Private Wealth Manager
5 days ago
Responsibilities Building tight relationship with VIP clients to complete team AUM and revenue target Work closely with IA and product team and provide investment portfolio analysis and advices to the clients according to their needs, desires and risk profile Be in responsible for the VIP client services, including account opening, maintenance, and other related tasks Manage the credit quality and monitor the margin level Requirements Bachelor's degree or above, preferably in Finance, Economics, or a related field A minimum of 3 years of relevant working experience in private banking or private wealth management, with a focus on the private banking sector Excellent command of spoken and written Cantonese and Mandarin , with proficiency in English an advantage High level of customer-centric mindset to deliver exceptional quality services for customers Familiarity with PWM business processes and relevant regulations, with a strong sense of risk awareness and compliance SFC Licensed type 1 and 4 holder or passed in HKSI LE Paper 1,7 & 8 is an advantage Willing to base in Shenzhen is an advantage
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Private Wealth Manager
4 days ago
Hong Kong Island, Hong Kong SAR China ARK Wealth Management-NOAH Full timeAbout Ark Wealth Management & Noah Holdings We specialize in offering bespoke financial solutions and wealth management services to high-net-worth individuals and families across the globe. As part of Noah Holdings, a leading wealth and asset management platform, we bring unparalleled expertise and resources to meet the complex needs of our clients. With a...
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Private Wealth Management VP/SVP
6 days ago
Hong Kong Island, Hong Kong SAR China ARK Wealth Management-NOAH Full timeDirect message the job poster from ARK Wealth Management-NOAH Responsibilities Acquire full range of product knowledge and continuous updates Keep learning of global investment market, especially private banking sector Analyze high-net-worth client’s financial needs, explore and maintain good relationships with them Handle client’s relationship from...
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Assistant VP
2 weeks ago
Hong Kong, Hong Kong SAR China Solomon Private Wealth Limited Full timeSOLOWIN HOLDINGS is a holding company incorporated under the laws of the Cayman Islands on July 23, 2021. We conduct our business through our wholly owned subsidiary, Solomon JFZ (Asia) Holdings Limited (“Solomon JFZ” - CE No.: BIF175), is a licensed financial and securities firm regulated by the Securities and Futures Commission of Hong Kong (SFC). It...
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Hong Kong Island, Hong Kong SAR China ARK Wealth Management-NOAH Full timeA financial solutions firm in Hong Kong is seeking an experienced Private Wealth Manager to manage high-net-worth clients. The ideal candidate will leverage a successful client book, develop personalized financial strategies, and provide extensive investment guidance. Strong understanding of the cultural preferences of Chinese high-net-worth individuals and...
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Senior Private Wealth Advisor
6 days ago
Hong Kong Island, Hong Kong SAR China ARK Wealth Management-NOAH Full timeA prominent wealth management firm in Hong Kong is seeking a Mid-Senior level professional to provide tailored solutions for high-net-worth clients. The ideal candidate will have at least 5 years of banking experience in the private banking or wealth management sector. Responsibilities include analyzing clients' financial needs and maintaining strong...
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Manager
13 hours ago
hong kong, Hong Kong SAR China Private Wealth Management Association Limited Full timeAbout the Enhanced Competency Framework (ECF) The ECF, developed by the Hong Kong Monetary Authority in collaboration with PWMA, sets out competency standards for practitioners in the Private Wealth Management industry. It defines the required work experience, training, and examination benchmarks for certification under the Certified Private Wealth...
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Wealth Management-Private Wealth Director
2 weeks ago
Hong Kong Island, Hong Kong SAR China CICC Full time1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Relationship Manager, Philippines Team - Private Banking Central & Western District, Hong Kong SAR 1 week ago Responsibilities Formulating and implementing the business plan of the private wealth management team according to the overall development...
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Relationship Manager, Private Wealth
1 week ago
hong kong, Hong Kong SAR China Bank of China (Hong Kong) Full timeJoin to apply for the Relationship Manager, Private Wealth role at Bank of China (Hong Kong) 5 days ago Be among the first 25 applicants Join to apply for the Relationship Manager, Private Wealth role at Bank of China (Hong Kong) Direct message the job poster from Bank of China (Hong Kong) Champion the one-stop personal banking services at branches Explore...
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Client Relationship Manager
4 days ago
Hong Kong Island, Hong Kong SAR China Howden Private Wealth Full timeWith over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally. We have representatives across Hong Kong,...
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Client Relationship Manager
13 hours ago
hong kong, Hong Kong SAR China Howden Private Wealth Full timeAbout Us With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally. We have representatives across Hong Kong,...