Executive Wealth Manager
1 day ago
We are seeking an experienced and results-driven Executive Wealth Manager to join our team at DARMAX GLOBAL. In this role, you will be responsible for building and maintaining strong relationships with high-net-worth individuals and families, providing them with exceptional service and ensuring their financial goals are met.
- Client Relationship Management: Develop and maintain a deep understanding of clients' needs, preferences, and goals, and create tailored solutions to meet their expectations.
- Financial Advice: Offer strategic financial guidance on investment management, estate planning, and risk management, drawing from your expertise in wealth management and the Chinese market.
- Portfolio Monitoring: Analyze investment portfolios and provide actionable insights to optimize performance, aligning with clients' objectives.
- Market Research: Conduct thorough research to identify investment opportunities, trends, and potential risks within the Chinese market and beyond.
- Team Collaboration: Work closely with internal teams to deliver comprehensive solutions to clients, leveraging your network and expertise.
- Clients Education: Educate clients on financial products, investment strategies, and market developments to empower informed decision-making.
To succeed in this role, you must possess:
- A bachelor's degree in Finance, Business Administration, or a related field; a master's degree or relevant certification (e.g., CFA, CFP) is highly desirable.
- At least 5 years of experience in wealth management, private banking, or family office services, with a focus on Chinese clients.
- A strong understanding of financial markets, investment strategies, and wealth management principles.
- Excellent communication and interpersonal skills, with fluency in Mandarin and English preferred.
- Proven ability to build trust and rapport with high-net-worth individuals and families.
- Strong analytical and problem-solving skills with a client-centric approach.
We offer:
- A competitive salary and performance-based bonuses.
- A comprehensive benefits package, including health insurance plans.
- Opportunities for professional development and career advancement.
- A dynamic and supportive work environment.
-
Private Wealth Management Executive
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full timeAbout the RoleWe are seeking an exceptional Private Wealth Management Manager to join our team at Futu Securities International (Hong Kong) Limited. As a key member of our private banking division, you will be responsible for delivering high-quality services to our VIP clients.Key ResponsibilitiesEstablish and maintain strong relationships with clients to...
-
Wealth and Health Program Manager
54 minutes ago
Hong Kong, Central and Western District, Hong Kong SAR China Lululemon Athletica Full timeKey ResponsibilitiesAs a Health & Wealth Specialist, you will be responsible for:Providing comprehensive administration support to the Senior Health & Wealth Manager, ensuring seamless execution of business priorities.Owning day-to-day benefits management within market, including vendor liaison, invoice processing, and tax reporting.Administering retail...
-
Strategic Account Manager
54 minutes ago
Hong Kong, Central and Western District, Hong Kong SAR China Talent Pro Recruitment Company Limited Full timeAt Talent Pro Recruitment Company Limited, we are seeking an experienced Retail Banking Relationship Manager to join our team.About the RoleThis is a fantastic opportunity for a results-driven professional to build and maintain strong relationships with assigned Chinese background customer portfolio. As a key player in our wealth management team, you will be...
-
Wealth Management Professional
1 day ago
Hong Kong, Central and Western District, Hong Kong SAR China CLSA Full timeAbout the RoleWe are seeking an experienced Wealth Management Professional to join our team as an Assistant Manager. In this role, you will be responsible for managing client relationships and delivering a wide range of private wealth management services to External Asset Management (EAM)/ Introducing Broker(IB) institutional clients.Key...
-
Strategic Wealth Management Leader
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China AIA International Limited. Full timeAIA International Limited is driving an innovative movement to create a healthier, more sustainable future for everyone.About the RoleAs the Senior Principal /Associate Director of Life & Wealth Management Strategy team, you will be responsible for formulating wealth management propositions, driving business strategies, developing and executing sales &...
-
Wealth Management Professional
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China CICC Full timeAbout CICCCICC is a leading investment bank in China, providing innovative solutions to our clients.Job DescriptionThis role is responsible for fostering business relationships with high-net-worth individuals and their families, as well as corporates. The ideal candidate will possess excellent communication skills and be able to understand client needs and...
-
Senior Private Wealth Manager
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeJob DescriptionAn exciting opportunity has arisen for a Senior Private Wealth Manager to join our team at Bank Of China (Hong Kong) Limited. As a key member of our private banking department, you will be responsible for providing exceptional service to high net worth clients and assisting investment consultants in analyzing market trends and preparing...
-
Global Wealth Management Expert
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Deutsche Bank Full timeCompany OverviewDeutsche Bank's IPB business is a leading wealth manager worldwide, offering clients a comprehensive range of traditional and alternative investment solutions. As a trusted partner for wealthy individuals and entrepreneurs, family offices, and foundations, we create lasting value through bespoke solutions. Our global network and close...
-
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeOverviewCiti, a global leader in the financial services industry, is seeking an experienced professional to join our team as Digital Innovation Strategist for Wealth Management. This role is part of our Digital Product Management job family and will be based in Hong Kong.Job SummaryWe are looking for a skilled strategist who can develop and execute...
-
Strategic Wealth Management Associate
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time**Job Description**: We are seeking a highly motivated and results-driven Strategic Wealth Management Associate to join our Private Banking team in Hong Kong. As a key member of our team, you will play a vital role in supporting investment consultants in analyzing market trends and preparing investment proposals.Key Responsibilities:Analyze Market Trends:...
-
Wealth Management Professional
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeKey ResponsibilitiesDeliver the full range of wealth management and banking services to HSBC's high net worth individual clients, establishing and managing relationships to grow portfolio assets under management and revenue.Identify and leverage business development opportunities across HSBC's channels, network, and brand to pursue growth with a focus on...
-
Digital Transformation Lead
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeAs a key member of Bank Of China (Hong Kong) Limited, the successful candidate will be responsible for driving digital transformation initiatives in our Wealth Management department.About the RoleThe Business Technology Manager (Portfolio Management / Investment Advisory) plays a vital role in shaping our business strategy through effective IT solutions....
-
Human Resources Business Partner Lead
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Fargo Wealth Group Limited Full timeCompany OverviewFargo Wealth Group Limited is a leading wealth management firm committed to providing exceptional investment services to our clients.
-
Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full timeCompany OverviewAt Goldman Sachs, we strive to empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide comprehensive advice and services to a wide range of clients, including high net worth individuals, family offices, foundations, and corporations.Job DescriptionWe are seeking a...
-
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeAbout Hang Seng Bank LimitedWe are committed to service excellence, focusing on personal wealth management and financial services through our one-stop wealth management initiatives. Our goal is to provide best-in-class products and services to over half of the adult population in Hong Kong.Job SummaryWe seek a high-caliber professional to manage...
-
Wealth Management Specialist
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full timeJob DescriptionWe are seeking a highly skilled Wealth Management Specialist to join our team at Goldman Sachs Group, Inc. This role will involve working closely with clients to provide exceptional service and support.About the RoleThis is an exciting opportunity for a motivated and results-driven individual to join our Wealth Management team. As a Wealth...
-
Wealth Management Expert
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full timeOur teams work one-on-one with high net worth individuals and families, as well as select institutions, including foundations and endowments. The New Private Wealth Advisor Development Framework allows new advisors to gain a comprehensive level of general knowledge and acquire specialized expertise within the team. As a trusted advisor, you will serve as a...
-
Wealth Management Professional
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeAbout UsCiti is a global leader in financial services, serving millions of people across hundreds of cities and countries every day. With over 200 years of experience, we provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions.Our ApproachWe take a unique approach to...
-
Hong Kong, Central and Western District, Hong Kong SAR China CICC Full timeCompany Overview:CICC, a leading financial institution, is seeking an experienced wealth management professional to join our team as a Strategic Wealth Director. In this role, you will be responsible for managing and growing our affluent client base, driving revenue growth, and delivering exceptional client service.Job Description:As a Strategic Wealth...
-
Wealth Management Expert
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full timeJob Title: Wealth Management ExpertWe are seeking a skilled professional to manage client portfolios and provide exceptional service.Serve as the primary point of contact for clients, providing timely and accurate information regarding their inquiries and account activities.Analyze and monitor client investments, ensuring alignment with their financial goals...