Wealth Management jobs
Job Summary The Associate Director, Life Insurance Product will serve as a subject matter expert across insurance products, bancassurance processes and insurance financing. The role will support the end-to-end product li...
Equities, Futures & Options, Structured Products Fixed Income, Mutual Funds, Unit Trusts, etc. SFC licenses Type 1 & 2 Responsibilities: Develop and manage portfolio for high-net-worth clients (i.e. equities, fut...
Extensive Range Of Products Attractive commission sharing Well-equipped trade support Job Responsibilities: Provide investment advice and services to clients Execute client investment instructions Establish and maintain...
At Citi , we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad ra...
At Citi , we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad ra...
Job No.: 500122 Employment Type: Full time Departments: Personal Banking and Wealth Management Department Job Functions: Business Development, Strategic Planning, Project Management, Marketing Responsibilities: Execu...
Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top...
Responsibilities: Provide financial solutions to customers to achieve business targets on wealth management (investment & insurance) Identify customer needs through financial analysis and portfolio review Cultivate l...
Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top,...
Some Careers Open More Doors Than Others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or sim...
Some Careers Have More Impact Than Others. If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top,...
Your new company Looking to build your career within banking and wealth management operations? This is a great opportunity to join a well-established international financial institution, working closely with front-office...
Position: Assistant Vice President – Fund Accounting Location: Hong Kong The Maples Group is a standard bearer in financial and legal services, trusted by many of the world’s largest hedge fund managers, private equity f...
Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a f...
Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a f...
Insurance Specialist (Partner with Private Bankers) Responsibilities: Advise High-Net-Worth(HNW) clients on suitable life insurance solutions Understand clients’ protection and wealth-planning needs Support teams on ins...
Our client is currently looking for a Client Solution Associate Director with focus in managing APAC private banking client and assist relationship manager, prepare onboarding documents, client documentation checking wit...
HK Apex Financial Planning Company
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Full Time
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Hong Kong, Hong Kong, HK
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HK$ 15,000 - HK$ 29,999 / month
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1w ago
Job Descriptions: 1. Market and Develop Professional Financial Services Provision to Clients Wealth Management & Portfolio Advices Global Asset Allocation Investment Planning Retirement Planning Risk Management Plann...
Sun Life Hong Kong Limited
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Full Time
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Hung Hom, Hong Kong, HK
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HK$ 25,000 - HK$ 50,000 / month
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1w ago
具競爭力底薪 全面醫療保障計劃 免費旅遊機會與專業發展支援 崗位內容: 與現有客戶維持緊密聯繫,跟進強積金賬戶整合、轉移及相關行政手續,確保服務流程順暢高效。 定期向客戶提供最新金融市場動態、政策更新及產品資訊,協助客戶掌握...
WallStone Partners & Company Limited
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Full Time
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Central And Western District, Hong Kong, HK
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HK$ 21,000 - HK$ 25,000 / month
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1w ago
Exceptional Client Interaction VIP Customer Exposure Career Growth and Development Job Description Our client is a leading multinational insurance company in Hong Kong, looking for a mature, proactive and service-minded...
About AXA Hong Kong and Macau AXA Hong Kong and Macau is a member of the AXA Group, a leading global insurer with presence in 52 markets and serving 92 million customers worldwide. Our purpose is to act for human progres...
A top tier Chinese Asset Manager in Hong Kong Srategic expanding their international business in Hong Kong About Our Client Our client is a well-established asset manager recognized for its strong franchise in ETFs, cros...
A leading JV of Insurance backed Asset Management company Strategically growing their business in hong Kong About Our Client Our client is a leading insurance-backed asset management platform with a strong institutional...
CassonX are delighted to be recruiting for a highly experienced Hedge Fund specialist who offers well rounded knowledge of how Hedge Funds work and what is needed to be successful. Working for this major name in the Hedg...
Position Overview Details of the Division and Team: Deutsche Bank Private Bank is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as w...
Our client is a large asset manager who is looking for a VP or Senior Manager level Project Manager to join their regional team. Responsibilities • Manage the end‑to‑end delivery of strategic initiatives, ensuring outcom...
Investment Bank Client Risk - Private Wealth About Our Client Our client is a well-known Investment Bank. Currently, they are seeking for an experienced Client Risk Analyst with first line risk exposure to join the team....
Job Description What is the opportunity? As the Relationship Manager for Financial Intermediaries in Hong Kong, you will be the primary relationship manager and strategic partner for RBC's key financial intermediary clie...
Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a f...
We are currently seeking a high calibre professional to join our team as a Private Client Desk Relationship Manager. In This Role You Will Provide the full suite of wealth management and banking services to HSBC’s high n...
Some Careers Have More Impact Than Others. If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top,...
Business Functions As the leading bank in Asia, Transformation & Data (T&D) supports our management on the implementation of the Group's agenda. Data Chapter, organized under T&D, is committed to create syner...
Business Functions As the leading bank in Asia, Transformation & Data (T&D) supports our management on the implementation of the Group's agenda. Data Chapter, organized under T&D, is committed to create syner...
Company: 1201 UOB Hong Kong About UOB United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Si...
PWM Data Management & Data Governance The PWM Data Domain is responsible for executing the business data strategy across Private Wealth Management. The function operates across three core pillars: Data Management, Cl...
About the Role We are searching for a seasoned and proactive Relationship Manager to join our team at an established international bank. Grounded in Hong Kong with a long-standing presence, our institution is recognized...
Responsibilities • Develop marketing strategies for Private Wealth Management business, formulate annual marketing plans and manage marketing budgets to support the team in achieving AUM growth targets. • Plan and execut...
About the job An established global fund house with deep roots across Asia is opening up a junior seat on its Hong Kong product bench. If you're early in your career and want serious breadth across investment products, t...
This role sits within the Asset Management department and is dedicated to equity research, with a primary focus on the global semiconductor sector. The primary responsibilities include but are not limited to: • Cover glo...
Company: 1201 UOB Hong Kong About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and N...
完善優厚佣金福利 為客戶提供專業的財策服務 : 包括人壽、儲蓄、醫療保險等計劃發展及管理專業理財顧問團隊 歡迎任何行業 工作内容 為客戶提供專業的財策服務 : 包括人壽、儲蓄、醫療保險等計劃發展及管理專業理財顧問團隊 入職要求 歡迎...
Your role Are you a people person? Do you know how to stay calm under pressure? We are looking for someone who can help us support the front clients. You will: support client advisors be the point of entry for processing...
GCB 7 Some careers open more doors than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top,...
Key Areas of Responsibilities • Responsible for daily financial accounting & book closing of the group entities in the retail brokerage and wealth management business including involvement with expense analysis, acco...
Your role Are you a people person? Do you know how to stay calm under pressure? We are looking for someone who can help us support the front office while servicing clients. You’ll: support client advisors be the point of...
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