Private Wealth Management Executive
16 hours ago
We are seeking an exceptional Private Wealth Management Manager to join our team at Futu Securities International (Hong Kong) Limited. As a key member of our private banking division, you will be responsible for delivering high-quality services to our VIP clients.
Key Responsibilities- Establish and maintain strong relationships with clients to achieve business objectives and revenue targets.
- Provide tailored investment advice and portfolio management services to meet client needs and risk profiles.
- Manage client onboarding, account maintenance, and other related tasks while ensuring excellent customer experience.
- Bachelor's degree or higher in Finance, Economics, or a related field.
- A minimum of 3 years of relevant experience in private banking or private wealth management, preferably in the private banking sector.
- Fluent spoken and written Cantonese and Mandarin skills, with English proficiency an advantage.
- A high level of customer-centricity to deliver exceptional quality services.
- Familiarity with PWM business processes and regulations, with a strong sense of risk awareness and compliance.
- SFC License type 1 and 4 holder or HKSI LE Paper 1,7 & 8 passed candidate is advantageous.
- Ability to work based in Shenzhen is a plus.
We provide a dynamic and supportive work environment that fosters growth and development. If you are a motivated and results-driven professional looking to make a meaningful impact, we encourage you to apply.
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Senior Private Wealth Manager
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Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeCompany OverviewDBS Bank (Hong Kong) Limited is a leading financial institution in the region, providing comprehensive banking and wealth management services to its clients. Job SummaryWe are seeking an experienced Private Banking Relationship Manager to join our team. The successful candidate will be responsible for providing high-quality wealth management...
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Wealth Management Specialist
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Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeCiti is a global leader in financial services, with a history spanning over 200 years. Our unparalleled global network enables us to connect millions of people across hundreds of cities and countries every day.Our Citi Global Wealth (CGW) division brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to...
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Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeCompany OverviewHang Seng Bank Limited is a leading financial institution in Hong Kong, committed to service excellence and attracting high-caliber talent.Job DescriptionWe are seeking a Prestige Private Relationship Manager to provide professional financial planning services to high-net-worth individuals and optimize new business opportunities.Key...
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Strategic Finance Manager
4 days ago
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Senior Wealth Management Specialist
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Hong Kong, Central and Western District, Hong Kong SAR China Synpulse Full timeAbout SynpulseWe are a globally active management consulting company with a strong presence in Switzerland, Germany, Austria, UK, USA, Singapore, Hong Kong, the Philippines, Australia, Indonesia, and India.As a valued partner to many of the world's largest international financial services and insurance firms, we support our clients at all project management...