Wealth Management Specialist
4 weeks ago
HSBC is a global banking and financial services organization that provides a wide range of products and services to individuals and businesses. With a presence in over 80 countries, we are one of the largest banking and financial services organizations in the world.
SalaryThe estimated annual salary for this role is HK$250,000 - HK$400,000 depending on experience.
Job DescriptionWe are seeking a highly skilled Wealth Management Specialist to join our team in Hong Kong. As a key member of our wealth management team, you will be responsible for providing expert advice to our clients on their financial needs and helping them achieve their financial goals.
Your primary responsibilities will include:
- Building and maintaining strong relationships with our clients to understand their financial needs and goals
- Providing expert advice on a range of financial products and services including investment, savings, and borrowing
- Working closely with other members of the team to ensure seamless delivery of our services to our clients
- Staying up-to-date with market trends and regulatory changes to ensure our clients receive the best possible service
To be successful in this role, you will need:
- A degree in a relevant field such as finance, accounting or economics
- At least 3 years of experience in a similar role, preferably in the banking or financial services industry
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients
- Strong analytical and problem-solving skills, with the ability to provide expert advice to clients
- Familiarity with financial markets and instruments, including stocks, bonds and derivatives
As a Wealth Management Specialist at HSBC, you can expect a competitive salary package, bonuses, and benefits, including:
- Competitive base salary
- Bonus structure tied to individual and team performance
- Comprehensive medical and dental insurance
- Generous leave entitlements, including paid annual leave, sick leave, and public holidays
- Ongoing training and development opportunities to enhance your skills and knowledge
-
Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full timeJob DescriptionAs a Marketing Officer in the Wealth Management division of BNP Paribas, you will play a vital role in supporting the team in executing various marketing, communication, and engagement initiatives.Key ResponsibilitiesDrive engaging content development to enhance client experienceDevelop and maintain client-friendly marketing materials,...
-
Client Onboarding Specialist
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Indosuez Wealth Management Full timeOverviewWe are seeking a highly skilled Client Onboarding Specialist to join our team at Indosuez Wealth Management.About the RoleThis is a key position responsible for ensuring compliance with regulatory requirements and internal policies during the client onboarding process.Main Responsibilities:Conduct thorough KYC/CDD/CRA reviews to verify client...
-
Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full timeAbout BNP Paribas Wealth ManagementWe are a leading European Union bank with an uninterrupted presence in the region since 1860. Our company offers a wide range of financial services for corporate, institutional and private investors.Our Commitment to Diversity and InclusionWe passionately embrace diversity and foster an inclusive workplace where all...
-
Wealth Management Specialist
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Full timeWealth Management SpecialistAt Goldman Sachs, we are committed to helping our clients achieve their financial goals. As a Wealth Management Specialist, you will play a key role in providing comprehensive wealth management plans for high net worth individuals and families.Key Responsibilities:Develop and implement customized wealth management plans for...
-
Senior Wealth Management Specialist
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Royal Bank of Canada> Full timeWe are seeking a Senior Wealth Management Specialist to join our team in Hong Kong. This is a full-time position that requires strong analytical and communication skills.The ideal candidate will have at least 5 years of experience in wealth management, preferably with experience in middle office. They should be able to review and approve all risk accounts,...
-
IT Infrastructure Specialist
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China Fargo Wealth Group Limited Full timeAbout This Role:Fargo Wealth Group Limited is seeking a highly skilled IT Specialist to join our team. As an IT Specialist, you will be responsible for managing the company’s IT operations, including network communication, server and data center management, data storage and backup, hardware and software setup and maintenance, office and desktop operations,...
-
Strategic Wealth Management Specialist
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeAbout This RoleWe are seeking a Strategic Wealth Management Specialist to join our team at Bank of China (Hong Kong) Limited.This is a full-time position that offers a competitive salary and benefits package.
-
Senior Wealth Management Specialist
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Gentleman Capital Limited Full timeGentleman Capital Limited seeks a Senior Wealth Management Specialist to join our team in Hong Kong. As an Investment Consultant, you will be responsible for providing comprehensive investment services to our high-net-worth clients.Job DescriptionYou will analyze client portfolios and provide tailored investment recommendations based on their risk tolerance...
-
Senior Wealth Management Specialist
1 day ago
Hong Kong, Central and Western District, Hong Kong SAR China Click and Connect Online Limited Full timeAt Click and Connect Online Limited, we are seeking a highly experienced and qualified Senior Wealth Management Specialist to join our dynamic team in Hong Kong.The ideal candidate will possess a minimum of 5 years of experience as a Financial Advisor in the wealth management industry, with a strong track record of delivering exceptional results for...
-
Strategic Asset Manager
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Brookfield Asset Management, Inc Full timeCompany OverviewBrookfield Asset Management, Inc. is a leading global alternative asset manager with a 100+ year history of owning and operating real assets and related businesses.In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments.Together,...
-
Wealth Management Solutions Specialist
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Gravitas Recruitment Group Full timeGravitas Recruitment Group is an esteemed financial services firm specializing in comprehensive wealth management solutions. With a strong emphasis on client satisfaction, we offer personalized financial, asset, and risk management advice.We are seeking a talented Wealth Management Solutions Specialist to join our business team. This individual will be...
-
Senior Wealth Management Specialist
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeCiti is a leading global bank that provides a wide range of financial services to individuals, corporations, governments, and institutions. As a Senior Wealth Management Specialist in Hong Kong, you will have the opportunity to work with our team of experienced professionals to deliver high-quality investment solutions to our clients.**Job Description**
-
Wealth Management Specialist
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China CICC Full timeCICC is seeking a highly skilled Wealth Management Specialist to join our team.About the RoleThis position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. The successful candidate will be able to understand client needs and requirements, identify investment opportunities,...
-
Strategic Wealth Partnership Specialist
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Frontier Financial Group Full timeJob DescriptionWe are seeking an exceptional Strategic Wealth Partnership Specialist to join our team at Frontier Financial Group.About the RoleThis is a unique opportunity to leverage your expertise in wealth management and client relationships to drive business growth and success. As a Strategic Wealth Partnership Specialist, you will be responsible for...
-
IT Operations Specialist
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Fargo Wealth Group Limited Full timeJob Title: IT Operations Specialist - Financial InstitutionFargo Wealth Group Limited is seeking a skilled IT Operations Specialist to join our team in Hong Kong. As an IT Operations Specialist, you will play a vital role in managing the entire group's IT operations, ensuring seamless functionality and optimal performance.Company Overview:Fargo Wealth Group...
-
Senior Wealth Management Specialist
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full timeAbout Dah Sing GroupThe Dah Sing Group is a leading financial services group in Hong Kong, offering banking, insurance, and other related services through its network. Our values are caring, teamwork, and progressiveness. We believe in individual growth and a sense of pride in our work environment.We are seeking a Wealth Management Sales Executive to join...
-
Luxury Wealth Management Specialist
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full timeAbout Dah Sing Financial GroupWe are a leading financial services group in Hong Kong offering banking, insurance, and other related services through our extensive network of over 70 branches across the region.Our values are built on caring, teamwork, and progressiveness. We believe that everyone is unique and different in talent, but alike in their capacity...
-
Senior Wealth Management Specialist
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Frontier Financial Group Limited Full timeJob Description:We are seeking a highly skilled and experienced Senior Wealth Management Specialist to join our team at Frontier Financial Group Limited.About the Role:The successful candidate will be responsible for providing exceptional wealth management services to high-net-worth clients, building long-term relationships, and exploring new business...
-
Hong Kong, Central and Western District, Hong Kong SAR China KGI Asia Full timeJob Title:International Wealth Management Business Development Specialist
-
Wealth Investment Product Specialist
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeHSBC offers a dynamic career opportunity as a Wealth Investment Product Specialist in Hong Kong. The role is ideal for professionals seeking to advance their careers in wealth management and investment product expertise.The successful candidate will be responsible for providing technical and skills coaching to staff teams to achieve business objectives,...