Wealth Management jobs
Banking / Finance
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Full Time
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Causeway Bay, Hong Kong, HK
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HK$ 18,000 - HK$ 38,000 / month
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1d ago
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 seni...
Responsibilities: Develop and manage a portfolio of private banking customers Provide investment advices to the clients according to their needs, desires and risk profile Define target market, analyze client needs and de...
Responsibilities: Identify and pursue new client opportunities while providing expert guidance and tailored recommendations to clients on wealth management and other financial matters Assist in the establishment, adminis...
多元化地點工作模式 (包括在家工作) 及多元化金融產品和全球市場 全天候無區域限制之線上開戶服務、流動電話錄音中央系統 同時證券/期貨/保險，三種業務，多牌照發展多線業務，增加客源和佣金收入 輝立證券 ，香港新股市場和暗盤交易香港...
Key Responsibilities: Find promising investment ideas by researching markets and company financials. Help monitor investment performance, manage risk, and adjust strategies as needed. Support the team in acquiring new cl...
Career Development and Reward Mass Client base to follow up and for development Highly autonomous career roadmap – set your own personal development goals and flexible working hours after daily meetings, with family-frie...
Dealing / Client servicing Monthly incentive Have passed HKSI LE or equivalent Job Description Do you want to build a SUCCESSFUL career in the financial industry? Do you want to get HIGHER PAY when you and your team meet...
Diversify wealth management products not limited to insurance Performance bonus Birthday off / Stable working environment Job Description: Responsible for recruitment, coaching and provide training on sales and advisory...
Diversify wealth management products not limited to insurance Performance bonus Birthday off / Stable working environment Job Description: Responsible for recruitment, coaching and provide training on sales and advisory...
Gain exposure to a diverse range of financial instruments Comprehensive Training / Performance Bonus Work-life balance culture / Mins walk from MTR station Responsibilities: Provide client services for trade execution, k...
Responsibilities: Assess client's financial objectives and advise them on a full range of investment and protection solutions Develop market or explore long-term business relationship with potential customers Provide com...
Executive / Personal Assistant / Customer Service
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Full Time
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Central and Western District, Hong Kong, HK
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3d ago
A staff position with performance bonuses and a staff benefits package. A big clientele base and a wide range of financial products. Long-term career development with supportive teamwork and comprehensive training We are...
Diversify wealth management products not limited to insurance Performance bonus Birthday off / Stable working environment Job Description: Responsible for recruitment, coaching and provide training on sales and advisory...
Banking / Finance
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Part Time
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Quarry Bay, Hong Kong, HK
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HK$ 15,000 - HK$ 29,999 / month
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4d ago
Job Highlights : - Directly promoted to wealth management manager after graduation - Sponsorship of insurance license (IIQE) examination fees - Free & learn the latest financial & investment knowledge, attending...
學士硕士團隊，EMBA Instructor，屢獲殊榮 覆蓋投資管理、環球經濟資訊，深耕金融保險行業 市場領導地位，新人花紅，行業最優Package Roles and Responsibilities Conducts Fundamental Analysis to Help Develop Advice and Guidance on...
學士硕士團隊，EMBA Instructor，屢獲殊榮 覆蓋投資管理、環球經濟資訊，深耕金融保險行業 市場領導地位，新人花紅，行業最優Package Roles and Responsibilities Conducts Fundamental Analysis to Help Develop Advice and Guidance on...
一份終身事業，實踐夢想，財務自由 成立一隊以社工背景為主的專業團隊，與理念相近的人一起工作 每月津貼＋佣金＋年終獎金及花紅＋免費海外會議 強大團隊提供優質的培訓，人性化的領導，配合資源豐富的發展平台，成就您一份終身事業。 入...
學士碩士團隊，EMBA Instructor，屢獲殊榮 覆蓋投資管理、環球經濟資訊，深耕金融保險行業 市場領導地位，新人花紅，行業最優Package Key Responsibilities Develop Client-Centric Wealth Solutions Assist in formulating personalise...
學士碩士團隊，EMBA Instructor，屢獲殊榮 覆蓋投資管理、環球經濟資訊，深耕金融保險行業 市場領導地位，新人花紅，行業最優Package Key Responsibilities Develop Client-Centric Wealth Solutions Assist in formulating personalise...
Banking / Finance
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Full Time
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Quarry Bay, Hong Kong, HK
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HK$ 30,000 - HK$ 80,000 / 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...
AYASA Globo Financial Services is a “one-stop” platform which provides comprehensive and total solutions to hedge funds, private equities, family offices and financial institutions. Our headquarter is in Hong Kong with S...
DO YOU feel Stagnant in your current job? DO YOU look forward to a dynamic and fast growing Career? ARE YOU interested in learning and increasing your financial knowledge and experience? If your answer is YES to the abov...
Responsibilities Financial product research: Insurance Participate in wealth management solution planning and designing Supportive work for other relevant projects Perform ad hoc tasks and projects as assigned Any other...
學士硕士團隊，EMBA Instructor，屢獲殊榮 覆蓋投資管理、環球經濟資訊，深耕金融保險行業 市場領導地位，新人花紅，行業最優Package Key Responsibilities • Develop Client-Centric Wealth Solutions Assist in formulating personalis...
每月津貼收入無上限月月出獎金年終獎不受經濟影響 每年自己加人工自主時間，彈性自由 旅行獎賞津貼+花紅+獎金+年終獎+旅行+聚餐+團隊活動+被動收入 公司是香港TOP 10 過百年保險公司，是主要的保險及強積金（MPF）服務供應商之一。 Job D...
Basic Salary 40K Welcome insurance agent Attractive salary package Our client is a reputable bank and they are seeking the right candidates for the position of Insurance Specialist from all levels to join their team. Res...
Key Responsibilities • Develop and execute data-driven client relationship management strategies aligned with market trends and corporate strategic objectives, focusing on serving high-net-worth individuals (HNWIs) an...
學士碩士團隊，EMBA Instructor，屢獲殊榮 覆蓋投資管理、環球經濟資訊，深耕金融保險行業 市場領導地位，新人花紅，行業最優Package Key Responsibilities Develop Client-Centric Wealth Solutions Assist in formulating personalise...
Digital Bank Wealth Management Insurance Job Description ： Proactively develop and maintain client relationships, complete insurance sales tasks. Use diversified tools (HK insurance, overseas funds) to create portfolio...
學士硕士團隊，EMBA Instructor，屢獲殊榮 覆蓋投資管理、環球經濟資訊，深耕金融保險行業 市場領導地位，新人花紅，行業最優Package Key Responsibilities • Develop Client-Centric Wealth Solutions Assist in formulating personalis...
學士硕士團隊，EMBA Instructor，屢獲殊榮 覆蓋投資管理、環球經濟資訊，深耕金融保險行業 市場領導地位，新人花紅，行業最優Package Key Responsibilities • Develop Client-Centric Wealth Solutions Assist in formulating personalis...
學士碩士團隊，EMBA Instructor，屢獲殊榮 覆蓋投資管理、環球經濟資訊，深耕金融保險行業 市場領導地位，新人花紅，行業最優Package Key Responsibilities Develop Client-Centric Wealth Solutions Assist in formulating personalise...
學士碩士團隊，EMBA Instructor，屢獲殊榮 覆蓋投資管理、環球經濟資訊，深耕金融保險行業 市場領導地位，新人花紅，行業最優Package Key Responsibilities Develop Client-Centric Wealth Solutions Assist in formulating personalise...
About FWD Group FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves more than 38 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and tech-enabled app...
每月津貼收入無上限月月出獎金年終獎不受經濟影響 每年自己加人工自主時間，彈性自由 旅行獎賞津貼+花紅+獎金+年終獎+旅行+聚餐+團隊活動+被動收入 公司是香港TOP 10 過百年保險公司，是主要的保險及強積金（MPF）服務供應商之一。 Job D...
Public Relations / Marketing / Media
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Full Time
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Central And Western District, Hong Kong, HK
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1w ago
Senior Investment Product Manager (Asset Management - Buy side) Product focus: equity funds, fixed income funds, bond funds, alternative investment and / or ETF products Good experience in driving new product initiatives...
Job Title: Director, Investment & Research Location: Hong Kong Key Responsibilities: • Under the firm’s overall investment research framework, lead the enhancement and execution of the investment research system, cov...
Job Responsibilities: Act as the first line of defense by advising the front office on product and investment suitability, ensuring full compliance with regulatory standards Monitor transactions, selling processes, trade...
簡易教學系統，讓小白都能熟悉金融市場 成熟引流方案，唔使狂Sale親戚朋友 90後團隊帶領 打工打得好辛苦，點解唔試吓跳出comfort zone？ 每一個保險人都係由零開始，既然心郁郁想搵錢，點解唔試吓？ 成熟配套引流，唔使斷六親 真係做保險...
About FWD Group FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 34 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and tech-enabled...
Responsibilities: Conduct market competition analysis of securities product and prepare proposals for new products / product revamp Monitor and analyze the data and trend of products and services in order to enhance an...
Banking / Finance
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Full Time
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Hong Kong, Hong Kong, HK
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HK$ 540,000 - HK$ 600,000 / year
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2w ago
Leading Chinese financial institution New opportunity About Our Client Leading Chinese financial institution Job Description Managing the end-to-end client onboarding process for B2B clients (EAMs, family offices, Type 1...
Support ETF and quantitative strategies Work with product development team About Our Client The firm continues to innovate across equities, fixed income, and thematic strategies. With a strong presence in domestic and in...
Banking / Finance
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Full Time
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Tsim Sha Tsui, Hong Kong, HK
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HK$ 25,000 - HK$ 50,000 / month
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2w ago
基本每月津貼1萬5千至5萬港幣，100%首年佣金，總花紅高達年收入的225% 可快達1年晉升資深分區經理，享有下線發展佣金 團隊醫療保險計劃，度身訂制銷售系統 Job Responsibilities 見客 為客戶制定理財方案 客戶關係管理 Job Requirements...
Executive / Personal Assistant / Customer Service
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Full Time
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Tsim Sha Tsui, Hong Kong, HK
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HK$ 25,000 - HK$ 50,000 / month
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2w ago
基本每月津貼1萬5千至5萬港幣，100%首年佣金，總花紅高達年收入的225% 可快達1年晉升資深分區經理，享有下線發展佣金 團隊醫療保險計劃，度身訂制銷售系統 Job Responsibilities 見客 為客戶制定理財方案 客戶關係管理 Job Requirements...
Lead Buy‑Side Investment Research Across Healthcare Full Ownership of Financial Models for healthcare Portfolio Companies About Our Client A global long‑term buy‑side investment firm deploying capital across multiple ass...
一份終身事業，實踐夢想，財務自由 成立一隊以社工背景為主的專業團隊，與理念相近的人一起工作 每月津貼＋佣金＋年終獎金及花紅＋免費海外會議 強大團隊提供優質的培訓，人性化的領導，配合資源豐富的發展平台，成就您一份終身事業。 入...
Job Summary: Personal Financial Consultant provides tailored financial advice to retail customer, helping them manage investments, financial plan, and achieve financial goals through budgeting, risk assessment, and strat...
See job descriptions. Job Responsibilities: 1. Conduct comprehensive analysis of macro/micro market data on Private Banking and Wealth Management, overall economic analysis and hot market topics, etc., Prepare regular an...
Familiar with FX, custody & Fund accounting Good experience in securities servicse and asset servicing About Our Client Established financial institutions, offering global investor services, wealth management, privat...
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