Wealth Management Specialist

6 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Full time

Wealth Management Specialist

At 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 clients.
  • Work closely with clients to understand their financial goals and objectives.
  • Provide ongoing support and guidance to clients to help them achieve their financial goals.
  • Collaborate with other professionals within the firm to provide a holistic approach to wealth management.

Requirements:

  • Minimum 1 year of relevant experience in wealth management or a related field.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Cantonese and Mandarin language proficiency required.
  • HK SFC paper 1 required within the first six months of employment.


  • Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full time

    Join BNP Paribas Wealth Management in Hong KongWe are seeking a talented and motivated individual to join our Wealth Management team in Hong Kong as an Investments Services Analyst. This is a unique opportunity to develop your skills and knowledge in investment products and services, and to contribute to the success of our business.About the RoleAs an...


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

    Job Summary:We are seeking a highly skilled and experienced professional to join our Client Middle Office team as a Client Onboarding Specialist. In this role, you will be responsible for handling KYC reviews of new private banking clients and other issues related to client onboarding.Key Responsibilities:Conduct thorough KYC reviews of new clients to ensure...


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

    Job DescriptionWe are seeking a highly skilled and experienced professional to join our Client Middle Office team as a Client Onboarding Specialist. In this role, you will be responsible for handling the Know Your Customer (KYC) review of new private banking clients and other issues related to client onboarding.Key Responsibilities:Handle all matters related...


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

    Job Summary:We are seeking a skilled professional to join our team as a Client Onboarding Specialist in our Client Middle Office. As a key member of our team, you will be responsible for handling KYC reviews and other client onboarding matters.Key Responsibilities:Conduct thorough KYC reviews of new private banking clients to ensure compliance with...


  • Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full time

    About 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...


  • Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full time

    Job 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...


  • Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full time

    About 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 successful candidate will be responsible for leading a...


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

    Job 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...


  • Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full time

    Job 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...


  • Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full time

    About BNP Paribas Wealth ManagementAs a leading European Union bank and one of the world's largest financial institutions, BNP Paribas offers a wide range of financial services for corporate, institutional, and private investors. Our wealth management division provides expert advice and tailored solutions to help clients achieve their financial goals.Job...


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

    About the Role:Indosuez Wealth Management is seeking a highly skilled Client Onboarding Manager to join our team. As a key member of our Middle Office, you will be responsible for ensuring the smooth onboarding of new private banking clients.Key Responsibilities:Manage the client onboarding process, including KYC/ CDD/ CRA reviews, to ensure compliance with...


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

    Job 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...


  • Hong Kong, Central and Western District, Hong Kong SAR China Fargo Wealth Group Limited Full time

    About 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,...

  • FX Specialist

    2 months ago


    Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    About Hang Seng BankHang Seng Bank is a leading financial institution in Hong Kong, committed to delivering exceptional service excellence and providing best-in-class products and services to our customers.Our VisionWe strive to be the bank of choice for our customers, employees, and shareholders, by fostering a dynamic and inclusive work environment that...


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

    Unlock Your Potential in Wealth ManagementHSBC is seeking a high-calibre professional to join our Wealth and Personal Banking team as a Wealth Investment Product Expert.As a Wealth Investment Product Expert, you will be a subject matter expert on Wealth Investment Solutions, providing market updates to support Premier Relationship Managers in exploring...


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

    Job Title: Wealth Investment Product ExpertHSBC is seeking a high-calibre professional to join our team as a Wealth Investment Product Expert.About the RoleAs a Wealth Investment Product Expert, you will be a subject matter expert on Wealth Investment Solutions, providing market updates to support Premier Relationship Managers exploring wealth investment...


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

    About the RoleWe are seeking a highly skilled and experienced Wealth Investment Product Expert to join our team at HSBC. As a key member of our Wealth and Personal Banking division, you will play a critical role in providing expert advice and guidance to our customers on investment products and solutions.Key ResponsibilitiesTechnical Coaching and...

  • Vice President

    1 month ago


    Hong Kong, Central and Western District, Hong Kong SAR China Brookfield Asset Management, Inc Full time

    Job Title: Vice President - Asset Management - Private Wealth Sales, Greater ChinaJob Summary:We are seeking an experienced Vice President to join our Asset Management team in Greater China. The successful candidate will be responsible for driving wealth management sales across the region, including Hong Kong, Taiwan, and China. The role will involve...

  • Vice President

    3 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China Brookfield Asset Management, Inc Full time

    Job Title:Vice President - Asset Management - Private Wealth Sales, Greater ChinaJob Summary:We are seeking an experienced Vice President to join our Brookfield Asset Management team in Hong Kong. The successful candidate will be responsible for driving wealth management sales across Greater China, including Hong Kong, Taiwan, and China onshore. The role...


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

    Unlock Your Potential in Wealth InvestmentHSBC is seeking a high-calibre professional to join our team as a Wealth Investment Product Expert. As a key member of our Wealth and Personal Banking team, you will play a critical role in delivering exceptional wealth management solutions to our clients.Key Responsibilities:Provide technical coaching and skills...