Wealth Management Solutions Expert

7 days ago


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

HSBC is a leading global bank with a rich history and heritage. Our Wealth and Personal Banking division provides comprehensive wealth management solutions to individuals, families, and businesses, helping them achieve their financial goals.

Job Description

This role is part of our Premier team, which focuses on delivering personalized service and tailored solutions to high-net-worth clients. As a Premier Relationship Manager, you will be responsible for building and maintaining strong relationships with these clients, identifying opportunities to grow our business, and providing expert advice on our range of financial products and services.

Key Skills and Qualifications
  • Proven experience in sales, marketing, or client-facing roles, preferably in the financial services industry.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to identify opportunities and develop effective solutions.
  • Knowledge of financial products and services, with the ability to advise clients on their suitability.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.


  • Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full time

    At Howden Private Wealth, we specialize in crafting bespoke wealth planning and insurance solutions for high-net-worth individuals globally. Our team of experts has developed a deep understanding of the complexities surrounding UHNW clients' needs, allowing us to deliver tailored advice and guidance.Our extensive network enables us to address clients'...


  • Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full time

    Company 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...


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

    Company OverviewJS Wealth is a leading multi-family office in Asia, dedicated to providing personalized wealth management solutions for High Net Worth Individuals and family trusts. Our mission is to deliver tailored outcomes-based planning and bespoke investment advice with transparency and simplicity.Job DescriptionWe are seeking a full-time Private Client...


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

    Company Description JS Wealth serves High Net Worth Individuals and family trusts and estates. Its mission is to be the best multi-family office in Asia, providing outcomes-based planning and bespoke solutions with simplicity and transparency. Partnered with iFAST Global Markets, JS Wealth utilizes its fintech wealth management platform to access a broad...


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

    About Wealth and Personal Banking at HSBCOur Wealth and Personal Banking division is dedicated to providing our customers with innovative and comprehensive wealth management solutions. Our mission is to help our customers achieve their financial goals by delivering tailored advice and expert guidance.The ideal candidate will be responsible for conducting...


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

    At IPS Group, we are seeking a highly skilled Wealth Management Expert to join our team. This is an exceptional opportunity to work with Ultra High-Net-Worth individuals and families, providing tailored wealth management services that align with their financial and legacy goals.The ideal candidate will have a proven track record of managing complex client...


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

    Job DescriptionWe are seeking an International Wealth Management Expert to join our team at HSBC Private Bank. As an expert in wealth management, you will be responsible for providing exceptional client service and support to high net worth individuals and families.Key responsibilities include:Developing and implementing customized wealth management...


  • Hong Kong, Central and Western District, Hong Kong SAR China St. James's Place – Asia & Middle East Full time

    St. James's Place offers a unique opportunity for ambitious professionals to excel in the field of wealth management. As a Financial Adviser, you will have the autonomy to build and manage your own client base, while benefiting from comprehensive support and resources.Our Commitment:Personalised Support: Enjoy tailored support, guidance, and mentorship from...


  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    Job DescriptionThe role of Expert Wealth Strategist at Unicorn Advisor (HK) Limited is to provide comprehensive wealth management advice to high net worth individuals and families. As a key member of our team, you will be responsible for developing and implementing tailored investment strategies to meet the unique needs and goals of our clients.


  • Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full time

    Howden Private Wealth offers unparalleled expertise in wealth planning and insurance solutions for ultra-high net worth (UHNW) individuals globally. Our experienced professionals have developed a deep understanding of the complexities surrounding UHNW clients' needs, enabling us to provide tailored advice and guidance.We take pride in our ability to deliver...


  • Hong Kong, Central and Western District, Hong Kong SAR China Classy Wheeler Limited Full time

    About the Role:We are seeking a highly motivated and experienced Institutional Sales Executive to join our team at Classy Wheeler Limited. The successful candidate will be responsible for developing and maintaining strong relationships with institutional clients, including banks, brokerage firms, family offices, and wealth management companies.Key...

  • Product Strategist

    2 days ago


    Hong Kong, Central and Western District, Hong Kong SAR China Fosun Wealth Holdings Full time

    About This Role:Fosun Wealth Holdings is seeking an experienced Product Strategist to lead the development and execution of our asset management department's product strategy.Key Responsibilities:Product Development: Develop and execute a comprehensive product strategy that encompasses notes, structure notes, equity products, fixed income, and alternatives....


  • Hong Kong, Central and Western District, Hong Kong SAR China Fosun Wealth Holdings Full time

    Fosun Wealth Holdings: A Leading Asset ManagerWe are a leading asset manager committed to delivering exceptional investment solutions to our clients. Our asset management division offers a wide range of products, including notes, structure notes, equity products, fixed income, and alternatives. We are seeking a talented Product Director to join our team and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full time

    Role DescriptionAs an Estate Planning Consultant at Howden Private Wealth, you will be responsible for developing relationships with referral sources to identify potential prospects for our planning and life insurance products. You will meet with clients to present our planning concepts and life insurance products, track and follow up on prospective client...


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

    Wealth Management Cube Ltd is a reputable financial services provider in Hong Kong, offering innovative solutions for B2B & B2B2C clients. We are looking for a skilled Account and Settlement Officer to join our team.Main Tasks:Process daily client transactions, including money deposits, withdrawals, and FX conversionsEnsure accurate and timely funds...


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

    About the CompanyJS Wealth is a pioneering multi-family office in Asia, committed to providing innovative wealth management solutions for High Net Worth Individuals and family trusts.Job SummaryWe are seeking an experienced Private Client Relationship Manager to join our team in Hong Kong SAR, who can provide exceptional client experiences through...


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

    Business Overview:We are a fast-expanding Global Financial Institution partnering with Polymath Search to find a seasoned professional for our regional client solutions team.The successful candidate will be a senior member of the team, helping develop the business strategy with a focus on wealth management.As a key contributor, you will be responsible...


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

    Role 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...

  • Financial Analyst

    23 hours ago


    Hong Kong, Central and Western District, Hong Kong SAR China River Delta Wealth Management Full time

    Job 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.


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

    Mercer believes in redefining the world of work by creating brighter futures for our clients and communities. As a Wealth Management Consultant, you will play a key role in helping us achieve this mission.About the RoleThis is an exciting opportunity to join our Wealth team in Hong Kong and take on a leadership role in our pension advisory practice. The...