Assistant Wealth Manager
3 days ago
Some careers have more impact than others. If you're looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued. Wealth and Personal Banking (WPB) helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation. We are currently seeking a high calibre professional to join our team as an Assistant Manager, Wealth & Personal Banking - Contact Centre and Remote Channel. Principal Responsibilities Handle inbound calls from Premier Customers. Provide quality services and resolve customer's queries Listen to our customers, understand their needs, and recommend appropriate financial services and solutions Assist Senior Team Managers in leading and mentoring the agents to enhance their capabilities and professionalism; and empowering the agents to optimize the efficiency of their performance Handle disputes and customer complaints or suspected fraud cases as and when required Deliver upon quantitative and qualitative key performance indicators, in line with business strategies and regulatory requirements Comply with procedures, policies and regulatory requirements to safeguard customers' and the bank's interests Qualifications Proficient in written and spoken English and Chinese, Mandarin is an advantage 3+ years' relevant customer service experience in banking and financial institution environment/ contact center is preferred License holder of HKSI 1,7,8 and IIQE 1, 2, 3 and compliance with related Continuing Professional Development (CPD) requirements Strong customer service mind-set and high dedication to service excellence. Strong communication and problem-solving skills Sound knowledge of Retail Banking and Wealth Management financial products Candidate with less experience will be considered for a Senior Wealth & Personal Banking Executive role The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to ( Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks ). You'll achieve more at HSBC. HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within and inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. Issued by The Hongkong and Shanghai Banking Corporation Limited
-
Wealth Management Operation Officer
4 days ago
Hong Kong Island, Hong Kong SAR China Blackhorn Wealth Management Limited Full timeBlackhorn Wealth Management is an independent asset management firm based in Hong Kong with SFC Type 4 & Type 9 licenses. Our team draws on decades of experience in private wealth and institutional investing to provide best‑class wealth solutions for our clients and their families. Our mission is simple: we provide clients with informed investment...
-
Wealth Management Operations Specialist
4 days ago
Hong Kong Island, Hong Kong SAR China Blackhorn Wealth Management Limited Full timeA leading asset management firm in Hong Kong is looking for a Wealth Management Operation Officer. This role focuses on supporting the Wealth Management business by handling operations and service requests. The ideal candidate will have a degree in a related field, strong proficiency in English and Chinese, as well as excellent interpersonal skills. A...
-
(Senior) Relationship Manager
4 days ago
Hong Kong Island, Hong Kong SAR China Delta Asia Wealth Management Limited Full time(Senior) Relationship Manager - Wealth Management At Delta Asia Financial Group, we foster a supportive and empowering environment that enables our employees to shape rewarding career journeys. We are committed to your professional growth and development, and to creating a workplace culture that values collaboration, innovation, and excellence....
-
Hong Kong Island, Hong Kong SAR China ARK Wealth Management-NOAH Full timeA leading wealth management firm in Hong Kong is seeking a mid-senior level Relationship Manager specializing in Chinese high-net-worth clients. The role involves managing client portfolios, providing investment advisory services, and ensuring compliance. Ideal candidates will have extensive experience in wealth management, fluency in Mandarin, and a proven...
-
Hong Kong Island, Hong Kong SAR China Delta Asia Wealth Management Limited Full timeA leading financial services provider in Hong Kong seeks a (Senior) Relationship Manager for Wealth Management. The role includes providing tailored wealth management solutions, managing client portfolios, and identifying growth opportunities. Candidates should possess a degree in a business-related field and have at least 2 years of experience in the...
-
Wealth Management
6 days ago
hong kong, Hong Kong SAR China CICC Full timeWealth Management - Investment Assistant We are seeking an Investment Assistant to support our Wealth Management team. Assist Institutional Wealth Advisor with routine tasks such as completing required paperwork and maintaining records. Respond to client inquiries and assist with account activities including opening accounts and coordinating trading...
-
Elite Estate
4 days ago
Hong Kong Island, Hong Kong SAR China Howden Private Wealth Full timeA leading financial services firm located in Hong Kong is seeking an experienced professional to develop relationships and manage prospective client situations in the wealth planning and life insurance space. The ideal candidate will hold a Bachelor's degree, possess 8 to 12 years of relevant experience, and demonstrate strong analytical and communication...
-
hong kong, Hong Kong SAR China Channel 8 Wealth Management Limited Full timeA financial services company in Hong Kong is seeking a motivated individual to conduct financial needs analysis and provide tailored wealth management proposals to clients. The ideal candidate will have a diploma or degree, preferably in finance or related fields, and a basic understanding of financial markets. Proficiency in English and Chinese, including...
-
Relationship Manager Assistant
4 days ago
Hong Kong Island, Hong Kong SAR China PI Business Consulting Limited Full timeRelationship Manager Assistant (Private Wealth) Assist Private Wealth Relationship Manager to manage client relationships and provide quality service. Be responsible for the HNW client services, including account opening, maintenance and other related tasks. Work on ad hoc projects and tasks assigned by the management. Qualifications Bachelor's degree or...
-
Assistant Manager, Wealth Product Risk
2 days ago
Hong Kong Island, Hong Kong SAR China CFA Institute Full timeA leading financial services group in Hong Kong seeks an individual to support the Manager of the Product Risk Team in the wealth management sector. This role entails conducting product due diligence, assisting in risk reviews, and developing training materials for wealth management products. The ideal candidate has at least 3 years of experience in the...
