Banking and Wealth Management Specialist
1 week ago
The ideal candidate will have experience in client service and banking industry, with excellent communication skills and knowledge of banking practices and regulations.
The key responsibilities of the role include:
- Providing comprehensive client support services to RMs in executing a broad range of banking and investment transactions for Private Banking clients.
- Handling and resolving day-to-day queries from clients, RMs on transactional activity, operations, systems, account re-balancing processes etc.
- Supporting RMs to complete sales documentation and related processes (e.g. client profiling / KYC diligence) and input such information together with deal information into data capture and / or transaction processing systems.
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Private Wealth Adviser
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China JS Wealth Full timeCompany Description JS Wealth serves High Net Worth Individuals and family trusts and estates. Its mission is to be the best multi-family office in Asia, providing outcomes-based planning and bespoke solutions with simplicity and transparency. Partnered with iFAST Global Markets, JS Wealth utilizes its fintech wealth management platform to access a broad...
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High Net Worth Wealth Manager
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China JS Wealth Full timeCompany 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...
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Wealth Management Consultant
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full timeAt Howden Private Wealth, we specialize in crafting bespoke wealth planning and insurance solutions for high-net-worth individuals globally. Our team of experts has developed a deep understanding of the complexities surrounding UHNW clients' needs, allowing us to deliver tailored advice and guidance.Our extensive network enables us to address clients'...
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Wealth Management Specialist
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Manulife Hong Kong and Macau Full timeWe are seeking a highly motivated and experienced Wealth Management Specialist to join our team at Manulife Hong Kong and Macau. As a key member of our financial advisory team, you will be responsible for providing expert financial planning and investment advice to clients.ResponsibilitiesThe successful candidate will be responsible for:Assessing clients'...
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Hong Kong, Central and Western District, Hong Kong SAR China Argyll Scott Full timeJob RequirementsTo be successful in this role, you will need to have a minimum of 15 years of experience in project management, with a focus on regulatory reporting and automation within investment banking or wealth management.ResponsibilitiesManage cross-functional teams to drive project success.Ensure compliance with CFTC, BAFT, and OTC regulations across...
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Director of Wealth Management
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full timeAteca Consulting is a leading provider of private banking services, with a reputation for excellence and expertise in wealth management.We are currently seeking a highly skilled Director of Wealth Management to join our team, who will be responsible for building and managing a portfolio of high net worth individuals and ultra-high-net-worth clients.The ideal...
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Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full timeAbout Dah Sing Financial GroupWe are a leading financial services group in Hong Kong, offering banking, insurance, and related services through our extensive network of branches in Hong Kong, Macau, and Mainland China. Our core values are built around caring, teamwork, and progressiveness.Job PurposeThis role is designed to provide exceptional service to...
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Wealth Strategies Consultant
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full timeCompany Overview:Unicorn Advisor (HK) Limited is a leading financial institution dedicated to providing exceptional wealth management services to ultra high net worth individuals.Key Responsibilities:We are seeking a seasoned Markets Specialist to join our team, responsible for bringing in and hunting new clients for the bank. This involves identifying and...
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Senior Wealth Planning Specialist
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China CITIC CLSA Full timeCompany OverviewCITIC CLSA is a leading financial institution dedicated to providing innovative solutions for high-net-worth individuals and corporate clients. Our mission is to deliver exceptional wealth planning services, fostering long-term relationships built on trust and expertise.Job DescriptionWe are seeking an experienced Senior Wealth Planning...
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Executive Director of Wealth Management
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full timeWe are looking for an Executive Director of Wealth Management to join our team at Ateca Consulting in Hong Kong. As a seasoned professional in private banking, you will be responsible for leading a team of experienced private bankers and driving growth through strategic partnerships and innovative wealth solutions.This is an exciting opportunity to work with...
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Wealth Management Portfolio Expert
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeAbout Wealth and Personal Banking at HSBCOur Wealth and Personal Banking division is dedicated to providing our customers with innovative and comprehensive wealth management solutions. Our mission is to help our customers achieve their financial goals by delivering tailored advice and expert guidance.The ideal candidate will be responsible for conducting...
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Senior IT Manager
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Fargo Wealth Group Full timeAbout Fargo Wealth GroupFargo Wealth Group is a leading financial services company that provides innovative solutions to its clients.We are seeking an experienced IT Specialist to join our team, responsible for managing the entire group's IT operations, including basic network communication, server and data center management, data storage and backup,...
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Private Wealth Strategist
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeDBS Bank (Hong Kong) Limited offers a dynamic environment that supports your development and recognises your achievements. As a Treasures Private Client Relationship Manager, you will drive TPC business through promoting full-range wealth management products and services to customers.Key Responsibilities Identify customer needs through financial planning and...
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Accounting Operations Specialist
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Wealth Management Cube Ltd Full timeWealth Management Cube Ltd is a licensed corporation in Hong Kong, offering B2B & B2B2C Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions. We are seeking an Account and Settlement Officer to support our growing business.Key Responsibilities:Manage daily client money deposits, withdrawals, FX, and internal transfersHandle daily...
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Product Visionary for Fosun Wealth
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Fosun Wealth Holdings Full timeFosun Wealth Holdings: A Leading Asset ManagerWe are a leading asset manager committed to delivering exceptional investment solutions to our clients. Our asset management division offers a wide range of products, including notes, structure notes, equity products, fixed income, and alternatives. We are seeking a talented Product Director to join our team and...
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Wealth Management Professional
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China AIA Hong Kong and Macau Full timeAIA Hong Kong and Macau is a leading life insurer and multinational corporation in Asia-Pacific, striving to help communities across Asia live healthier, longer, better lives.As a Senior Wealth Management Manager at AIA Hong Kong and Macau, you will be empowered to select appropriate financial and insurance products for clients based on their financial...
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International Wealth Management Expert
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeJob DescriptionWe are seeking an International Wealth Management Expert to join our team at HSBC Private Bank. As an expert in wealth management, you will be responsible for providing exceptional client service and support to high net worth individuals and families.Key responsibilities include:Developing and implementing customized wealth management...
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Wealth Management Solutions Expert
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Classy Wheeler Limited Full timeAbout the Role:We are seeking a highly motivated and experienced Institutional Sales Executive to join our team at Classy Wheeler Limited. The successful candidate will be responsible for developing and maintaining strong relationships with institutional clients, including banks, brokerage firms, family offices, and wealth management companies.Key...
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Settlement and Compliance Manager
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Wealth Management Cube Ltd Full timeWealth Management Cube Ltd is a reputable financial services provider in Hong Kong, offering innovative solutions for B2B & B2B2C clients. We are looking for a skilled Account and Settlement Officer to join our team.Main Tasks:Process daily client transactions, including money deposits, withdrawals, and FX conversionsEnsure accurate and timely funds...
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Wealth Specialist Expert
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Lululemon Athletica Full timeAt Lululemon Athletica, we're dedicated to creating a healthier, thriving future for our employees and customers.We're seeking a highly skilled Health & Wealth Specialist to join our Asia-Pacific team.The successful candidate will be responsible for delivering total rewards that reflect our entrepreneurial culture and support our global growth.Provide...