Wealth Management Specialist
21 hours ago
Serve High Net Worth Clients
As a Wealth Management Specialist at HSBC Global Private Banking, you'll play a critical role in serving our high net worth clients, providing them with expert advice and guidance on their financial needs. You'll be part of a dynamic team that values collaboration, innovation, and customer satisfaction.
About the Role
- You'll work closely with clients to understand their financial goals and objectives.
- Develop and implement personalized wealth management plans tailored to each client's needs.
- Stay up-to-date with market trends and regulatory changes to ensure compliance and maximize opportunities.
- Collaborate with other teams to deliver seamless service and exceed client expectations.
-
Asset Allocation Specialist
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China River Delta Wealth Management Full timeRiver Delta Wealth ManagementWe offer a comprehensive range of services, including asset and investment management, succession planning strategies, and wealth structuring, all integrated into a seamless family office and asset management experience.About Our Team:Our team is comprised of experienced professionals dedicated to providing exceptional service to...
-
Wealth Credit Specialist
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Citibank (Switzerland) AG Full timeWealth Credit Management is a critical component of Citibank's (Switzerland) AG risk management strategy. The role of the Wealth Credit Specialist is to manage a portfolio of clients with lending requirements, ensuring that all transactions are fully collateralized and in line with Citi's credit policies.The incumbent will be responsible for credit analysis,...
-
Private Wealth Management Specialist
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China DL Holdings Group Full timeWe are seeking a Private Wealth Management Specialist to join our team at DL Holdings Group. As a key member of our team, you will be responsible for delivering exceptional private wealth management solutions to our clients.Key ResponsibilitiesDevelop and maintain relationships with high-net-worth clients to understand their financial needs and goals.Create...
-
Wealth and Wellness Specialist
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Lululemon Athletica Full timeAbout Us:Lululemon Athletica is an innovative performance apparel company that empowers people to live a healthy, active lifestyle. Our commitment to innovation, stores, and people has enabled us to create transformational products and experiences that support individuals in moving, growing, connecting, and being well.We focus on creating positive change to...
-
Fund of Hedge Funds Portfolio Manager
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China River Delta Wealth Management Full timeRiver Delta Wealth ManagementWe are a comprehensive family office and asset management platform dedicated to safeguarding our clients' long-term financial futures.About Us:Our mission is to provide expert investment advice, tailored to each client's unique needs and goals.Job Description:Fund of Hedge Funds AnalystKey Responsibilities:Participate in fund of...
-
Risk Management Specialist
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Macrowaters Asia Fund Management Limited Full timeAt Macrowaters Asia Fund Management Limited, we are looking for a Risk Management Specialist to join our team. This role involves implementing a low-risk, low-volatility strategy to manage investments and mitigate potential losses.The successful candidate will have a degree or diploma in business, economics, marketing, finance, or liberal arts, with a...
-
Hedge Fund Research and Investment Analyst
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China River Delta Wealth Management Full timeRiver Delta Wealth ManagementAs a leading family office and asset management platform, we prioritize building strong, long-term relationships with our clients and partners.About Our Services:We offer customized asset management solutions, tailored to each client's unique needs and goals.Job Description:Fund of Hedge Funds AnalystKey Responsibilities:Develop...
-
Wealth Investment Product Expert
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeSome careers grow faster than others.If you're looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. 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...
-
Fund of Hedge Funds Analyst
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China River Delta Wealth Management Full timeFund of Hedge Funds Analyst - Family Office Analyst A family office and asset management platform that is dedicated to safeguarding our clients' long-term financial futures. We offer a comprehensive range of services, including asset and investment management, succession planning strategies, and wealth structuring, all integrated into a seamless family...
-
Wealth Management Trainee
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China AIA Full timeJob Summary: As a full-time graduate trainee in wealth management at AIA's private client office in Hong Kong, you will receive comprehensive training in financial and wealth management services. You will cultivate expertise to establish enduring relationships with clients and identify new business opportunities. Your responsibilities will include delivering...
-
Wealth Management
15 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China CICC Full timeWealth Management - Institutional Wealth Advisor This position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. Understands client needs and requirements, identifies investment opportunities, and provides financial advice to clients. The job duties associated with this role...
-
Head of Wealth Management
10 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Polymath Search Full timeInvestment Sales OpportunityA leading global financial institution is seeking a seasoned investment sales professional to join their regional client solutions team as a head of wealth management. The successful candidate will be responsible for developing business strategies with a focus on wealth management.The ideal candidate should possess extensive...
-
Wealth Management Expert
8 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China CICC Full timeAbout the RoleWe are seeking an experienced Wealth Management - Institutional Wealth Advisor to join our team. As a key member of our organization, you will be responsible for developing and maintaining business relationships with high-net-worth individuals and their families. Your primary focus will be on identifying investment opportunities, providing...
-
Wealth and Wellness Manager
1 day ago
Hong Kong, Central and Western District, Hong Kong SAR China Lululemon Athletica Full timeAbout the Role:We are seeking a highly skilled Wealth and Wellness Manager to join our team in APAC. This role will be responsible for delivering total rewards that reflect our entrepreneurial culture, are market competitive, and support our global growth.The ideal candidate will have 1-3 years of professional experience, preferably in a retail environment....
-
Marketing Professional
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeCompany OverviewAt HSBC, we serve 41 million customers globally, including 6.7 million who are international. Our presence in Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office enables us to deliver on our purpose of opening up a world of opportunity by providing our customers with borderless...
-
Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full timeJob Description:We are seeking a skilled Private Wealth Manager to join our team at Futu Securities International (Hong Kong) Limited.Company Overview:Futu Securities International (Hong Kong) Limited is a leading financial institution dedicated to providing top-notch services to our clients. We strive to deliver exceptional quality and innovative solutions...
-
Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full timeAsset & Wealth Management, Private Wealth Management, Wealth Management Professional, Hong Kong As a Wealth Management Professional, your responsibilities include: Serve as the liaison for clients regarding inquiries and provides team support Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship Drive and...
-
Senior Product Specialist
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full timeAt Unicorn Advisor (HK) Limited, we are seeking a highly skilled Senior Product Specialist to join our team.The ideal candidate will have extensive experience in trading, structured products, compliance, and management. Proficiency in Mandarin is a must for this role.This position involves creating and implementing product strategies that drive business...
-
Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full timeAbout UsDah Sing Financial Group is a leading financial services provider in Hong Kong, Macau, and Mainland China. We operate a network of over 70 branches across the region.Our core values are caring, teamwork, and progressiveness. We foster an inclusive environment where employees can grow and thrive, valuing individual differences and talents.We are...
-
Financial Advisor
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China CITIC CLSA Full timeAbout CITIC CLSAAs a leading financial institution, CITIC CLSA is dedicated to providing innovative solutions for our clients. We are seeking an experienced Financial Advisor to join our team and strengthen our wealth planning business.Job DescriptionWe are looking for a skilled Financial Advisor to manage the end-to-end product cycle and relationship...