Senior Wealth Management Professional
3 days ago
We are looking for a Senior Wealth Management Professional to join our team at the Bank of China. In this role, you will be responsible for providing expert advice on wealth management solutions to our clients and developing strategic partnerships with external organizations.
Main Responsibilities
- Conduct thorough financial analyses to identify clients' wealth management needs.
- Develop and implement customized wealth management plans to meet clients' objectives.
- Maintain strong relationships with clients and provide ongoing support to ensure their long-term financial well-being.
- Collaborate with internal stakeholders to develop and execute business strategies that drive growth and revenue.
Qualifications
- Bachelor's degree in Finance, Economics, or a related field.
- Minimum 2 years of experience in wealth management or a related field.
- Hold relevant certifications, such as CFP or Chartered Financial Analyst (CFA).
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
-
Senior Wealth Management Professional
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Scotiabank Full timeScotiabank is committed to providing our clients with exceptional wealth management services. We're seeking a Senior Wealth Management Professional to join our team in Hong Kong, who will work closely with clients to understand their needs and goals.The ideal candidate will have a strong background in wealth management, with experience in providing tailored...
-
Financial Services Professional
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Wealth Management Cube Ltd Full timeWealth Management Cube Ltd is a leading financial institution in Hong Kong offering B2B & B2B2C Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions. Our Finance team is looking for a skilled and detail-oriented individual to fill the role of Financial Services Professional.Main Responsibilities:Manage daily client transactions,...
-
Wealth Management Professional
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China China Securities (International) Finance Holding Company Limited Full timeAbout the RoleWe are looking for a Wealth Management Professional to join our team at China Securities (International) Finance Holding Company Limited. This is an exciting opportunity to develop your career in finance and work with a leading company in the industry.Key Responsibilities:Client Service: Provide comprehensive and professional financial services...
-
Wealth Management Professional
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank of China Full timeJob Overview:As a Wealth Management Professional, you will assist in analyzing market trends and preparing investment proposals. This role is ideal for individuals who want to develop their skills in private banking and wealth management.Key Responsibilities:Support Investment Consultants in researching market trends and developing investment...
-
Settlement Operations Manager
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Wealth Management Cube Ltd Full timeWealth Management Cube Ltd provides innovative financial solutions in Hong Kong through its licensed corporation (CE No. BEC913). As a key player in the market, we seek an experienced Settlement Operations Manager to lead our Finance team.Core Responsibilities:Oversee daily client transaction processing, ensuring accuracy and timelinessCoordinate funds...
-
Wealth Management Associate
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Links International Full timeAs a Wealth Management Associate at Links International, you will play a key role in supporting our wealth management division in Hong Kong. You will be responsible for assisting senior team members in developing and maintaining client relationships, providing administrative support, and contributing to business growth initiatives.Responsibilities:Assist...
-
Financial Fund Analyst
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China River Delta Wealth Management Full timeRiver Delta Wealth Management is a leading family office and asset management platform dedicated to safeguarding our clients' long-term financial futures. We offer a comprehensive range of services, including asset and investment management, succession planning strategies, and wealth structuring, all integrated into a seamless family office and asset...
-
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeWealth and Personal Banking at HSBC We are seeking a high-calibre professional to join our team as a Senior Marketing Manager, Wealth. This role is focused on developing and implementing marketing plans and programmes to support the Asia Wealth ambition of HSBC. Key Responsibilities Develop and implement go-to-market strategies to promote cross-continuum...
-
Senior Marketing Manager, Wealth
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeSome careers have more impact than others. If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Wealth and Personal...
-
Fund of Hedge Funds Analyst
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China River Delta Wealth Management Full timeFund of Hedge Funds Analyst - Family Office Analyst A family office and asset management platform that is dedicated to safeguarding our clients' long-term financial futures. We offer a comprehensive range of services, including asset and investment management, succession planning strategies, and wealth structuring, all integrated into a seamless family...
-
Wealth Management Specialist
1 day ago
Hong Kong, Central and Western District, Hong Kong SAR China AIA Hong Kong and Macau Full timeJoin AIA Hong Kong and Macau as a Senior Wealth Management Manager and take advantage of this exciting career opportunity.About the Role:You will be responsible for selecting financial and insurance products based on clients' financial situation and providing professional wealth management services.Handle underwriting and insurance claims, while maintaining...
-
Wealth Management Expert
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank of Communications (Hong Kong) Limited Full timeCompany Overview">The Bank of Communications (Hong Kong) Limited is a leading financial institution in Hong Kong, committed to providing high-quality wealth management services to its discerning clients.">Job Summary">We are seeking an experienced Wealth Management Expert to join our team, responsible for managing a portfolio of high net worth clients and...
-
Asset Management Specialist
1 day ago
Hong Kong, Central and Western District, Hong Kong SAR China River Delta Wealth Management Full timeWe are seeking an experienced Financial Fund Analyst to join our team at River Delta Wealth Management. As a Financial Fund Analyst, you will be responsible for participating in fund of funds investments, focusing on fund selection, analysis, and due diligence. You will also prepare detailed fund due diligence reports and manage post-investment relationships...
-
Wealth Management Professional
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeAbout UsHSBC is a global banking and financial services company that serves over 41 million customers worldwide.We offer a range of services including retail banking, wealth management, asset management, and insurance.Our international network enables us to deliver on our purpose of opening up a world of opportunity for our customers.Job DescriptionWe are...
-
Fund Transaction Officer
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Wealth Management Cube Ltd Full timeWealth Management Cube Ltd is a leading financial services provider in Hong Kong offering Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions. We are seeking a skilled Financial Services Professional to join our Finance team.Job Summary:Responsible for handling daily client transactions including deposits, withdrawals, FX, and...
-
Wealth Manager
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China St. James's Place – Asia & Middle East Full timeAt St. James's Place, a globally recognised leader in wealth management, we offer you the autonomy to maximize your potential and develop your own client base within our prestigious organisation. Why St. James's Place? Impressive Scale : With £179 billion (circa $226 billion USD) in client funds under management, we set the industry standard for trust and...
-
Wealth Management Intern
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China AIA Hong Kong and Macau Full time【AIA Group】Branch Manager & Director | Humble Team (start from 2018) | All members are with MDRT Certificates| Welcome all talents to join our team Exciting Opportunity for Aspiring Finance Professionals Are you a university student looking to kickstart your career in wealth management? Look no further We are thrilled to announce the Challenge Wealth...
-
Hong Kong, Central and Western District, Hong Kong SAR China Raffles Family Office Full timeTalent Acquisition RoleWe are looking for a seasoned professional to join our talent acquisition team as a Vice President, Talent Acquisition (Wealth Management). The ideal candidate will have a strong background in private banker recruitment and excellent communication skills.ResponsibilitiesProactively identify, source, and attract high-quality...
-
Senior Wealth Management Professional
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full timeWe are currently hiring experienced Private Bankers, Senior Private Bankers, and Senior Relationship Managers to join an esteemed Private Swiss Bank in multiple locations worldwide.The successful candidates will be responsible for managing high net worth individuals (HNWIs) and building, managing, and growing a portfolio of ultra-high-net-worth clients.To be...
-
Wealth Management Associate
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China International Executive Service Corps Full timeHigh Net Worth Client Engagement This role involves building and maintaining relationships with high net worth banking clients, identifying their wealth management needs, and developing strategies to meet those needs through proactive business development and relationship building.Main Responsibilities:Develop and execute sales plans to promote wealth...