Senior Wealth Management Specialist
17 hours ago
We are seeking a Senior Wealth Management Specialist to join our team in Hong Kong. This is a full-time position that requires strong analytical and communication skills.
The ideal candidate will have at least 5 years of experience in wealth management, preferably with experience in middle office. They should be able to review and approve all risk accounts, including high-risk accounts, and have strong presentation and interpersonal skills.
This role offers a comprehensive total rewards package, including bonuses, flexible benefits, and competitive compensation. The salary for this position is estimated to be around $120,000 - $180,000 per year, depending on experience.
As a Senior Wealth Management Specialist, you will work closely with various stakeholders to support the Wealth Management Business on client onboarding. You will be responsible for reviewing client/prospect background and profile, assessing plausibility of source of wealth corroboration, and advising front office on alternative solutions that meet internal policy and regulatory requirements.
In addition, you will conduct checks on various KYC search engines, review results, and escalate where necessary. You will also participate in projects such as system UAT and follow up on system enhancement/implementation.
If you are a detail-oriented individual with excellent analytical and communication skills, we encourage you to apply for this exciting opportunity.
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Senior Relationship Manager, Wealth Management
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full timeJob SummaryWe are seeking a skilled Senior Relationship Manager, Wealth Management to join our team at BNP Paribas Wealth Management. The successful candidate will be responsible for identifying, originating, developing, and maintaining high-value client relationships in an advisory capacity.Key ResponsibilitiesContribute to the team's performance, achieving...
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Senior Client Onboarding Specialist
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Indosuez Wealth Management Full timeJob DescriptionRole OverviewWe are seeking a highly skilled Senior Client Onboarding Specialist to join our team at Indosuez Wealth Management. As a key member of our Middle Office, you will be responsible for handling KYC reviews of new private banking clients and other issues related to client onboarding.Key ResponsibilitiesPerform account opening...
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Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full timeJob DescriptionBNP Paribas Wealth Management is seeking a Senior Investment Counselor to provide holistic investment advice to clients. The ideal candidate will have at least 10 years of experience in portfolio management and a strong understanding of financial markets.Key ResponsibilitiesProvide investment advice to clients based on their risk profile and...
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Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full timeJob DescriptionAs a Marketing Officer in the Wealth Management division of BNP Paribas, you will play a vital role in supporting the team in executing various marketing, communication, and engagement initiatives.Key ResponsibilitiesDrive engaging content development to enhance client experienceDevelop and maintain client-friendly marketing materials,...
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Wealth Management Team Head
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full timeAbout BNP Paribas Wealth ManagementBNP Paribas Wealth Management is a leading international financial institution with a presence in 14 markets across Asia Pacific. With over 15,000 employees, we provide a wide range of financial services to corporates, institutional, and private investors.Job PurposeThe Team Head, Relationship Management, Wealth Management...
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Client Onboarding Specialist
17 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Indosuez Wealth Management Full timeOverviewWe are seeking a highly skilled Client Onboarding Specialist to join our team at Indosuez Wealth Management.About the RoleThis is a key position responsible for ensuring compliance with regulatory requirements and internal policies during the client onboarding process.Main Responsibilities:Conduct thorough KYC/CDD/CRA reviews to verify client...
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Client Onboarding Specialist
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Indosuez Wealth Management Full timeJob SummaryWe are seeking a skilled Client Onboarding Specialist to join our team at Indosuez Wealth Management. As a key member of our Middle Office, you will be responsible for handling KYC reviews and other client onboarding matters.Key Responsibilities:Perform KYC/CDD/CRA reviews for new private banking clientsProvide support to the Head of Client Middle...
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Senior Wealth Management Specialist
1 day ago
Hong Kong, Central and Western District, Hong Kong SAR China Gentleman Capital Limited Full timeGentleman Capital Limited seeks a Senior Wealth Management Specialist to join our team in Hong Kong. As an Investment Consultant, you will be responsible for providing comprehensive investment services to our high-net-worth clients.Job DescriptionYou will analyze client portfolios and provide tailored investment recommendations based on their risk tolerance...
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Senior Wealth Management Specialist
17 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Frontier Financial Group Limited Full timeJob Description:We are seeking a highly skilled and experienced Senior Wealth Management Specialist to join our team at Frontier Financial Group Limited.About the Role:The successful candidate will be responsible for providing exceptional wealth management services to high-net-worth clients, building long-term relationships, and exploring new business...
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Wealth Management Specialist
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Frontier Financial Group Full timeKey Responsibilities:Deliver premium wealth management services to high-net-worth clients under the Capital Investment Entrant Scheme.Drive business development and sales through extensive experience in financial and/or immigration consulting.Manage designated client portfolios and onboard new clients.Develop strong relationships with clients, understanding...
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Wealth Management Specialist
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Full timeWealth Management SpecialistAt Goldman Sachs, we are committed to helping our clients achieve their financial goals. As a Wealth Management Specialist, you will play a key role in providing comprehensive wealth management plans for high net worth individuals and families.Key Responsibilities:Develop and implement customized wealth management plans for...
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Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeUnlock a world of opportunities with HSBC, a global banking leader that helps individuals, families, businesses, and investors achieve their financial goals.We are seeking a high-calibre professional to join our team as a Senior Wealth Management and Premier Relationship Specialist in Hong Kong. Located at the heart of Asia's financial hub, our team is...
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Senior HNW Wealth Manager
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Selby Jennings Full timeAbout Selby JenningsWe are a leading financial services recruitment firm with a strong presence in Asia.Job OverviewThis is an exciting opportunity to join our team as a Senior HNW Wealth Manager and take on a challenging role that requires expertise in wealth planning and management.Key ResponsibilitiesThe successful candidate will be responsible for...
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Senior Wealth Management Specialist
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full timeAbout Dah Sing GroupThe Dah Sing Group is a leading financial services group in Hong Kong, offering banking, insurance, and other related services through its network. Our values are caring, teamwork, and progressiveness. We believe in individual growth and a sense of pride in our work environment.We are seeking a Wealth Management Sales Executive to join...
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Senior Wealth Management Professional
1 day ago
Hong Kong, Central and Western District, Hong Kong SAR China Frontier Financial Group Full timeJob OverviewWe are seeking a highly skilled Senior Wealth Management Professional to join our team at Frontier Financial Group. In this role, you will be responsible for providing exceptional wealth management services to our high-net-worth clients.Key Responsibilities:Develop and maintain strong relationships with existing clients, understanding their...
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Wealth Management Specialist
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China CICC Full timeJob Title: Wealth ManagementJob Summary:CICC is seeking a highly motivated and experienced Wealth Management professional to join our team. As a Wealth Management specialist, you will be responsible for developing and maintaining business relationships with high-net-worth individuals, their families, and corporate clients.Key Responsibilities:Develop and...
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Wealth Management Specialist
17 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeCompany OverviewHSBC is a global banking and financial services organization that provides a wide range of products and services to individuals and businesses. With a presence in over 80 countries, we are one of the largest banking and financial services organizations in the world.SalaryThe estimated annual salary for this role is HK$250,000 - HK$400,000...
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IT Infrastructure Specialist
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Fargo Wealth Group Limited Full timeAbout This Role:Fargo Wealth Group Limited is seeking a highly skilled IT Specialist to join our team. As an IT Specialist, you will be responsible for managing the company’s IT operations, including network communication, server and data center management, data storage and backup, hardware and software setup and maintenance, office and desktop operations,...
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Senior Wealth Management Professional
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Hong Kong, Central and Western District, Hong Kong SAR China King Deux Search & Consulting Full timeAt King Deux Search & Consulting, we specialise in delivering bespoke talent solutions across the financial services and commerce sectors.We pride ourselves on not only finding suitable opportunities for our candidates but also leaving a lasting legacy that extends beyond the hiring process.About Your OpportunityWe are partnering with a pioneering private...
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Strategic Asset Manager
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Hong Kong, Central and Western District, Hong Kong SAR China Brookfield Asset Management, Inc Full timeCompany OverviewBrookfield Asset Management, Inc. is a leading global alternative asset manager with a 100+ year history of owning and operating real assets and related businesses.In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments.Together,...