Wealth Management Professional

4 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Frontier Financial Group Full time
Job Title: Relationship Manager: Wealth Management

At Frontier Financial Group, we are seeking a skilled and experienced Relationship Manager to join our Wealth Management team. As a key member of our team, you will be responsible for providing exceptional service to our high-net-worth clients, building strong relationships, and identifying opportunities to grow our business.

Key Responsibilities:
  • Develop and maintain a deep understanding of our clients' financial goals and objectives, providing tailored solutions to meet their needs.
  • Work closely with our Product Specialists to identify and fulfill multiple needs with clients, delivering bespoke services that exceed their expectations.
  • Conduct regular client meetings and reviews, ensuring that our clients receive the highest level of service and support.
  • Collaborate with our senior management team to develop and implement business strategies, driving growth and revenue.
  • Stay up-to-date with market trends and regulatory requirements, ensuring that our clients receive the most effective and compliant solutions.
Requirements:
  • Qualified to conduct SFC Type 1 & 4 regulated activities.
  • Strong understanding of the financial markets and investment products, with a proven track record of success.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • High level of customer centricity mindset, with a dedication to delivering exceptional service and results.
  • Fluent in English, Cantonese, and Mandarin, with a strong command of written and spoken language.


  • 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 Team Head, Relationship Management, Wealth Management...


  • 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 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 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 HSBC Full time

    Unlock Your Potential as a Wealth Management ProfessionalAt HSBC Private Bank, we're seeking a high-calibre professional to join our team as a Manager Wealth Solution. This exciting opportunity will challenge you to drive the wealth proposition for our customers, providing a range of solutions based on their needs and ensuring that HSBC remains the...


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

    About the RoleWe are seeking a highly skilled and experienced Private Wealth Advisor to join our team at Goldman Sachs. As a Private Wealth Advisor, you will be responsible for providing comprehensive wealth management services to high net worth individuals and families, as well as select institutions.Key ResponsibilitiesDevelop and implement customized...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank of Singapore Full time

    Unlock Your Potential in Wealth ManagementAt Bank of Singapore, we offer a comprehensive training program that equips you with the knowledge and skills to succeed in the dynamic world of wealth management. Through our tailored rotations, you will gain a deep understanding of the key trends and latest solutions in the industry, enabling you to broaden your...


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

    Job SummaryCICC is seeking a highly skilled Wealth Management Professional to join our team. As a key member of our wealth management team, you will be responsible for delivering exceptional client service and driving business growth.Key ResponsibilitiesDevelop and implement personalized wealth management strategies for high net worth clients, ensuring...


  • Hong Kong, Central and Western District, Hong Kong SAR China Frontier Financial Group Limited Full time

    About the RoleWe are seeking a highly skilled and experienced Wealth Management Professional to join our team at Frontier Financial Group Limited.Key ResponsibilitiesProvide exceptional wealth management services to high-net-worth clients, delivering timely and professional support to meet their financial needs.Develop and maintain long-term relationships...


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

    Job SummaryCICC is seeking a skilled Wealth Management Professional to develop business relationships with high-net-worth individuals, their families, and corporates.Key ResponsibilitiesDevelop and maintain business relationships with target clients, bringing in new clients and assets under management (AUM) to the firm.Provide investment advisory and asset...


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

    Unlock 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...


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

    Wealth 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...


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

    Job Title: Wealth ManagementThis role is responsible for building and maintaining relationships with high-net-worth individuals, their families, and corporate clients. The successful candidate will understand client needs and requirements, identify investment opportunities, and provide financial advice to clients.Key Responsibilities:Develop and maintain...


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

    Job Title: Wealth ManagementThis role is responsible for building and maintaining relationships with high-net-worth individuals, their families, and corporate clients. The successful candidate will understand client needs and requirements, identify investment opportunities, and provide financial advice to clients.Key Responsibilities:Develop and maintain...


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

    Job 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...


  • 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 Dah Sing Bank Full time

    Job 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...


  • 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...