Wealth Management Solutions Specialist
1 month ago
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 responsible for delivering comprehensive financial and wealth management solutions to clients.
Key Responsibilities:
- Foster strong client relationships and conduct regular financial reviews to ensure customer satisfaction and business retention.
- Provide client-focused financial, asset, and risk management advice.
- Maintain a thorough understanding of relevant legislation and regulations to ensure compliance at all times.
Requirements:
- Possession of IA and/or SFC licenses.
- A minimum of 5 years of experience in financial or insurance institutions.
- Excellent written and verbal communication skills.
- Sales-oriented, self-motivated, and capable of working independently.
This role offers a competitive salary of HKD 120,000 - 180,000 per annum, depending on experience.
-
Wealth Management Specialist for Family Offices
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China LCA Solutions Limited Full timeWe 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 IO Tech Solutions Full timeJob DescriptionWe are seeking a skilled Technical Support Specialist to join our team at IO Tech Solutions in Hong Kong or Singapore.Key Responsibilities:Support the application systems for our Wealth Management and Brokerage business, ensuring smooth operations and high software quality.Liaise with vendors and internal development teams to implement IT...
-
Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full timeAbout 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 Brookfield Asset Management, Inc Full timeJob 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...
-
Wealth Planning Specialist
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China CITIC CLSA Full time**Job Overview**CITIC CLSA is seeking a seasoned Wealth Planning Specialist to strengthen our product distribution business and promote regular product programs with comfortable starting sizes to increase product penetration.The role involves managing the end-to-end product cycle and relationship building with clients and stakeholders, providing wealth...
-
Senior Wealth Management Specialist
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeCiti 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**
-
Strategic Wealth Partnership Specialist
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China Frontier Financial Group Full timeJob 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...
-
Risk Management Specialist
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Robert Walters Hong Kong Full timeRobert 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...
-
Senior Wealth Management Specialist
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Deutsche Bank Full timeWe 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...
-
Global Family Wealth Manager Opportunity
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China LCA Solutions Limited Full timeCompany Overview: LCA Solutions Limited is an award-winning Multi Family Office Boutique established in 2010 by industry veterans.Salary: $120,000 - $180,000 per annum (dependent on experience and qualifications), with opportunities for bonuses and commissions. As a wealth manager, you will have the potential to significantly increase your earnings through...
-
Hong Kong, Central and Western District, Hong Kong SAR China Fargo Wealth Group Limited Full timeCompany 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...
-
Wealth Management Specialist
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China International Executive Service Corps Full timeJob 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...
-
Senior Wealth Management Specialist
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Click and Connect Online Limited Full timeAt 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...
-
Wealth Management Specialist
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China CICC Full timeCICC 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,...
-
Business Development Insurance Specialist
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Fargo Wealth Group Limited Full timeJob SummaryFargo Wealth Group Limited is seeking a seasoned Business Development Insurance Specialist to drive business growth and expansion across various client segments and channels.Key ResponsibilitiesFormulate, develop, and execute comprehensive insurance solutions tailored to meet the unique needs of diverse clients;Identify and explore new market...
-
High-Performance Wealth Management Executive
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Brookfield Asset Management, Inc Full timeBrookfield Asset Management, Inc. is a global leader in alternative asset management with a rich history of delivering exceptional returns for clients.About the RoleWe are seeking an experienced Vice President to join our team in Hong Kong and drive wealth management sales across Greater China, including Hong Kong, Taiwan, and China. This role will focus on...
-
Senior Wealth Management Specialist
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full timeAbout the RoleWe 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 ResponsibilitiesYou will serve as a liaison between clients and internal teams, providing timely...
-
Risk Management Specialist
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeCiti 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...
-
Institutional Fund Sales Executive
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Wealth Management Cube Ltd Full timeUnlock 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...
-
Investment Banking Specialist
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeAre 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...