Strategic Wealth Manager

1 day ago


Hong Kong, Central and Western District, Hong Kong SAR China DL Family Office Full time
About DL Family Office

We are a trusted family office dedicated to delivering exceptional investment management and financial expertise to our clients.

Job Summary

The Investment and Portfolio Management role is responsible for assisting the development of investment policy, asset allocation, and proposal preparations. The successful candidate will also support investment portfolio reviews, monitoring, and rebalancing, as well as contribute to investment idea generations and research.

Key Responsibilities
  • Develop and implement effective investment strategies to achieve optimal returns and minimize risk.
  • Collaborate with cross-functional teams to drive business growth and improve operational efficiency.
  • Analyze market trends and economic indicators to inform investment decisions.
  • Maintain accurate and up-to-date records of investment portfolios and perform regular reviews to ensure alignment with client goals.
Required Skills and Qualifications
  • Degree holder in Business Administration, Economics, Finance, or related discipline, with CFA certification preferred but not required.
  • Minimum 3 years of experience in private banking, wealth management, or a related field in financial services.
  • Superior time management, organizational, and multi-tasking abilities.
  • Able to work independently and collaboratively as part of a team.
  • Fluency in English, with Cantonese and Mandarin proficiency a plus.
  • Proficiency in Microsoft Office Suite.
Benefits

Our comprehensive compensation package includes a competitive salary, bonus structure, and benefits tailored to meet your individual needs.

Location

Hong Kong.



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

    Citi OverviewAt Citi, we're committed to connecting people and businesses across the globe. With a history spanning over 200 years, our unparalleled global network enables us to provide a broad range of financial services and products to clients worldwide.Sales and Relationship BuildingWe're seeking a highly skilled Strategic Client Manager - Wealth...


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

    About Fargo Wealth Group LimitedFargo Wealth Group Limited is a reputable organization committed to excellence in financial services. Our team of professionals strives to provide exceptional support and guidance to our clients.


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

    **Job Description**: We are seeking a highly motivated and results-driven Strategic Wealth Management Associate to join our Private Banking team in Hong Kong. As a key member of our team, you will play a vital role in supporting investment consultants in analyzing market trends and preparing investment proposals.Key Responsibilities:Analyze Market Trends:...


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

    About CICCCICC, a renowned financial institution, seeks an experienced professional to lead its wealth management team in achieving business objectives. As a trusted advisor, you will be responsible for devising and implementing strategies that drive success in the region.Key Responsibilities1. Develop and execute comprehensive plans to meet target set by...


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

    Fargo Wealth Group Limited is seeking a seasoned professional to spearhead the development and execution of innovative insurance solutions.Job DescriptionThe successful candidate will be responsible for formulating and implementing insurance strategies across diverse client segments and channels. Key objectives include:Solution Development: Collaborate with...


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

    Job DescriptionGough Recruitment is seeking a seasoned Relationship Manager to join our team in Hong Kong.About the RoleWe are looking for a highly skilled and experienced individual to develop and maintain strong relationships with family office professionals, ultra-high net worth individuals, and intermediaries. As the primary point of contact for managed...


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

    Company OverviewAt Frontier Financial Group, we are dedicated to providing exceptional wealth management services to our clients. Our team of experienced professionals works closely with clients to understand their unique financial goals and objectives.


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

    Hang Seng Bank Limited OverviewHang Seng Bank is a leading financial institution in Hong Kong, committed to delivering exceptional service excellence. Our success relies on the talent of our people, who play a vital role in enhancing performance for customers and providing top-notch products and services.Estimated Salary: HKD 550,000 - HKD 700,000 per...


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

    About Dah Sing Financial GroupAt the forefront of Hong Kong's financial services landscape, our group has been dedicated to providing innovative solutions and exceptional customer experiences for over decades. As a pioneering force in banking, insurance, and related services, we continue to evolve and expand our reach through our extensive network of...


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

    Company OverviewFargo Wealth Group Limited is a leading wealth management firm committed to providing exceptional investment services to our clients.


  • Hong Kong, Central and Western District, Hong Kong SAR China Ping An of China Securities (Hong Kong) Company Limited 中國平安証券(香港)有限公司 Full time

    We are seeking a seasoned and accomplished professional to join our team as a Senior Relationship Manager/Team Lead/AE at Ping An of China Securities (Hong Kong) Company Limited. In this role, you will be responsible for providing exceptional wealth management and banking services to high net worth individual clients in Asia.Job ResponsibilitiesPortfolio...


  • Hong Kong, Central and Western District, Hong Kong SAR China Be Myjob Company Limited Full time

    Job Summary:We are seeking a highly experienced and skilled Strategic Portfolio Manager to join our team at Be Myjob Company Limited. This is an exceptional opportunity to work with high net worth individuals, providing them with bespoke wealth management solutions.About the Role:This is a key position within our private banking division, responsible for...


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

    Our teams work one-on-one with high net worth individuals and families, as well as select institutions, including foundations and endowments. The New Private Wealth Advisor Development Framework allows new advisors to gain a comprehensive level of general knowledge and acquire specialized expertise within the team. As a trusted advisor, you will serve as a...


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

    Company OverviewDeutsche Bank's IPB business is a leading wealth manager worldwide, offering clients a comprehensive range of traditional and alternative investment solutions. As a trusted partner for wealthy individuals and entrepreneurs, family offices, and foundations, we create lasting value through bespoke solutions. Our global network and close...


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

    About UsCiti is a global leader in financial services, serving millions of people across hundreds of cities and countries every day. With over 200 years of experience, we provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions.Our ApproachWe take a unique approach to...


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

    Job SummaryWe are seeking an experienced Senior Application Development Manager to join our team at Bank Of China (Hong Kong) Limited. In this role, you will be responsible for overseeing the development and enhancement of business applications in wealth management and investment products.Key ResponsibilitiesParticipate in strategic planning and...


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

    Job Title: Wealth Management ExpertWe are seeking a skilled professional to manage client portfolios and provide exceptional service.Serve as the primary point of contact for clients, providing timely and accurate information regarding their inquiries and account activities.Analyze and monitor client investments, ensuring alignment with their financial goals...


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

    About Dah Sing Financial GroupCompany OverviewWe are a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through our extensive network of branches in Hong Kong, Macau and Mainland China.We pride ourselves on our values of caring, teamwork and progressiveness. We believe that everyone is unique and...


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

    Job DescriptionAs a Wealth Management Professional at Goldman Sachs Group, Inc., you will be responsible for serving as the liaison between clients and teams regarding inquiries. This role also involves analyzing and monitoring client portfolios, assisting with other aspects of managing client relationships, and driving compliance...


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

    About CICCCICC is a leading investment bank in China, providing innovative solutions to our clients.Job DescriptionThis role is responsible for fostering business relationships with high-net-worth individuals and their families, as well as corporates. The ideal candidate will possess excellent communication skills and be able to understand client needs and...