and Mandarin language proficiency required.
  • HK SFC paper 1 certification within the first six months of employment.

About Goldman Sachs

Goldman Sachs is a leading global investment banking, securities, and investment management firm. We commit our people, capital, and ideas to help our clients, shareholders, and communities grow. Our culture values diversity, inclusion, and opportunities for growth and development.



  • Hong Kong, Central and Western District, Hong Kong SAR China Brookfield Asset Management, Inc Full time

    Job OverviewWe are seeking an experienced Senior Wealth Manager to join our team in Brookfield Asset Management, Inc. in Hong Kong. As a Senior Wealth Manager, you will be responsible for driving wealth management sales across Greater China, including Hong Kong, Taiwan and China.About the RoleGrow Brookfield's wealth management business in Greater China by...


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

    Citi is a leading global bank that provides a wide range of financial services to individuals, corporations, governments, and institutions. As a Senior Wealth Management Specialist in Hong Kong, you will have the opportunity to work with our team of experienced professionals to deliver high-quality investment solutions to our clients.**Job Description**


  • Hong Kong, Central and Western District, Hong Kong SAR China Click and Connect Online Limited Full time

    At Click and Connect Online Limited, we are seeking a highly experienced and qualified Senior Wealth Management Specialist to join our dynamic team in Hong Kong.The ideal candidate will possess a minimum of 5 years of experience as a Financial Advisor in the wealth management industry, with a strong track record of delivering exceptional results for...


  • Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full time

    About BNP Paribas Wealth ManagementWe are a leading European Union bank with an uninterrupted presence in the region since 1860. Our company offers a wide range of financial services for corporate, institutional and private investors.Our Commitment to Diversity and InclusionWe passionately embrace diversity and foster an inclusive workplace where all...


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

    We are committed to providing an environment that supports your development and wellbeing, with a competitive salary and benefits package.Job DescriptionThe successful candidate will be responsible for defining and facilitating overall business strategy and budgeting process. They will also lead and execute business priorities and projects, ensuring...


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

    We are seeking a highly skilled and experienced Senior Wealth Management Product Development Specialist to join our team at Bank Of China (Hong Kong) Limited. As a key member of our product development team, you will be responsible for leading the end-to-end product development process, from ideation to launch, ensuring timely and successful delivery.Key...


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

    Robert Walters Hong Kong is seeking a highly skilled Risk Management Specialist to join our team in Hong Kong.Job Title: Risk Management Specialist - Banking & WealthAbout the Role:We are looking for an experienced professional with extensive knowledge of risk management in banking and wealth management. The ideal candidate will have a strong understanding...


  • Hong Kong, Central and Western District, Hong Kong SAR China Fargo Wealth Group Limited Full time

    Company OverviewFargo Wealth Group Limited is a leading financial institution with multiple offices across the globe, including Hong Kong, Mainland China, and Singapore. We are committed to providing top-notch IT services to support our business operations.Job DescriptionWe are seeking an experienced IT Specialist to join our team as an IT Operations...


  • Hong Kong, Central and Western District, Hong Kong SAR China International Executive Service Corps Full time

    Job Title: Wealth Management Specialist - VIP Services">About the Role:We are seeking an experienced Wealth Management Specialist to join our team in delivering exceptional service to our VIP banking customers.Main Responsibilities:Develop and implement effective sales strategies to introduce and demonstrate wealth management products and services to...


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

    We are seeking a skilled Wealth Management Specialist to join our team at LCA Solutions Limited, a boutique multi-family office with a strong presence in the private banking industry.Job OverviewThe ideal candidate will have a proven track record of success as a Private Banker or Relationship Manager, with a solid understanding of wealth management and a...


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

    About Dah Sing Financial GroupThe Dah Sing Financial Group is a leading financial services provider in Hong Kong, offering a wide range of banking and insurance products through its extensive network of over 70 branches in Hong Kong, Macau, and Mainland China. Our core values include caring, teamwork, and progressiveness, which we believe are essential for...


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

    Gravitas Recruitment Group is an esteemed financial services firm specializing in comprehensive wealth management solutions. With a strong emphasis on client satisfaction, we offer personalized financial, asset, and risk management advice.We are seeking a talented Wealth Management Solutions Specialist to join our business team. This individual will be...


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

    CICC is seeking a highly skilled Wealth Management Specialist to join our team.About the RoleThis position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. The successful candidate will be able to understand client needs and requirements, identify investment opportunities,...


  • Hong Kong, Central and Western District, Hong Kong SAR China Frontier Financial Group Full time

    Job DescriptionWe are seeking an exceptional Strategic Wealth Partnership Specialist to join our team at Frontier Financial Group.About the RoleThis is a unique opportunity to leverage your expertise in wealth management and client relationships to drive business growth and success. As a Strategic Wealth Partnership Specialist, you will be responsible for...


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

    Unlock Your Potential in Institutional Fund SalesWealth Management Cube Ltd is a leading B2B focused fund and OTC products distribution platform based in Hong Kong. We are seeking an experienced institutional fund sales professional to build strong relationships with our existing clients and expand our network of financial services providers.About the...

  • Compliance Officer

    1 week ago


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

    Citi, one of the world's most global banks, is seeking a high-caliber professional to join our team as a Compliance Officer - Wealth Market Specialist in Hong Kong.About CitiWe're fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders. At Citi, you'll have the opportunity to...


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

    Citi is a global leader in the financial industry, and we are committed to empowering our employees to achieve their full potential. As a Risk Management Specialist - Wealth Product Compliance, you will play a critical role in ensuring that our Wealth products meet the highest standards of compliance and risk management.About the RoleThis is a unique...


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

    CITIC CLSA Senior Wealth Management ProfessionalLocation: Hong Kong, ChinaAbout the Role:This senior wealth management professional will lead and capitalize business opportunities in the High Net Worth (HNW) segment with a one-stop solution. The successful candidate will provide quality wealth management solutions to HNW clients, fulfilling their immediate...


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

    About Hang Seng Bank LimitedWe are a leading bank in Hong Kong, committed to service excellence and continually enhancing our performance for customers. We offer a dynamic working environment, good career development opportunities, and competitive compensation packages.Job SummaryWe are seeking a qualified Senior Insurance Specialist to join our Wealth Sales...


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

    Are you looking for a challenging and rewarding career in private wealth management? We are seeking an experienced Investment Banking Specialist to join our team at Bank of China (Hong Kong) Limited.About the RoleThis is a key role that will involve working closely with our investment consultants to analyze market trends and prepare investment proposals. You...