Senior Wealth Management Strategist

5 days ago


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

At Be Myjob Company Limited, we are seeking a highly skilled and experienced Senior Wealth Management Strategist to join our team.

Company Overview

We are a leading financial services company dedicated to providing innovative solutions for our clients' wealth management needs. Our team of experts is committed to delivering exceptional service and building long-lasting relationships with our clients.

Job Responsibilities
  • Identify and Implement Investment Strategies: Develop and implement comprehensive investment strategies tailored to each client's unique goals, risk tolerance, and financial situation.
  • Provide Expert Advice: Offer expert advice on various wealth management products and services, including asset allocation, portfolio management, and estate planning.
  • Collaborate with Client Relationship Managers: Work closely with client relationship managers to identify cross-selling opportunities and develop joint business plans to drive growth.
  • Stay Up-to-Date with Market Trends: Stay current with market trends, regulatory changes, and industry developments to provide the best possible advice to our clients.
  • Coach and Mentor Team Members: Provide guidance and support to junior team members to help them develop their skills and knowledge in wealth management.
Requirements
  • University Degree: Hold a degree in Business Administration or a related field, preferably with professional certifications such as CFA, CFP, or CPWP.
  • Industry Experience: Have at least 5-10 years of experience in investment advisory services, with a strong understanding of global and local markets, and investment products.
  • Communication Skills: Possess excellent communication and presentation skills, with the ability to articulate complex ideas to clients and colleagues.
  • Language Proficiency: Be proficient in both written and spoken English and Chinese (Mandarin).
What We Offer

We offer a competitive salary package, bonus structure, and benefits that include health insurance, retirement plan, and paid time off. Our company culture values work-life balance, professional development, and community involvement.



  • Hong Kong, Central and Western District, Hong Kong SAR China Macrowaters Asia Fund Management Limited Full time

    We're seeking a highly experienced portfolio strategist to join our team at Macrowaters Asia Fund Management Limited. As a member of our senior leadership team, you'll play a critical role in driving the company's investment strategy and delivering exceptional results for our clients.The ideal candidate will have a strong background in investment management...


  • Hong Kong, Central and Western District, Hong Kong SAR China Wealth Management Cube Ltd Full time

    Wealth Management Cube Ltd seeks a skilled Asset Settlement Professional to join their Finance team. The successful candidate will be responsible for:Managing client money transactions, including deposits, withdrawals, FX, and internal transfersEnsuring timely and accurate funds settlementCollecting and processing feesMonitoring transaction compliance and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full time

    Our CommitmentAs a trusted partner to leading private banks, family offices, law and tax advisory firms, we offer bespoke wealth planning solutions to high net worth individuals globally. With over 40 years of experience, we have established ourselves as a premier insurance broker, specializing in procuring insurance products for our clients.We prioritize...


  • Hong Kong, Central and Western District, Hong Kong SAR China Wealth Management Cube Ltd Full time

    As a Financial Operations Specialist at Wealth Management Cube Ltd, you will be responsible for:Managing client money transactions, including deposits, withdrawals, FX, and internal transfersEnsuring timely and accurate funds settlementCollecting and processing feesMonitoring transaction compliance and riskMaintaining daily reconciliationsConfirming fund...


  • Hong Kong, Central and Western District, Hong Kong SAR China Wealth Management Cube Ltd Full time

    The role of the Account and Settlement Officer at Wealth Management Cube Ltd involves handling daily client money transactions, ensuring timely funds settlement, collecting fees, managing transaction compliance, maintaining daily reconciliations, confirming fund transfers, and performing ad-hoc duties.Key responsibilities include:Client money management:...


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

    We are seeking a Business Growth Strategist to join our team at OCBC.The ideal candidate will have a proven track record of developing and implementing business growth strategies, improving sales efficiency, and enhancing customer centricity.Key ResponsibilitiesDevelop and implement a business growth strategy to drive sales growth and improve...


  • Hong Kong, Central and Western District, Hong Kong SAR China BOC Group Life Assurance Company Limited Full time

    1 week ago Be among the first 25 applicants Direct message the job poster from BOC Group Life Assurance Company Limited Joey Kam, AChFP, Medical Insurance Specialist BOC Life rooted in Hong Kong with a strong background. Our life insurance business was launched in Hong Kong in 1998 by the main shareholders BOC Hong Kong (Holdings) Limited ("BOC Hong Kong")...


  • Hong Kong, Central and Western District, Hong Kong SAR China Macrowaters Asia Fund Management Limited Full time

    We're looking for a highly skilled asset management professional to join our team at Macrowaters Asia Fund Management Limited. As Executive Director, you'll play a key role in shaping the company's investment strategy and managing client relationships.The ideal candidate will have a deep understanding of the asset management industry and a proven ability to...


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

    At Avature, we're seeking a seasoned Senior Financial Strategist to collaborate closely with cross-functional teams and provide critical financial insights that drive business growth.The ideal candidate will have a deep understanding of finance and be skilled in developing and maintaining complex financial models to inform strategic decision-making. Key...


  • Hong Kong, Central and Western District, Hong Kong SAR China Wealth Management Cube Ltd Full time

    Wealth Management Cube Ltd is a leading financial institution in Hong Kong. As a trusted provider of B2B & B2B2C Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions, we are seeking a skilled Account and Settlement Officer to join our Finance team.Job Description:The successful candidate will be responsible for managing daily...

  • Investment Manager

    6 days ago


    Hong Kong, Central and Western District, Hong Kong SAR China Macrowaters Asia Fund Management Limited Full time

    Macrowaters Asia Fund Management Limited Hong Kong SAR Founder/Executive Director at Macrowaters Asia Fund Management LimitedWe are seeking a seasoned investment manager to join our team. The ideal candidate will have a strong background in asset management and a proven track record of delivering consistent returns to clients.The successful candidate will be...


  • Hong Kong, Central and Western District, Hong Kong SAR China Wealth Management Cube Ltd Full time

    Wealth Management Cube Ltd is a licensed corporation in Hong Kong, providing B2B & B2B2C Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions. Our Finance team seeks an Account and Settlement Officer to support our growing business.Responsibilities:Handle daily client money deposit/withdraw/FX/internal transfer processesEnsure...


  • Hong Kong, Central and Western District, Hong Kong SAR China Wealth Management Cube Ltd Full time

    Wealth Management Cube Ltd is a licensed corporation in Hong Kong, providing B2B & B2B2C Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions. Our Finance team seeks an experienced professional to support our fast-growing business as an Account and Settlement Officer.Responsibilities:Manage daily client money...


  • Hong Kong, Central and Western District, Hong Kong SAR China Wealth Management Cube Ltd Full time

    Wealth Management Cube Ltd is a forward-thinking company that delivers innovative financial solutions to clients in Hong Kong and beyond. As a key player in the B2B & B2B2C Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions markets, we require an experienced Account and Settlement Officer to join our Finance team.Role...


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

    Pension and Retirement ExpertiseMercer is seeking a Senior Consultant to join our Wealth team in Hong Kong. This role will involve leading projects related to pension and retirement needs of corporate and government clients.About the RoleThe ideal candidate will have 10+ years of experience in the pension advisory industry, including client-facing duties....


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

    At Bank Of China (Hong Kong) Limited, we are seeking an experienced Risk Management Strategist to join our team.About the RoleThis is a senior-level position that requires strong leadership skills and expertise in risk management, control, and compliance. As a Risk Management Strategist, you will be responsible for conducting risk monitoring, control, and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Fleet Management Limited Full time

    Fleet Management Limited is a pioneer in the ship management industry, boasting a 30-year legacy of excellence and innovation. With a global presence spanning 12 countries and 27 offices, we serve clients from around the world, including top-tier companies from China, Greece, India, Japan, Korea, Netherlands, Norway, Turkey, and the USA.As a Global Talent...


  • Hong Kong, Central and Western District, Hong Kong SAR China Wealth Management Cube Ltd Full time

    Wealth Management Cube ("WMCube") is a SFC licensed corporation (CE No. BEC913) in Hong Kong. We are providing B2B & B2B2C Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions. Our Finance team is looking for an Account and Settlement Officer to support our fast growing business. Responsibilities: Handle daily client money...


  • Hong Kong, Central and Western District, Hong Kong SAR China Wealth Management Cube Ltd Full time

    Wealth Management Cube ("WMCube") is a SFC licensed corporation (CE No. BEC913) in Hong Kong. We are providing B2B & B2B2C Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions. Our Finance team is looking for an Account and Settlement Officer to support our fast growing business.Responsibilities:Handle daily client money...


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

    DBS Consumer Banking Group is seeking an experienced professional to drive sales performance and lead sales teams to achieve overall sales and service targets. As a Senior Wealth Counsellor, you will be responsible for developing sales strategies and business plans for cluster branches with senior leaders and branch managers.Key ResponsibilitiesLead sales...