Senior Wealth Management Specialist
2 weeks ago
We are seeking an exceptional Comprehensive Wealth Solutions Leader to join our team at PAObank. As a key member of our wealth management division, you will be responsible for building a robust wealth management platform that meets the evolving needs of our customers.
Key Responsibilities:- Oversight of comprehensive wealth products and user engagement to create a seamless experience.
- Collaboration with cross-functional teams to drive the implementation of our wealth platform.
- Crafting a competitive fund product shelf that caters to diverse customer segments.
- Maintenance of regulatory compliance and governance standards.
- Accurate and compliant regulatory reporting.
- Bachelor's or Master's degree in Business, Finance, or related field.
- A minimum of 5 years of experience in product, risk, and regulatory compliance management within the financial services industry.
- Strong analytical and problem-solving abilities.
- Fostering open-mindedness, teamwork, and a willingness to challenge the status quo.
- Demonstrated business acumen, effective communication, and interpersonal skills.
- Proficiency in English, Mandarin, and Cantonese.
Mid-Senior level
Employment type:Full-time
Job function:Business Development, Product Management, and Customer Service
-
Private Wealth Solutions Professional
7 days ago
Hong Kong Island, Hong Kong SAR China ARK Wealth Management-NOAH Full timeUnlock new opportunities for growth and success at ARK Wealth Management-NOAH as a Senior Relationship Manager.About the Position:This is a senior-level role that requires a high degree of expertise and professionalism.Develop and maintain strong relationships with high-net-worth clients, providing tailored solutions to meet their financial needs.You will...
-
Senior Client Engagement Specialist
7 days ago
Hong Kong Island, Hong Kong SAR China ARK Wealth Management-NOAH Full timePursue a challenging role at ARK Wealth Management-NOAH and become an integral part of our team.About Us:We are a reputable private bank dedicated to providing exceptional service and tailored solutions to our discerning clients.The Job:This is an exciting opportunity to join our team as a Senior Relationship Manager and take your career to the next...
-
Senior Relationship Manager
7 days ago
Hong Kong Island, Hong Kong SAR China ARK Wealth Management-NOAH Full timeBe among the first 25 applicantsDirect message the job poster from ARK Wealth Management-NOAHResponsibilities:Acquire full range of product knowledge and continuous updatesKeep learning of global investment market, especially private banking sectorAnalyze high-net-worth client's financial needs, explore and maintain good relationships with themHandle...
-
Strategic Partnership Development Manager
7 days ago
Hong Kong Island, Hong Kong SAR China ARK Wealth Management-NOAH Full timeDiscover a rewarding career opportunity at ARK Wealth Management-NOAH as a key member of our team.About the Role:We are seeking a highly skilled Senior Relationship Manager to join our private banking sector.Key Responsibilities:As a Senior Relationship Manager, you will be responsible for acquiring full knowledge of our product offerings and staying updated...
-
Wealth Management Specialist
2 weeks ago
Hong Kong Island, Hong Kong SAR China Classy Wheeler Limited Full timeProject Manager RoleWe are seeking a talented Wealth Management Specialist to manage the lifecycle of projects related to wealth management business. The ideal candidate will have experience in insurance project management and strong analytical skills.Main Responsibilities:Manage the project lifecycle, including gathering user requirements, translating them...
-
Wealth Planning Expert
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full timeCompany OverviewHowden Private Wealth is a leading provider of insurance solutions to high-net-worth individuals globally. With over 40 years of experience, we have established ourselves as the preferred wealth planning partner to private banks, family offices, and law firms.We have a global presence with representatives in key locations, including Hong...
-
Business Growth and Relationship Expert
7 days ago
Hong Kong Island, Hong Kong SAR China ARK Wealth Management-NOAH Full timePursue a fulfilling career at ARK Wealth Management-NOAH as a Business Growth and Relationship Expert.About the Role:We are seeking a highly skilled individual to join our team as a Senior Relationship Manager.Responsibilities include analyzing client needs, establishing strong relationships, and delivering bespoke solutions.You will also perform regular...
-
Senior Marketing Manager, Wealth
2 weeks ago
Hong Kong Island, Hong Kong SAR China HSBC Full timeSome careers have more impact than others.If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Wealth and Personal...
-
Business Development Assistant
2 weeks ago
Hong Kong Island, Hong Kong SAR China Howden Private Wealth Full timeBenefitsWe offer a collaborative work environment, opportunities for growth and development, and a competitive compensation package. If you are a motivated individual looking to make a difference in the field of private wealth management, please consider joining our team.
-
Senior Marketing Manager
2 weeks ago
Hong Kong Island, Hong Kong SAR China HSBC Full timeJob SummaryWe are looking for a highly motivated and experienced Senior Marketing Manager to lead our Wealth marketing efforts in Asia. The successful candidate will have a proven track record in developing and implementing effective marketing strategies, and will be able to work closely with colleagues across the business to promote cross-continuum wealth...
-
Wealth Protection Specialist
2 weeks ago
Hong Kong Island, Hong Kong SAR China Goldman Sachs Group, Inc. Full timeKey ResponsibilitiesAs a Wealth Protection Specialist, you will play a critical role in protecting the Firm's interests and ensuring compliance with regulatory requirements. Your primary responsibility will be to advise on the structuring and execution of transactions, assess legal and reputational risks, and manage diligence processes.You will work closely...
-
Hong Kong Island, Hong Kong SAR China BOCOM International Full timeKey RequirementsWe are seeking a highly motivated and experienced Wealth Management Business Development Specialist to join our team. The ideal candidate will have:A university degree or above in business administration or related disciplines.At least 5 years' experience in sales, client relationship, or business development in the financial or banking...
-
Wealth Planning Team Lead
2 weeks ago
Hong Kong Island, Hong Kong SAR China Howden Private Wealth Full timeAbout UsWith over 40 years of industry experience, Howden Private Wealth is proud to build a business that brings together entrepreneurial teams with the best expertise and talent from all over the world.We have representatives across Hong Kong, Singapore, Malaysia, Geneva, Zurich, Dubai, and the U.S.As we are ardent believers in providing holistic...
-
Wealth Management Credit Officer
1 week ago
Hong Kong Island, Hong Kong SAR China DBS Bank Full time**Job Overview**The Wealth Management Credit Officer will be responsible for monitoring and managing the credit risk of our wealth management clients.This includes supervising a team of credit analysts and monitoring specialists, as well as implementing robust credit monitoring procedures and controls.**Responsibilities Include:**MONITORING ACCOUNTS FOR...
-
Wealth Management Consultant
2 weeks ago
Hong Kong Island, Hong Kong SAR China International Executive Service Corps Full timeAbout the Role:As a Wealth Management Consultant at International Executive Service Corps, you will play a key role in providing exceptional service to our VIP banking customers.Main Responsibilities:Develop and execute proactive business solicitation strategies to satisfy clients' wealth management needsBuild and maintain strong relationships with clients...
-
Senior Wealth Management Professional
2 weeks ago
Hong Kong Island, Hong Kong SAR China Howden Private Wealth Full timeJoin Our TeamWe are seeking a highly motivated and experienced professional to lead our Client Services team.The ideal candidate will possess strong leadership and team management skills, excellent communication abilities, and a deep understanding of the financial industry.If you are passionate about delivering exceptional customer service and driving...
-
Financial Analyst
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China River Delta Wealth Management Full timeJob OverviewRiver Delta Wealth Management is a comprehensive family office and asset management platform dedicated to safeguarding our clients' long-term financial futures. We offer a range of services, including asset and investment management, succession planning strategies, and wealth structuring.
-
Lead Wealth Management Team Professional
7 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China beBee Careers Full timeJob DescriptionWe are seeking a high-calibre professional to excel in their leadership and change management skills as a Branch Sales Manager.Key Responsibilities:Contribute to the Bank's objectives by formulating and implementing the branch's business plan.Foster strong customer relationships by delivering exceptional service and fulfilling needs through...
-
Family Office Investment Strategist
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China River Delta Wealth Management Full timeRole OverviewWe are seeking a highly motivated and experienced Family Office Investment Strategist to join our dynamic team at River Delta Wealth Management. This exciting opportunity will involve working closely with the CEO to develop and implement investment strategies across various asset classes, including equities, hedge funds, and alternative...
-
Senior Wealth Management Executive
2 weeks ago
Hong Kong Island, Hong Kong SAR China Cornerstone Global Partners Hong Kong (CGP HK) Full timeResponsibilitiesThe successful candidate will be responsible for collaborating with Branch Management to supervise wealth management activities, developing procedures for wealth management sales activities, and providing frontline staff with timely regulatory updates. Additionally, they will evaluate credit proposals, offer advice to branches, and support...