Financial Relationship Specialist
1 month ago
About This Role
At Frontier Financial Group Limited, we're looking for a skilled Relationship Manager to join our team. As a Relationship Manager, you will be responsible for providing exceptional wealth management services to our high-net-worth clients.
Key Responsibilities
- Develop and maintain strong relationships with clients, understanding their financial goals and providing tailored wealth management solutions.
- Work closely with investment managers to stay up-to-date on market trends and identify new business opportunities.
- Manage the on-boarding process for new clients, ensuring a seamless experience and expanding our customer base.
- Assist in the launch of new financial products and services, driving business growth and customer satisfaction.
- Ensure compliance with all relevant regulations and laws, upholding the highest standards of professionalism.
Requirements
- Bachelor's degree or higher in Economics, Finance, or a related field.
- Qualification to conduct SFC-regulated activities type 1 and 4, with type 9 being highly desirable.
- Strong knowledge of investment products, particularly equities and bonds.
- Minimum 5 years' experience in Wealth Management or Premier Relationship Management with a bank or securities firm.
- Excellent communication and interpersonal skills, with the ability to work independently and as part of a team.
- Self-motivated and able to work under pressure, with a good command of spoken and written English and Chinese.
- Willingness to travel to mainland China on occasion.
What We Offer
- A dynamic and supportive work environment.
- Ongoing training and professional development opportunities.
- A competitive salary and benefits package.
- The chance to work with a leading financial services firm and make a real impact in the industry.
-
Strategic Financial Relationship Specialist
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Talent Pro Recruitment Company Limited Full timeAbout the RoleWe are seeking a highly skilled Strategic Financial Relationship Specialist to join our team at Talent Pro Recruitment Company Limited. In this role, you will play a critical part in building and maintaining strong relationships with assigned Chinese background customer portfolio.Key ResponsibilitiesPromote wealth management products such as...
-
Financial Services Relationship Manager
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full timeAbout Dah Sing Financial GroupThe Dah Sing Financial Group is a leading financial services organization in Hong Kong offering banking, insurance, and other related services through its extensive network. With over 70 branches across Hong Kong, Macau, and Mainland China, we provide unparalleled access to a diverse range of financial solutions.Our core values...
-
Financial Services Relationship Specialist
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeCiti is a global financial institution that has been connecting millions of people across hundreds of cities and countries for over 200 years. Our unparalleled global network enables us to provide a broad range of financial services and products to our clients, helping them meet their biggest opportunities and overcome the world's toughest challenges.The...
-
Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Bank Full timeAbout Dah Sing Bank:We are a leading bank in Hong Kong, committed to providing exceptional financial services to our customers.Job Summary:We are seeking a highly skilled Financial Relationship Specialist to join our team. As a key member of our Corporate Cash Management group, you will be responsible for acquiring new corporate and SME accounts, deepening...
-
Financial Reporting Specialist
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full timeAbout Dah Sing Financial GroupThe Dah Sing Financial Group is a leading financial services organization in Hong Kong, offering a range of banking, insurance, and financial services through its extensive network of branches in Hong Kong, Macau, and Mainland China. Our core values are centered around caring, teamwork, and progressiveness. We recognize that...
-
Relationship Manager
1 month ago
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 other related services through our extensive network. Our core values are centered around caring, teamwork, and progressiveness.Job Title: Relationship Manager - Wealth and Portfolio GrowthWe are seeking a skilled Relationship Manager to...
-
Strategic Wealth Partnership Specialist
4 weeks 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...
-
Relationship Manager Specialist
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeAbout CitiCiti is a global bank with a rich history spanning over 200 years. We have the privilege of connecting millions of people across hundreds of cities and countries every day through our unparalleled global network.We provide a broad range of financial services and products to our clients, including consumers, corporations, governments, and...
-
Hong Kong, Central and Western District, Hong Kong SAR China Jigsaw Financial Full timeAt Jigsaw Financial, we are seeking a driven and experienced Senior Sustainability Index Sales Specialist to join our team in the Asia Pacific region. This role will be responsible for distributing bespoke Sustainability Indexes to institutional clients, asset managers, and private banks across the region.Job Responsibilities:Distribute bespoke...
-
Financial Markets Specialist
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Jane Street Full timeWe are seeking a highly motivated and analytical individual to join our Sales and Trading team as a Financial Markets Specialist. This internship is an excellent opportunity for students to gain hands-on experience in financial markets, develop their client relationship skills, and learn from experienced professionals.About the ProgramOur program focuses on...
-
Senior Corporate Relationship Banking Specialist
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China 11062 Citibank, N.A. Hong Kong Full timeAs a Senior Corporate Relationship Banking Specialist at 11062 Citibank, N.A. Hong Kong, you will have the opportunity to work with clients in building and strengthening effective portfolios.About the RoleThis is a full-time position that requires a seasoned professional with sound knowledge of banking and investment products as well as a track record of...
-
Financial Operations Specialist
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China The Hong Kong University of Science and Technology Full time**Company Overview**The Hong Kong University of Science and Technology's Treasury team plays a crucial role in managing the institution's working capital and investments.We are seeking an experienced professional to join our team as a Financial Operations Specialist, reporting directly to the Treasurer.Estimated Salary: HKD 800,000 - HKD 1,200,000 per...
-
Financial Relationship Expert
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeAbout the RoleHang Seng Bank is committed to delivering exceptional service to our customers through our talented team members. We are currently seeking a highly skilled Relationship Manager to join our team.Key ResponsibilitiesManage relationships with our Prestige clients to understand their financial goals and deliver tailored solutions.Develop and...
-
Digital Financial Services Relationship Specialist
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeKey Responsibilities:As a Citigold Relationship Manager at Citi, you will be responsible for reviewing customer needs and asset allocation, proactively engaging with customers to validate their understanding of their needs, and advising customers to enrich their relationships by mobilizing additional funds and selling other fee-based products and services...
-
Financial Relationship Manager
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China China CITIC Bank International Limited Full timeDiscover a rewarding career as a Financial Relationship Manager at China CITIC Bank International Limited, where you will play a pivotal role in building and maintaining relationships with high net worth individual customers.Estimated Salary: HK$600,000 - HK$1,200,000 per annumJob Description:About the Role:We are seeking a highly skilled and experienced...
-
Strategic Relationship Development Specialist
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Selby Jennings Full timeJob SummaryWe are seeking a highly skilled Strategic Relationship Development Specialist to join our team at Selby Jennings.About the RoleThis is an exciting opportunity for a professional with expertise in private banking to contribute to the growth and development of our clients' relationships.The successful candidate will be responsible for supporting...
-
Financial Management Specialist
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Green Lake Executive Search Co. Limited Full timeGreen Lake Executive Search Co. Limited seeks a skilled Financial Management Specialist to lead our crypto asset management efforts. As a key member of the team, you will be responsible for developing budgets and business plans, building strong relationships with stakeholders, and monitoring performance metrics.Key Responsibilities:Develop and implement...
-
Financial Stability and Support Specialist
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Bloomberg Full timeAt Bloomberg, we're committed to delivering critical information in a world where information matters. As a Financial Stability and Support Specialist, you'll play a vital role in maintaining technological stability and mitigating financial risk for our clients across their Bloomberg solutions and workflows.About the RoleThis is an exciting opportunity to...
-
Banking Relationship Specialist
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeCiti, a leading global financial institution, offers a unique opportunity for a high-caliber professional to join its team as a Banking Relationship Specialist in the Consumer Market. This role is based in Hong Kong and requires a strong background in customer service, sales, and reference management.About CitiAt Citi, we strive to provide exceptional client...
-
Treasures Relationship Banking Specialist
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeUnlock New Opportunities as a Treasures Relationship Manager at DBS BankWe are seeking an experienced and results-driven individual to join our team as a Treasures Relationship Manager. In this role, you will be responsible for acquiring new high net-worth customers and soliciting business opportunities through proactive cross-selling, referrals, and...