Strategic Portfolio Manager for High Net Worth Clients
24 hours ago
We are seeking a skilled Senior Relationship Manager/Team Lead/AE to join our team at Ping An of China Securities (Hong Kong) Company Limited. As a key member of our wealth management team, you will be responsible for providing comprehensive financial services to high net worth individual clients.
The ideal candidate will have a strong background in investment products and strategy, with excellent communication and interpersonal skills. You will be working closely with other departments to identify cross-selling opportunities and bring all relevant products and services to our clients.
A successful candidate will possess the following skills:
- Strong knowledge of investment products, including funds, equities, margin financing, insurance, and structured products.
- Excellent client relationship, credit assessment, and communication skills.
- Solid understanding of investment products and strategy for ultra-high net worth clients.
- Self-starter mentality with a strong desire for business development and self-improvement.
- High level of customer centricity mindset with dedication to delivering exceptional quality services for customers.
In return for your expertise, we offer a competitive salary of HK$600,000 - HK$900,000 per annum, depending on experience, plus a range of benefits, including bonuses and professional development opportunities.
-
High Net Worth Client Portfolio Manager
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeJob SummaryWe are seeking a highly experienced and skilled individual to join our team as a High Net Worth Client Portfolio Manager. This role will involve managing relationships with our most valued clients, providing financial advice, and developing strategies to help them achieve their wealth creation goals.About UsHSBC is a global banking and financial...
-
High Net Worth Client Relationship Manager
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeAt Bank Of China (Hong Kong) Limited, we are seeking an exceptional High Net Worth Client Relationship Manager to join our Private Banking team.About the RoleWe offer a highly competitive salary of HKD 600,000 per annum, commensurate with experience, and a comprehensive benefits package.Key ResponsibilitiesDevelop and execute business plans to acquire new...
-
High-Net-Worth Client Relationship Manager
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Gopher Asset Management 歌斐資產 Full timeCore Responsibilities:We are seeking a highly skilled and experienced High-Net-Worth Client Relationship Manager to join our team at Gopher Asset Management. This is an exciting opportunity for individuals with strong interpersonal skills, a proven track record in the financial industry, and a passion for delivering exceptional client experiences.The...
-
High Net Worth Relationship Manager
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full timeAbout Dah Sing Financial GroupEstablished in Hong Kong, Dah Sing Financial Group is a leading financial services provider offering banking, insurance, and investment services through its extensive network of over 70 branches. The company prioritizes a culture that values caring, teamwork, and progressiveness. Our goal is to foster an environment where...
-
High Net Worth Client Service Specialist
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeCareer Opportunity in Private BankingHang Seng Bank Limited is committed to delivering exceptional service quality. Our people are our most valuable asset and play a vital role in enhancing our performance for customers and providing best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good...
-
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeJob DescriptionWe are seeking a highly skilled Customer Relationship Manager (Cross-boundary) to join our team at Hang Seng Bank Limited.About the RoleThis is an excellent opportunity for a motivated and experienced professional to provide financial planning services to high-net-worth, mainland, and offshore clients. As a key member of our Retail...
-
High Net Worth Relationship Manager
24 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China CITIC CLSA Full timeCompany OverviewCitic CLSA is a leading financial services company with a strong presence in the Asia-Pacific region.We are seeking an experienced High Net Worth Relationship Manager to join our team.Salary: HKD 500,000 - HKD 800,000 per annum (dependent on experience).Job DescriptionAbout the RoleThe successful candidate will be responsible for maintaining...
-
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeDBS Bank OpportunityDBS Bank offers a unique opportunity for a seasoned investment professional to join our elite team of private banking specialists. With a strong focus on delivering personalized wealth management solutions to high net worth clients, we are seeking a skilled investment strategist to join our ranks.Key HighlightsEstimated salary: $150,000 -...
-
High Net Worth Insurance Expert
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeAt HSBC Global Private Banking, we help high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts provides tailored solutions to access investment opportunities worldwide, plan for the future with wealth and succession planning, manage portfolios, and find the right support...
-
High-Net-Worth Individual Sales Specialist
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Gopher Asset Management 歌斐資產 Full timeJob Summary:As a High-Net-Worth Individual Sales Specialist at Gopher Asset Management 歌斐資產, you will be responsible for developing and maintaining strong relationships with high-net-worth clients in Hong Kong, Singapore, and other regions. You will provide professional asset management advice and solutions tailored to the needs of high-net-worth...
-
High Net Worth Financial Manager
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China HARBRIDGE PARTNERS Full timeJob DescriptionWe are seeking a seasoned professional to lead our Private Banking and High Net Worth (PHNW) segment. As a High Net Worth Financial Manager, you will be responsible for delivering premium service to our private banking clients and their families.The ideal candidate will have at least 10 years of experience in Private Banking and PHNW, with...
-
High Net Worth Client Liaison Specialist
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China MatchTalent Limited Full timeExclusive Hospitality and Event Coordinator RoleWe are seeking a skilled and experienced Community Manager to provide exceptional customer service and arrange exclusive events for our high net worth clients at MatchTalent Limited.Responsibilities:Deliver outstanding hospitality experiences to our discerning clients, including the company's loyal clientele...
-
High Net Worth Underwriting Specialist
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Sun Life Full timeJob Title: High Net Worth Underwriting SpecialistJob Summary:We are seeking a highly skilled High Net Worth Underwriting Specialist to join our team at Sun Life. As a key member of our underwriting team, you will be responsible for assessing and managing risk for high net worth clients.Key Responsibilities:Perform underwriting risk assessments within...
-
High Net Worth Relationship Manager
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeAbout CitiCiti is a leading global financial services institution with a rich history spanning over 200 years. With a presence in hundreds of cities and countries, we connect millions of people every day through our unparalleled global network.Our VisionWe provide a broad range of financial services and products to help our clients meet their biggest...
-
Hong Kong, Central and Western District, Hong Kong SAR China DARMAX GLOBAL Full timeAt DARMAX GLOBAL, we are seeking a seasoned Business Development Director to spearhead our wealth management initiatives focused on high-net-worth individuals.About the RoleThis strategic position demands a proven track record of building and maintaining strong relationships with affluent clients, ensuring exceptional service delivery and client...
-
Hong Kong, Central and Western District, Hong Kong SAR China King Deux Search & Consulting Full timeKing Deux Search & Consulting is a specialized executive search firm that offers bespoke talent solutions across financial services and commerce.We are committed to finding the right opportunity for our candidates while leaving a lasting legacy beyond the hiring process.Our esteemed client excels as a premier provider of personalized lifestyle and...
-
Hong Kong, Central and Western District, Hong Kong SAR China Value Search Asia Full timeOverviewValue Search Asia is a leading wealth management firm that specializes in serving high net worth individuals in Greater China. SalaryThe estimated annual salary for this role is $120,000 - $200,000 USD, depending on experience and qualifications. Job DescriptionWe are seeking an experienced relationship manager to join our team in Greater China. As...
-
Strategic Portfolio Manager
24 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China CICC Full timeJob Description:We are seeking a highly skilled and experienced Strategic Portfolio Manager to join our team at CICC. In this role, you will be responsible for leading the development of comprehensive wealth planning and asset allocation strategies for high net worth clients in the region.Key Responsibilities:Lead Target Setting and Implementation:...
-
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 financial services through its extensive network of over 70 branches across Hong Kong, Macau, and Mainland China.We foster a culture that values caring, teamwork, and progressiveness. We recognize the uniqueness of each individual and...
-
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeOverviewHang Seng Bank Limited is a leading financial institution in Hong Kong, committed to service excellence and customer satisfaction.SalaryThe estimated salary for this position is around HKD 80,000 - 120,000 per month, depending on experience.Job DescriptionAs a Prestige Private Relationship Manager at Hang Seng Bank, you will be responsible for...