Wealth Management Director
3 weeks ago
We are seeking a highly skilled and experienced Wealth Management Director to join our team at CICC. As a key member of our wealth management team, you will be responsible for leading and managing a team of client development and maintenance professionals, driving business growth, and delivering exceptional client service.
Key Responsibilities- Develop and implement strategies to achieve personal and team performance targets, balancing process management, client base, and revenue indicators.
- Lead and manage a team of professionals to drive client development and maintenance, bringing in new assets under management (AUM) and revenue to the firm.
- Stay up-to-date with global market trends and major events, understanding the current selling points and business strategy, and maintain target clients to achieve both personal and team performance goals.
- Provide professional and compliant suggestions to clients, ensuring their wealth management and asset allocation needs are fully harnessed based on appropriate principles.
- Participate in internal and external training, online and offline marketing activities to enhance professional and client service abilities.
- Bachelor's degree or above in finance or a related field.
- At least 5 years of wealth management experience with solid financial and sales ability, strong interest in the wealth management industry, and understanding of different financial market products.
- Honest, positive, able to work under pressure, strong client service and learning abilities, with decent self-motivation and teamwork spirits.
- Fluent written and spoken Chinese and English.
- SFC and/or HKMA license holder.
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Wealth Management Team Lead
10 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full timeAbout 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...
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Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full timeJoin 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...
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Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full timeAbout 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...
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Wealth Management Director
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China CICC Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Management Director to join our team at CICC. As a key member of our wealth management team, you will be responsible for leading and managing a team of professionals to deliver exceptional client service and drive business growth.Key ResponsibilitiesDevelop and implement strategies to achieve...
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Client Onboarding Manager
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Indosuez Wealth Management Full time**Job Summary**Indosuez Wealth Management is seeking a highly skilled Client Onboarding Manager to join our team in Hong Kong. As a key member of our Middle Office, you will be responsible for ensuring the smooth onboarding of new private banking clients, while maintaining the highest standards of compliance and risk management.**Key...
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Client Onboarding Manager
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Indosuez Wealth Management Full timeAbout 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...
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Global Wealth Transformation Director
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeUnlock Your Potential as a Global Wealth Transformation DirectorHSBC Private Bank is seeking a high-calibre professional to join our team as a Global Wealth Transformation Director - Global Private Banking & Wealth. This is an exciting opportunity to drive the scoping and delivery of a large-scale complex global strategic change programme.Key...
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Wealth Management Executive
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China HARBRIDGE PARTNERS Full timeJob Title: Wealth Management, Managing DirectorAbout the Role:We are seeking an experienced Wealth Management, Managing Director to join our team at Harbridge Partners. As a key member of our Private Banking and High Net Worth (PHNW) segment, you will be responsible for delivering premium service to our clients and their families.Key Responsibilities:Client...
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Wealth Management Executive
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China HARBRIDGE PARTNERS Full timeJob Title: Wealth Management, Managing DirectorAbout the Role:We are seeking an experienced Wealth Management, Managing Director to join our team at Harbridge Partners. As a key member of our Private Banking and High Net Worth (PHNW) segment, you will be responsible for delivering premium service to our clients and their families.Key Responsibilities:Client...
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Senior Client Onboarding Specialist
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Indosuez Wealth Management Full timeJob 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...
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Client Onboarding Specialist
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Indosuez Wealth Management Full timeJob SummaryPosition OverviewWe are seeking a highly skilled Client Onboarding Specialist to join our team at Indosuez Wealth Management. As a key member of our Client Middle Office, you will be responsible for handling KYC reviews and other client onboarding matters.Key ResponsibilitiesConduct thorough KYC reviews to ensure compliance with regulatory and...
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Client Onboarding Specialist
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Indosuez Wealth Management Full timeJob Summary:We are seeking a skilled professional to join our team as a Client Onboarding Specialist in our Client Middle Office. As a key member of our team, you will be responsible for handling KYC reviews and other client onboarding matters.Key Responsibilities:Conduct thorough KYC reviews of new private banking clients to ensure compliance with...
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Senior KYC Specialist
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Indosuez Wealth Management Full timeJob SummaryWe are seeking a highly skilled and experienced professional to join our team as a Senior KYC 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 ResponsibilitiesConduct thorough KYC reviews of new private banking clients to ensure compliance...
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Global Wealth Transformation Director
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeTransforming Wealth ManagementHSBC Private Bank is seeking a seasoned professional to lead our global wealth transformation efforts. As a key member of our leadership team, you will be responsible for driving change initiatives, shaping customer outcomes, and managing stakeholder relationships.Key ResponsibilitiesLead large-scale, complex global change...
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Global Wealth Transformation Director
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeAbout the RoleWe are seeking a highly experienced and skilled Transformation Director to lead our Global Wealth Transformation initiative. As a key member of our team, you will be responsible for driving strategic change and delivering business outcomes that align with our company's vision.Key ResponsibilitiesLead the development and implementation of a...
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Assistant juridique
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Indosuez Wealth Management Full timeMissionsL'équipe du Secrétariat Général de la Banque Indosuez Wealth Management est chargée de la gouvernance d'entreprise, de la réglementation des activités bancaires et financières, ainsi que du suivi réglementaire.ResponsabilitésLe/la Paralegal travaille en étroite collaboration avec les juristes et apporte sa contribution à la...
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Branch Sales Manager
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeJob SummaryWe are seeking a high-calibre professional to join our team as a Branch Sales Manager in Wealth and Personal Banking. As a Branch Sales Manager, you will play a central role in leading and managing a team of Premier Relationship Managers and HSBC Premier Elite Directors to maximize performance in achieving WPB business objectives.Key...
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Wealth Management Professional
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China 0786 Deutsche Bank Aktiengesellschaft, Filiale Hongkong Full timeAbout the Role:Deutsche Bank's Private Bank is one of the largest wealth managers worldwide, offering a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of wealth management.Key Responsibilities:Develop, manage and maintain overall relationships with high net worth and ultra high net worth...
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Vice President
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Brookfield Asset Management, Inc Full timeJob Title: Vice President - Asset Management - Private Wealth Sales, Greater ChinaJob Summary:We are seeking an experienced Vice President to join our Asset Management team in Greater China. The successful candidate will be responsible for driving wealth management sales across the region, including Hong Kong, Taiwan, and China. The role will involve...
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Hong Kong, Central and Western District, Hong Kong SAR China Wellington Management Full timeAbout the Role The Client Group in Hong Kong is seeking a Relationship Analyst ("RA") to join our dedicated team. The successful candidate will play a vital role in enhancing and maintaining our partnerships with intermediary clients. Key Responsibilities With a comprehensive understanding of our operations and exceptional interpersonal abilities,...