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Fuku

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Private Wealth Advisor / Institutional Wealth Advisor
Seen active today Posted Aug 18
Hong Kong, Hong Kong Mid Full Time

Role highlights

  • Institutional Wealth Advisor: Responsibilities: This position is responsible for developing business relationship with high- net- worth ind…
  • Assist clients on wealth planning and preservation through various tools and services.

Bjak

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General Manager - Wealth Management App
Seen active today Posted Aug 13
Hong Kong, Hong Kong Mid Full Time

Role highlights

  • What You'll Be Doing Own P&L, business strategy, targets and overall performance Identify customer needs and commercial opportunities, and…
  • The Role We are looking for a General Manager to build and lead a business from end to end.

Citi

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Private Banker (China Offshore Team)
Seen active 2 days ago Posted Aug 6
Hong Kong, Hong Kong Senior Full Time

Role highlights

  • Help clients achieve broad financial/investment goals related to the creation and management of wealth. *.
  • Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. *.

Citi

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Private Banker (China Offshore Team)
Seen active today Posted Aug 4
Hong Kong, Hong Kong Senior Full Time

Role highlights

  • 10+ years of experience Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in…
  • Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.

AXA

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Distribution Training Specialist (Wealth Management)
Seen active today Posted Jul 31
Hong Kong, Hong Kong Entry Full Time

Role highlights

  • Our people strategies are designed to enhance employee well-being and professional growth, ultimately empowering them to excel within the c…
  • Our overall Sustainability Strategy, with emphasis on climate strategy and biodiversity commitment, is developed based on TCFD recommendati…

Royal Bank of Canada

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Associate Director, Wealth Management & Regulatory Controller
Seen active today Posted Jul 24
Hong Kong, Hong Kong Senior Full Time

Role highlights

  • As the Associate Director, Wealth Management & Regulatory Controller (12-month contract), you will be responsible for leading the Hong Kong…
  • This role support Platform Controller/CFO, ensuring that RBC’s financial reporting and control environment are robust while driving process…

HSBC Global Services Limited

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Wealth Services Manager
Seen active today Posted Jul 22
Kowloon City, Hong Kong Mid

Role highlights

  • To be successful you will need: University degree in a related discipline or other relevant qualifications Minimum 6 years’ relevant…
  • Contribute to enhancement and transformation initiatives, continuously streamlining existing processes and procedures.

Blackrock

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Vice President, Financial Institutions Group (FIG), Hong Kong
Seen active today Posted Aug 18
Hong Kong, Hong Kong Mid Full Time $60/hr

Role highlights

  • Provide analysis and support for business development initiatives, particularly in whole‑portfolio solutions and private markets.
  • Track client interactions, pipelines, and commercial opportunities using internal CRM system Support portfolio reviews, asset allocation di…

Citi

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Private Banker (Taiwan Offshore Team)
Seen active today Posted Aug 3
Hong Kong, Hong Kong Senior Full Time

Role highlights

  • Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.
  • 10+ years of experience Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in…

BlackRock

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Vice President, Financial Institutions Group (FIG), Hong Kong
Seen active today Posted Aug 18
Hong Kong, Hong Kong Mid $60/hr

Role highlights

  • Provide analysis and support for business development initiatives, particularly in whole‑portfolio solutions and private markets.
  • Track client interactions, pipelines, and commercial opportunities using internal CRM system Support portfolio reviews, asset allocation di…

Sun Life Hong Kong Limited

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Manager I, HNW Operations (Agency & Broker)
Seen active yesterday Posted Aug 14
Hong Kong, Hong Kong Mid Full Time

Role highlights

  • Job Description: Role Summary Reporting to the AVP, HNW Operations, this role is responsible for providing specialist operational and under…
  • Job Responsibilities a) HNW/Complex Case Assessment and Underwriting Support Provide specialist pre-underwriting assessment and operational…

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Manulife

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Senior Manager/ Associate Director, HNW Business Development
Seen active today Posted Aug 12
Hong Kong, Hong Kong Senior Full Time

Role highlights

  • We believe in the value of empowering Associate Director/Senior Manager, HNW Business Development with the resources to solve critical prob…
  • Support agents in sales meetings with customers as required and provide expert advice on product offering & business processes Keep…

Schroders

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Head of Private Wealth, Hong Kong
Seen active today Posted Aug 8
Hong Kong, Hong Kong Senior

Role highlights

  • The knowledge, experience and qualifications that’ll help Existing senior relationships across Hong Kong private banks, family offices, ext…
  • Deepen strategic relationships with private banks, fund selectors, investment advisers, discretionary portfolio managers, relationship mana…

WMHK Wellington Management Hong Kong Ltd

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Product Reporting Analyst (APAC Wealth)
Seen active 3 days ago Posted Aug 6
Hong Kong, Hong Kong Mid Full Time

Role highlights

  • Responsibilities Partner closely with APAC Wealth Client Group teams to support the reporting and presentation needs of private banks, weal…
  • Develop a strong understanding of the APAC Wealth business, key client segments, regional regulatory expectations, and client reporting req…

More roles at WMHK Wellington Management Hong Kong Ltd

Royal Bank of Canada

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Wealth Planner
Seen active today Posted Aug 5
Hong Kong, Hong Kong Mid Full Time

Role highlights

  • As the Wealth Planner, you will be a strategic wealth planning advisor serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) familie…
  • Provide holistic wealth planning insights in areas including insurance planning, philanthropy, and next generation engagement.

More roles at Royal Bank of Canada

HK10 - BJB Bank Julius Baer & Co. Ltd., Hong Kong Branch

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Senior Investment Advisor
Seen active yesterday Posted Aug 4
Hong Kong, Hong Kong Senior Full Time

Role highlights

  • The role requires working closely with Relationship Managers to provide clients proactively with investment advice and asset allocation gui…
  • We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to…

CTBC Bank, Hong Kong Branch

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Relationship Manager, Private Banking (PB-Sales)
Seen active 2 days ago Posted Aug 4
Hong Kong, Hong Kong Mid Full Time

Role highlights

  • University degree or above; At least 5 years of experience in wealth management or banking industry; Holder of Securities and…
  • CTBC Bank Co., Ltd., Hong Kong Branch Responsibilities: Acquire, develop and maintain long-term relationships with high net worth clients;…

Swiss Re

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Senior High Net Worth Underwriter
Seen active today Posted Aug 3
Hong Kong, Hong Kong Senior

Role highlights

  • The team is responsible for delivering disciplined, high-quality risk selection for HNW business while supporting sound management of the i…
  • We Are Looking for Candidates Who Meet These Requirements: University degree or equivalent qualification in insurance, business, financial…

HSBC Global Services Limited

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Wealth Investment Product Expert 投資顧問 - Hong Kong Business
Seen active today Posted Aug 2
Kowloon City, Hong Kong Mid

Role highlights

  • In this role you will: As a Wealth Investment Product Expert, you will be a subject matter expert on Wealth…

Marsh

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Assistant Vice President - Marine
Seen active today Posted Aug 2
Hong Kong, Hong Kong Entry

Role highlights

  • What you need to have: Bachelor degree holder or above With valid broker license At least 8-10 years’ working experience…
  • Presents, develops and executes renewal/placement strategies in conjunction with the Placement, Advisory Leader and Client Executive and ex…

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Convera

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Associate Portfolio Manager
Seen active yesterday Posted Jul 30
Hong Kong, Hong Kong Entry

Role highlights

  • Associate Portfolio Manager At Convera, we believe the best client outcomes come from the combination of great people and intuitive…
  • We’re hiring an Associate Portfolio Manager to manage and grow a portfolio of Upper Small Business clients by delivering a…

Millennium

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Relationship Manager
Seen active today Posted Jul 30
Hong Kong, Hong Kong Mid Full Time

Role highlights

  • Within the department, the Trading Services team supports the onboarding and integration of internal and external portfolio managers and th…
  • The team partners across Equities, Fixed Income, Commodities and Quant Strategies, working closely with stakeholders across the firm to del…

FIL Asia Holdings Pte Ltd HK Branch

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Client Services Specialist, Hong Kong Workplace & Personal Investing
Seen active today Posted Jul 21
Hong Kong, Hong Kong Mid Full Time

Role highlights

  • About you Key Responsibilities Deliver exceptional client service to Personal Investing and/or Pension clients through multiple channels, i…
  • Handle client enquiries, phone dealing, service requests, and account-related matters in a timely, accurate, and professional manner.

More roles at FIL Asia Holdings Pte Ltd HK Branch

Partners Group AG

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Client Relationship Manager
Seen active today Posted Jul 4
Hong Kong, Hong Kong Mid

Role highlights

  • The role requires a proactive, entrepreneurial mindset combined with strong relationship management skills and the ability to position Part…
  • Work collaboratively with Partners Group internal teams to gather critical data and facilitate timely responses to client requests at all…

The Blackstone Group (HK) Limited

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Associate/ VP, BXMA Institutional Client Solutions
Seen active today Posted Jul 2
Hong Kong, Hong Kong Senior Full Time

Role highlights

  • Primary responsibilities include: Support development and execution of BXMA’s fundraising and investor relations activities Create marketin…
  • Work closely with BXMA’s investment teams and other functional groups to generate the appropriate investment solutions and information to c…

More roles at The Blackstone Group (HK) Limited

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