Financial Portfolio Manager

4 days ago


Hong Kong Island, Hong Kong SAR China AIA Hong Kong and Macau Full time
Wealth Management Manager/Trainee

A career-defining role for ambitious professionals seeking to build a successful career in wealth management.

  • Work closely with high-net-worth individuals (HNWIs) to create tailored financial portfolios that meet their unique needs and goals.
  • Develop and implement comprehensive financial plans, incorporating insurance and investment strategies to ensure optimal wealth protection and growth.
  • Collaborate with listed companies and corporate clients to provide bespoke business solutions that drive financial performance and success.
  • Participate in team-building and leadership development opportunities to enhance your skills and contribute to the company's vision.

To succeed in this role, you will need:

  • Strong educational background with a degree from a reputable university.
  • At least 2 years of experience in the financial industry, preferably in banking or with a background in mainland China.
  • Energetic and outgoing personality, with a willingness to learn and adapt to new challenges.
  • Proficiency in Mandarin is a must, with Cantonese being a valuable asset.
  • QMAS, IANG, or TTPS visa holders are welcome to apply.

Your responsibilities will include:

  • Identifying client needs and providing expert financial advice to optimize their wealth.
  • Managing clients' wealth assets through strategic financial and insurance product selection.
  • Staying up-to-date with the latest market trends and news to provide informed insights to clients.
  • Delivering comprehensive financial analysis, investment, savings, retirement, MPF, and risk management services.
  • Designing high-end financial plans for HNW and PRC clients.
  • Providing corporate solution planning for corporate clients.
  • Ensuring exceptional after-sales service to maintain strong customer relationships.


  • Hong Kong Island, Hong Kong SAR China CLSA Full time

    The Financial Portfolio Advisor will be responsible for providing client portfolio advisory services on multi-asset classes including equities, fixed incomes, funds, and structured products. This role requires a strong understanding of investment products and the ability to communicate complex ideas to clients.Your key responsibilities will include:Providing...


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

    Company OverviewSompo International is a leading global provider of insurance and reinsurance. Our success is derived directly from those who matter most: our people. We strive to create exceptional value for our clients and shareholders and maintain Sompo International as a desirable place to work.Job DescriptionWe are seeking an experienced professional to...

  • Financial Manager

    7 days ago


    Hong Kong, Central and Western District, Hong Kong SAR China CGL IM Financial Management Limited Full time

    ResponsibilitiesPrepares month end reporting pack (BS/PL/CF) for the portfolio companies across EU countries, and participate in the group level book reconciliation. Reviews daily operation transactions and cost allocations, and provide insights and analysis of the financial performances of the portfolio companies. Prepares calculation and filing...


  • Hong Kong Island, Hong Kong SAR China Selby Jennings Full time

    We are seeking a highly skilled quant researcher/trader/portfolio manager to lead our team in developing cutting-edge trading strategies and managing risk.Key Responsibilities:Develop and implement complex quantitative models for predicting market trendsCollaborate with cross-functional teams to drive business growth through data-driven insightsAnalyse large...

  • Portfolio Manager

    7 days ago


    Hong Kong Island, Hong Kong SAR China CICC Full time

    Job Description:We are seeking a highly motivated and experienced Portfolio Manager to join our team at CICC. As a Portfolio Manager, you will be responsible for managing client portfolios, providing investment advice, and identifying opportunities for growth.Key Responsibilities:Develop and implement comprehensive investment plans tailored to individual...

  • Portfolio Manager

    5 days ago


    Hong Kong Island, Hong Kong SAR China Bank of Communications Co., Ltd. London Branch Full time

    Key Responsibilities\The primary responsibilities of this role include:\\Assessing the credit risk of loan portfolios and organizing credit reviews for certain types of customers or industries;\Preparing reports on credit risk for senior management, including monitoring concentration risk and portfolio mix;\Analyzing credit risk on new products and leading...


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

    About UsCrypto Connect is a dynamic and forward-thinking financial institution that prides itself on innovation and expertise. As we continue to navigate the ever-evolving landscape of global finance, we seek an exceptional individual to join our team as a Financial Portfolio Strategist.


  • Hong Kong, Central and Western District, Hong Kong SAR China CGL IM Financial Management Limited Full time

    Job DescriptionWe are seeking a highly skilled and experienced Chief Financial Operations Manager to join our team at CGL IM Financial Management Limited.About the Role:The successful candidate will be responsible for preparing month-end reporting packs for portfolio companies across EU countries, participating in group-level book reconciliations, and...


  • Hong Kong Island, Hong Kong SAR China North Rock Capital Management, LLC Full time

    As a senior-level Project Manager at North Rock Capital Management, LLC, you will play a critical role in leading and overseeing portfolio manager integrations onto our platform in the APAC region.You will be responsible for managing various tasks within the onboarding space, serving as the main point of contact for handling KYC requests from street side...


  • Hong Kong Island, Hong Kong SAR China Zeal Holdings Limited Full time

    About the CompanyZeal Holdings Limited is a business portfolio comprising regulated financial institutions and fintech companies specializing in multi-asset liquidity solutions in regulated markets backed by proprietary technology.We are a people-centric company that prides itself on being product-oriented for customer success. As we continue the journey of...


  • Hong Kong Island, Hong Kong SAR China BCT Group - BCT Financial Ltd & Bank Consortium Trust Co Ltd Full time

    Job DescriptionWe are looking for a highly skilled Financial Services Specialist to join our team at BCT Group - BCT Financial Ltd & Bank Consortium Trust Co Ltd.About the RoleThis is a fantastic opportunity for a professional with a passion for financial services to take on new challenges and responsibilities. As a Financial Services Specialist, you will...


  • Hong Kong, Central and Western District, Hong Kong SAR China Taikang Asset Management (Hong Kong) Co. Ltd. Full time

    Job Overview\Taikang Asset Management (Hong Kong) Co. Ltd. seeks an experienced Investment Portfolio Manager to join our Global Investment Team.\About the Role\We are looking for a skilled Financial Markets Researcher to assist portfolio managers in covering a broad spectrum of securities, with an initial emphasis on the Financials sector.\Key...


  • Hong Kong Island, Hong Kong SAR China Be Myjob Company Limited Full time

    Job DescriptionWe are seeking an experienced Fixed Income Trader to join our team at Be Myjob Company Limited. In this role, you will be responsible for monitoring market conditions and providing timely insights to the Fund Manager.Your key responsibilities will include assisting the Fund Manager in managing Fund portfolios and analyzing their performance....


  • Hong Kong Island, Hong Kong SAR China Emperor Group 英皇集團 Full time

    About the OpportunityAs the Group Treasurer and Portfolio Manager, you will be responsible for managing the group's overall financial resources, including investments, borrowings, and cash management. Key responsibilities include:Investment and funding decisions.Debt management and refinancing.Optimization of financial resources.RequirementsProven experience...

  • Portfolio Manager

    4 days ago


    Hong Kong Island, Hong Kong SAR China Links International Full time

    Job DescriptionWe are seeking an experienced Portfolio Manager to lead our structured products team. As a key member of our financial markets group, you will be responsible for structuring, pricing, and managing a wide range of equity and fixed income-related products.Your primary focus will be on developing and implementing cross-asset investment strategies...


  • Hong Kong Island, Hong Kong SAR China DBS Bank Full time

    We are looking for an experienced Investment Portfolio Manager to join our team at DBS Bank. As a key member of our sales team, you will play a critical role in driving sales performance and achieving overall sales and service targets assigned.Your primary responsibility will be to develop and implement sales strategies and business plans for cluster...


  • Hong Kong Island, Hong Kong SAR China Be Myjob Company Limited Full time

    We are seeking a highly skilled and experienced Portfolio Manager to join our team at Be Myjob Company Limited. As a key member of our organization, you will play a vital role in shaping the future of our business.About the RoleThis is an exciting opportunity for a talented Private Banking Banker to take on a leadership position within our company. You will...


  • Hong Kong Island, Hong Kong SAR China HSH Group The Peninsula Hong Kong Full time

    Job DescriptionThe HSH Group, owner and operator of The Peninsula Hotels, is seeking an influential Senior Residential Portfolio Manager to manage the strategic planning and operations of The Repulse Bay Complex.This prestigious position involves overseeing the overall asset's positioning, offering, and driving commercial returns by ensuring optimised...


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

    Company Overview:Eka Finance is a leading financial institution that specializes in providing innovative solutions for investment and wealth management. Our mission is to deliver exceptional results to our clients through cutting-edge strategies and expertise.Job Description:We are seeking an experienced Quant Trader to join our team as a Strategic Portfolio...


  • Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time

    Company OverviewDBS Bank (Hong Kong) Limited is a leading financial institution in Asia, providing a comprehensive range of banking and wealth management services to individuals, businesses, and institutions.Job DescriptionWe are seeking a highly skilled Senior Portfolio Manager to join our team in Hong Kong. As a key member of our investment team, you will...