Wealth Management Professional
3 weeks ago
CICC is seeking a skilled Wealth Management Professional to develop business relationships with high-net-worth individuals, their families, and corporates.
Key Responsibilities- Develop and maintain business relationships with target clients, bringing in new clients and assets under management (AUM) to the firm.
- Provide investment advisory and asset allocation services to clients.
- Offer trading and execution services for clients on equities, fixed income, foreign exchange, futures, options, mutual funds, hedge funds, private equity funds, and structured products.
- Assist clients in wealth planning and preservation through various tools and services.
- Sufficient knowledge of the Chinese and international capital markets, major investment instruments, and the firm's products and services.
- Understanding of the client's investment needs and orientation.
- Effective communication and interpersonal skills.
- Strong discipline and self-motivation.
- Solid sales experience in banking and finance companies, preferably in securities dealing and wealth management roles.
- Master's degree in relevant majors, preferably an MBA degree.
- SFC license 1 and 4.
-
Senior Relationship Manager, Wealth Management
3 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...
-
Wealth Management Team Head
1 month 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...
-
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,...
-
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...
-
Strategic Wealth Management Advisor
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Spring Professional Singapore Full timeJob Summary:We are seeking a highly skilled Investment Solutions Expert to join our team at Spring Professional Singapore. The ideal candidate will have a strong background in wealth management and be able to provide bespoke investment ideas and solutions for high net worth clients.About the Role:In this role, you will be responsible for providing financial...
-
Wealth Management Professional
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeUnlock Your Potential in Wealth ManagementWealth and Personal Banking is a global business at HSBC, combining Retail Banking and Wealth Management. Our dynamic team delivers a range of solutions and services to our diverse customer groups. As a Universal Banker, you will work across our customers, from personal banking individuals to ultra-high-net-worth...
-
Wealth Management Professional
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Full timeWealth Management OpportunitiesAt Goldman Sachs, we're committed to empowering clients and customers to reach their financial goals. Our wealth management businesses provide comprehensive advice and investment management services to high net worth individuals, family offices, and corporations. We're seeking a skilled Wealth Management Professional to join...
-
Wealth Management Professional
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China CICC Full timeJob SummaryWe are seeking a highly skilled Wealth Management Professional to join our team at CICC. The successful candidate will be responsible for managing client relationships, providing financial advice, and achieving personal performance targets.Key Responsibilities:Manage client relationships and provide personalized financial advice.Work with clients...
-
Wealth Management Professional
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Deutsche Bank Full timeOverviewDeutsche Bank's Private Banking division is a leading wealth management platform, providing bespoke solutions to high net worth individuals and families worldwide. We offer a comprehensive range of investment services, including traditional and alternative investments, as well as sophisticated wealth planning strategies.Salary and BenefitsThe...
-
Wealth Management Professional
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Bank Full timeJob Purpose:To deliver exceptional wealth management services to customers and drive business growth through innovative sales strategies.Main Responsibilities:Meet and exceed sales targets by identifying and pursuing new business opportunities.Develop and execute sales plans to promote wealth management products, including FX, ELI, UT, and other relevant...
-
Senior Wealth Management Professional
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeAbout HSBCHSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come.Job DescriptionWe are currently seeking a high calibre professional to join our team as a PC Desk Relationship Manager. As a Senior Wealth Management Professional, you will be responsible for providing...
-
Wealth Management Relationship Professional
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Bank Full timeJob DescriptionWe are seeking a skilled Wealth Management Relationship Professional to join our team at Dah Sing Bank. This role is ideal for individuals who thrive in a fast-paced environment and possess excellent communication skills.Job PurposeThe primary objective of this position is to provide exceptional service to VIP banking customers, catering to...
-
Wealth Management Professional
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Frontier Financial Group Full timeJob SummaryWe are seeking a highly skilled and experienced Relationship Manager to join our Wealth Management team at Frontier Financial Group. As a key member of our team, you will be responsible for providing exceptional wealth management services to our high-net-worth clients under the Capital Investment Entrant Scheme (CIES).Key ResponsibilitiesDevelop...
-
Senior Wealth Management Professional
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeUnlock Your Potential with HSBC Private BankHSBC Private Bank is seeking a high-calibre professional to join our team as a Relationship Manager in China. As a key member of our team, you will be responsible for providing the full suite of wealth management and banking services to our high net worth individual clients.Key Responsibilities:Establish new...
-
Senior Wealth Management Professional
3 days ago
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...
-
Wealth Management Professional
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Noah International 諾亞國際 Full timeKey ResponsibilitiesAs a Client Service Officer in Private Wealth Management, you will provide critical support to Relationship Managers in account opening and maintenance, transaction execution, and client inquiries. Your role will involve preparing business analyst reports, presentation materials, and maintaining client databases.Key Performance...
-
Senior Wealth Management Professional
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Eagle Partners (International) Company Limited Full timeJob Summary:Eagle Partners (International) Company Limited is seeking a highly skilled Senior Wealth Management Professional to join our team. As a key member of our wealth management team, you will be responsible for managing a portfolio of high net worth clients with assets under management exceeding HKD 2-3 billion.Key Responsibilities:Develop and...
-
Client Onboarding Specialist
3 days 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...
-
Senior Wealth Management Professional
4 days 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...
-
Senior Wealth Management Professional
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Frontier Financial Group Limited Full timeKey ResponsibilitiesDeliver exceptional wealth management services to high-net-worth clients, ensuring timely and professional support.Develop and maintain long-term relationships with clients, fostering loyalty and exploring new business opportunities.Receive and process client orders, forwarding them to dealers or executing trades on stock exchanges using...