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  • Wealth Management Manager

    Job Scope: Business Development and Client Relationship Management: Identify new client groups and cooperation opportunities to...  ... Formulate client service strategies to ensure high-quality wealth management services Handle complex issues and complaints fr... 

    Taiwan Shin Kong Commercial Bank Co., Ltd.

    Wan Chai
    6 days ago

  • Wealth Management Specialist

    Responsibilities: Sales oriented, develop high-net-worth clients and provide professional wealth management and asset allocation advice; Maintain existing customer relationships, regularly follow up on customer needs, and enhance customer satisfaction; Selli... 

    CHINA INDUSTRIAL SECURITIES INTERNATIONAL FINANCIAL GROUP LI...

    Sheung Wan
    5 days ago

  • Wealth Relationship Manager

    Role Description This is a full-time on-site role located in Hong Kong SAR for a Wealth Relationship Manager. This role will be responsible for building and maintaining client relationships, understanding client needs, providing financial advice, and promoting we... 

    Swiss Privilege

    Hong Kong
    14 days ago

  • Wealth Management Assistant

     ... Hong Kong office. We invite applications to the following position: Job Responsibilities: Provides support for Relationship Manager including order execution, business development, maintain quality relationship with clients and daily administrative tasks compreh... 

    Bank SinoPac

    Tsim Sha Tsui
    23 days ago

  • (Senior) Relationship Manager - Wealth Management

     ...erate, now offering a wide array of integrated services, including banking, securities investment, insurance consultancy, and wealth management. With strong financial strength, “people-oriented" spirit and rich investment experience, the Group is dedicated to provid... 

    Delta Asia Wealth Management Limited

    Wan Chai
    2 days ago

  • Wealth Management Business Analyst

    * Good understanding of any of the Personal Wealth products is desired • Hands-on experience of breaking down complex SQL queries. • Experience of delivering project for applications with cloud native platforms like Google Cloud Platform will be desirable. • Custo... 

    Capgemini Hong Kong Limited

    Hong Kong
    17 days ago

  • Sales, Wealth Management (RM)

     ...Fubon Commercial Bank Hong Kong Branch, a subsidiary of Fubon Financial Holding Co., Ltd. We specialize in corporate banking, wealth management (including PB service), and investment solutions. Committed to excellence and regulatory compliance, we are expanding our ... 

    Taipei Fubon Commercial Bank Co., Ltd.

    Tsim Sha Tsui
    13 days ago

  • Manager (Wealth Management), Product Development & Management

     ...lysis Identify new product concepts based on customer research, market / internal analysis, customer or distribution feedback Manage ILAS, Universal Life and Participating product portfolio   The Person Degree in Marketing, Actuarial Science, Mathematics, S... 

    FWD Life Insurance Company (Bermuda) Limited

    Hong Kong
    2 days ago

  • Senior Wealth Management Product Manager (Fund)

     ...8 Employment Type: Full time Departments:  Personal Digital Banking Product Department Job Functions: Strategic Planning, Management, Product Development & Management, Project Management Responsibilities: Drive the development of digital financial products... 

    Bank of China (Hong Kong) Limited

    Central
    2 days ago

  • Officer/ Specialist_Wealth Management(Asset Management)

     ...on, annual review on clients’ risk profile etc. · Close communication with internal or external parties, such as investment fund managers, Legal & Compliance, fund administrators, banks, auditor, and custodian on fund related matters. · Prepare & review for monthly ... 

    Xin Yongan International Financial Holdings Limited

    Central
    6 days ago

  • Management Trainee: Wealth Management Manager

    HKD 18,000k - HKD 38,001k per month

     ...   工作範圍 Job Description: 發展香港及中國金融業務，為客戶提供股票、基金、保險、資產管理等服務。協辦金融市場講座。有固定客源。 Develop Hong Kong and China market, provide wealth management services for clients, assist senior manager to organize semiars and marketitng activities. Clients base provided. 待遇及福利 ... 

    AIA International Limited

    Causeway Bay
    11 days ago

  • Relationship Manager (Wealth Management)

     ...展戰略的平臺。 現誠邀積極進取的您加入我們的團隊！ Job Responsibilities: Sales oriented, develop high-net-worth clients and provide professional wealth management and asset allocation advice; Sales oriented, develop customer relationships and explore business opportunities within the ... 

    Huaan Securities (Hong Kong) Financial Holding Limited

    Sheung Wan
    23 days ago

  • (Assistant) Wealth Services Manager

     ...ou can be your true and authentic self, like at home. Job Purpose: To provide excellent service to satisfy customer’s wealth management needs and solicit wealth business through non-face-to-face channels. Main Responsibilities: Meet / exceed sales target ... 

    Dah Sing Financial Group

    Hong Kong
    1 day ago

  • Customer Service Officer, Wealth Management Department

    Responsibilities: Handle and follow up on clients’ inquiries on account opening, trading platform, and market information in a comprehensive and professional manner; Establish and maintain a good relationship with clients; Handle individual and corporate acco...

    CHINA INDUSTRIAL SECURITIES INTERNATIONAL FINANCIAL GROUP LI...

    Sheung Wan
    3 days ago

  • VP-D, Senior Sales, Wealth Management

    Job Purpose The candidate will play a senior sales role in the Wealth Management Team; Understand and provide comprehensive service plans to corporate clients and high-net-worth individuals, including capital investing and financing in the primary market and tr... 

    China Securities (International) Finance Holding Company Lim...

    Hong Kong
    3 days ago

  • Sales Assistant - Private Wealth Management

     ...ojects when required Requirements: SFC or HKMA licensee with at least 2 years relevant experience from Private Banking, Wealth Management or Asset Management Good command of both spoken and written English and Chinese including Mandarin Strong PC skills in ... 

    UOB Kay Hian (Hong Kong) Limited

    Wan Chai
    1 day ago

  • RO - Insurance Product (Wealth Management)

     ...Fubon Commercial Bank Hong Kong Branch, a subsidiary of Fubon Financial Holding Co., Ltd. We specialize in corporate banking, wealth management (including PB service), and investment solutions. Committed to excellence and regulatory compliance, we are expanding our ... 

    Taipei Fubon Commercial Bank Co., Ltd

    Yau Tsim Mong
    14 days ago

  • Research Analyst - Private Wealth Management

     ... are looking for qualified individuals to join us. We are searching for a HK/China Research Analyst as part of the Private Wealth Management (PWM) Research team / CIO Office.   Responsibilities Support the CIO to conduct research on China macroeconomics, mark... 

    UOB Kay Hian (Hong Kong) Limited

    Hong Kong
    3 days ago

  • Relationship Manager (Private Banking & Wealth Management Department)

     ...ti licenses in banking, insurance, securities, trust and asset management sectors. Serving customers with whole-hearted, the Bank provid...  ...ng portfolio of high net worth customers by providing tailored wealth management solutions Actively explore and identify business... 

    CMB Wing Lung Bank Limited

    Hong Kong
    2 days ago

  • Client Service Manager, Wealth Management Department

     ...egal and regulatory requirements; Work closely with front & back office teams to improve and optimize existing account opening management (including account opening, due diligence, etc.) automation related projects; Responsible for client’s data management and rec... 

    CHINA INDUSTRIAL SECURITIES INTERNATIONAL FINANCIAL GROUP LI...

    Sheung Wan
    5 days ago

  • Operational Control Manager - Wealth Management Operations Department

     ...f our team and to pursue a bright and exciting future. Responsibilities Be a team member of Operational Control team in Wealth Management Operations Department (WMOD) to conduct analytical assessments and opining the operational control environment. Work with ... 

    The Bank of East Asia, Limited

    Central and Western
    26 days ago

  • Product Specialist, Private Wealth Management

     ...ffice. We invite applications to the following position: Job Responsibilities: Act as product specialist in the Private Wealth Management Department to support relationship managers in promoting investment products and achieving business targets Support the Te... 

    Bank SinoPac

    Tsim Sha Tsui
    23 days ago

  • IT Operations Specialist, Wealth Management, IT

    We are seeking a TechOps Analyst to support wealth management trading systems, including securities, futures, and stock options platforms. This role provides first-line production support for internet and mobile trading channels, ensuring system stability, fast issue ... 

    Ambition

    Hong Kong
    15 days ago

  • Relationship Manager, Private Wealth

    Responsibilities: Manage relationship and develop business with private wealth clients Provide professional services and recommendations on investment and trading Develop relationship with affiliated branches for business referral opportunities Roadshow ou... 

    GF Securities (Hong Kong)

    Wan Chai
    1 a month ago

  • Client Development Officer, Private Wealth Management

     ...ti licenses in banking, insurance, securities, trust and asset management sectors. Serving customers with whole-hearted, the Bank provid...  ...epen relationships with existing clients by providing tailored wealth management solutions (e.g., investment strategies, tax plannin... 

    CMB Wing Lung Bank Limited

    Hong Kong
    2 days ago

  • Business Analyst - Wealth Management

    Business Analyst - Wealth Management Our client is looking for a BA to support end‑to‑end delivery of client‑facing mobile and web applications for retail and professional investors. The role covers requirement definition, project coordination, and support for techn... 

    Ambition

    Central and Western
    1 a month ago

  • Life & Wealth Management Strategy, Principal (Senior Manager)

     ...er, Better Lives. So if you believe in inspiring a better future, read on. About the Role As the Principal of Life & Wealth Management Strategy team, the jobholder is responsible for delivering wealth management propositions, supporting business strategies, de... 

    AIA Hong Kong and Macau

    Hong Kong
    10 days ago

  • Management Trainee - Wealth Management (Fast-track to Manager)

     ... provide truly objective, 360-degree financial and investment advisory. We are looking for driven Fresh Graduates to join our Wealth Management Trainee Programme. We will equip you with the knowledge, licenses, and business development skills to build your own client p... 

    AMG Financial Group Limited

    Wan Chai
    20 days ago

  • Senior Operations Officer/ Officer (Wealth Management Settlement)

     ...ns, systems and provide effective solutions to such queries. Requirements: ~ A minimum of 2 years relevant experience in Wealth Management or Private Banking industry; Familiar with the guidelines and requirements related to the Securities and Futures Ordinan... 

    O-Bank Co., Ltd.

    Tsim Sha Tsui
    8 days ago

  • Manager, Wealth Management Division

     ...rities (HK) Ltd, Phillip Commodities (HK) Ltd, Phillip Capital Management (HK) Ltd, Phillip Financial Advisors (HK) Ltd, Phillip Finance...  ...t or business development position, preferably in insurance or wealth management industry Self-motivated with excellent leadershi... 

    Phillip Securities Group

    Admiralty
    11 days ago