185 Client Advisor jobs in Hong Kong

Join to apply for the Senior Client Advisor / Client Advisor role at INITIAL FASHION

4 days ago Be among the first 25 applicants

Join to apply for the Senior Client Advisor / Client Advisor role at INITIAL FASHION

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“The Unusual Experience - It has truly been an extraordinary experience.
It touches your soul with five senses.”
「非尋常體驗，非尋常觸覺。」
We are a Hong Kong-based fashion label established in 2000, currently with over 130 stores in Hong Kong, Macau and the Chinese Mainland.
initial concept is not limited to the customer’s closet; it extends to the pursuit of exquisite style and fashion in all aspects of life. The unique and renowned initial style is made possible by its professional team working together, and living and breathing and creating.
Please visit our company website for more company information.
Responsibilities

• Drive and achieve individual and team sales targets, taking accountability for sales performance.
• Warmly welcome every client and provide the best customer experience.
• Provide professional advice to clients across the brand and all product categories.
• Build long-term relationships with clients to promote brand loyalty.
• Actively participate as a team member in all activities that contribute to the overall objectives of the store.
• Learn and master brand and product knowledge.

Job Requirements

• Minimum 3 years' working experience in fashion / luxury industry
• Self-motivated, mature and good team-player
• Excellent interpersonal, communication, and client relationship skills.
• Strong product knowledge to support the team in product maintenance, replenishment, display
• Good command of spoken Cantonese, English and Mandarin
• Candidate with less experience will be considered as Style Advisor

應徵者可遞交連同近照之履歷表 Whatsapp 到招聘熱線 5407 4676 或

於網上遞交申請：

• 所有提供的個人資料絕對保密及只作招聘用途

• Mid-Senior level

• Full-time

• Retail

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1 day ago Be among the first 25 applicants

Job Description
At J.P. Morgan Asset Management, we offer a dynamic opportunity to grow your career in one of the world's largest investment management firms. As a China Intermediary Client Advisor, you will be part of a team that values innovation, collaboration, and exceptional service.

Job Description
At J.P. Morgan Asset Management, we offer a dynamic opportunity to grow your career in one of the world's largest investment management firms. As a China Intermediary Client Advisor, you will be part of a team that values innovation, collaboration, and exceptional service.
As an Associate Client Advisor in the China Intermediary Business, you will build and deepen strong business partnerships with assigned intermediaries, mainly retail banks, to gain market share. You will proactively communicate with various levels of employees from intermediaries, explore sales and promotional activities, and translate industry developments into business opportunities.
You will prepare business reports, handle business agreement-related issues, and work effectively with different internal parties. Your role is crucial in achieving overall business objectives, including sales targets and other KPIs. This position requires willingness to frequent travel to China.
Job Responsibilities

• Build and deepen strong business partnerships with assigned intermediaries (mainly to retail banks) and gain our market share
• Proactively communicate with all levels of employees (including gatekeepers, investment consultants, relationship managers) from various intermediaries and explore sales and other promotional activities
• Understand and analyze industry development and translate into business opportunity
• Prepare business report and handle business agreement related issues
• Work effectively with different internal parties and able to present on the team's behalf
• As a team to achieve overall business objectives, including sales targets and other KPIs
• Willingness to travel to China
  

• University graduate in Business, Finance, or related discipline.
• Minimum of 5 years of experience in the financial industry.
• Solid intermediary or wholesale sales background.
• Good team player whilst able to work independently
• Good analytical skills and can demonstrate a comprehensive understanding of financial markets and investment products (including mutual funds, hedge funds and alternatives)
• Strong interpersonal and presentation skills.
• Excellent communication skills in both Mandarin and English.
• Be able to manage high volumes, work under pressure and within tight deadlines
  

• Professional qualifications such as CFA.
• Knowledge in Morningstar, Bloomberg, and Reuters.
  

• Seniority level Not Applicable

• Employment type Full-time

• Job function Consulting, Information Technology, and Sales

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Join to apply for the Wealth Management, Client Advisor, Hong Kong Team, Managing Director role at JPMorgan Chase .

5 days ago Be among the first 25 applicants.

Private Banking is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, as well as tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure, and a platform of depth and breadth.

As a Banker in our Wealth Management business, you will understand each client’s wealth objectives and investment requirements, working closely with specialists to propose, deliver, and execute solutions, as well as identify new business opportunities.

1. Support and manage all aspects of client relationships across the team; develop and maintain long-term relationships through professional and personal networks.
2. Operate in both banker and investor capacities, coordinating with various teams on account inquiries, maintenance, and investment-related matters.
3. Articulate and deliver strategic messages to clients, prepare presentations and proposals, and handle orders across asset classes. Keep clients updated on markets, portfolio performance, investment opportunities, and risks.
4. Partner with clients on updating KYC information, suitability profiles, hosting meetings, monitoring funds and asset transfers, and handling queries.
5. Collaborate with team members to provide high-quality client service.
6. Track clients, assets under management (AUM), and revenues using internal systems; calculate account performance periodically.
7. Work with other teams to ensure compliance, regulatory, risk management, operational, and due diligence requirements are met, adhering to internal policies.

• Bachelor's degree or equivalent with at least 15 years of wealth management experience and strong client and stakeholder management skills.
• Proven client management and effective communication skills (oral and written), with the ability to positively engage and influence clients and internal stakeholders.
• Strong organizational and prioritization skills.
• High integrity and risk awareness.
• Team player capable of working across different functions within the bank.
• Experience reporting to senior management and contributing to strategic initiatives.

• Experience in a wealth management firm, dealing directly with clients in investment advisory and relationship management roles.
• Knowledge of private banking regulatory and control environments, with the ability to manage accounts accordingly.

J.P. Morgan is a global leader in financial services, providing strategic advice and products to corporations, governments, wealthy individuals, and institutional investors. We focus on building trusted, long-term partnerships to help clients achieve their objectives.

We value diversity and inclusion, are an equal opportunity employer, and provide accommodations for religious practices, mental health, or disabilities.

J.P. Morgan Asset & Wealth Management offers investment management and private banking solutions, serving individuals, families, and foundations to help define and realize their financial goals.

Join to apply for the Wealth Management, Client Advisor, Hong Kong Team, Vice President role at JPMorganChase

1 week ago Be among the first 25 applicants

Join to apply for the Wealth Management, Client Advisor, Hong Kong Team, Vice President role at JPMorganChase

Job Description
Private Banking is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, as well as tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth.

Job Description
Private Banking is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, as well as tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure and a platform of depth and breadth.
As a Banker in our Wealth Management business, you will understand each client’s wealth objects and investment requirements, and work in close partnership with specialists in proposing, delivering, and executing solutions, as well as in identifying new business opportunities.
Job Responsibilities

• Support and manage all aspects of client relationships across the team; develop and maintain long-term relationships through professional/personal networks and contacts.
• Operate in both banker and investor capacity, and handle/coordinate with various teams on both overall account inquiries/maintenance as well as on investment-related aspects.
• Articulate and deliver strategic messages to their portfolio, prepare presentations and proposals, and take both solicited and unsolicited orders in all asset classes. Update clients regularly on markets, portfolio performance, investments opportunities, risks.
• Partner with the client including (but not limited to) updating Know Your Client (KYC) information, client suitability profile, hosting client meetings, monitoring funds/asset transfer and handling client ad-hoc queries.
• Collaborate with the other integrated team members to provide a high quality of client service.
• Keeping track of Clients, Assets Under Management (AUM) and Revenues using our internal systems; periodic calculation of account performance.
• Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies.
  

• Bachelor degree or its equivalent with a minimum 7 years’ experience of wealth management experience along with strong client and stakeholder management skills.
• Proven client management skills and effective communication skills (oral and written) who can positively engage and influence clients as well as internal stakeholders.
• Strong organizational and prioritization skills.
• Operate with a high level of integrity and risk awareness.
• Must be a team player and able to work with different business functions across the bank.
• As the role is an important contributor to the strategy of JPM, comfort and experience working with and reporting to senior management is required.
  

• Experience in a wealth management firm is strongly preferred, having dealt directly with clients in a similar capacity covering investment advisory and client relationship management.
• Ideally understand and have a working knowledge of the private banking key regulatory and control environments that are relevant to the team and be able to manage the accounts accordingly.
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales

Referrals increase your chances of interviewing at JPMorganChase by 2x

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Kwai Tsing District, Hong Kong SAR 2 days ago

Tsim Sha Tsui, Hong Kong SAR 2 months ago

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Join to apply for the Wealth Management, Client Advisor, Hong Kong Team, Managing Director role at JPMorgan Chase .

5 days ago Be among the first 25 applicants.

Private Banking is involved with every facet of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, as well as tax and estate planning. Our business model focuses on deep client relationships, an integrated team structure, and a platform of depth and breadth.

As a Banker in our Wealth Management business, you will understand each client’s wealth objectives and investment requirements, working closely with specialists to propose, deliver, and execute solutions, as well as identify new business opportunities.

• Support and manage all aspects of client relationships across the team; develop and maintain long-term relationships through professional and personal networks.
• Operate in both banker and investor capacities, coordinating with various teams on account inquiries, maintenance, and investment-related matters.
• Articulate and deliver strategic messages to clients, prepare presentations and proposals, and handle orders across asset classes. Keep clients updated on markets, portfolio performance, investment opportunities, and risks.
• Partner with clients on updating KYC information, suitability profiles, hosting meetings, monitoring funds and asset transfers, and handling queries.
• Collaborate with team members to provide high-quality client service.
• Track clients, assets under management (AUM), and revenues using internal systems; calculate account performance periodically.
• Work with other teams to ensure compliance, regulatory, risk management, operational, and due diligence requirements are met, adhering to internal policies.

• Bachelor's degree or equivalent with at least 15 years of wealth management experience and strong client and stakeholder management skills.
• Proven client management and effective communication skills (oral and written), with the ability to positively engage and influence clients and internal stakeholders.
• Strong organizational and prioritization skills.
• High integrity and risk awareness.
• Team player capable of working across different functions within the bank.
• Experience reporting to senior management and contributing to strategic initiatives.

• Experience in a wealth management firm, dealing directly with clients in investment advisory and relationship management roles.
• Knowledge of private banking regulatory and control environments, with the ability to manage accounts accordingly.

J.P. Morgan is a global leader in financial services, providing strategic advice and products to corporations, governments, wealthy individuals, and institutional investors. We focus on building trusted, long-term partnerships to help clients achieve their objectives.

We value diversity and inclusion, are an equal opportunity employer, and provide accommodations for religious practices, mental health, or disabilities.

J.P. Morgan Asset & Wealth Management offers investment management and private banking solutions, serving individuals, families, and foundations to help define and realize their financial goals.

Join to apply for the Wealth Management, UHNW Client Advisor for Hong Kong Market, Associate role at JPMorganChase

1 day ago Be among the first 25 applicants

Join to apply for the Wealth Management, UHNW Client Advisor for Hong Kong Market, Associate role at JPMorganChase

Job Description

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to join JP Morgan as UHNW Client Advisor, Associate for Hong Kong market where you will support and manage all aspects of client relationships across the team. The region remains a key center for growth, presenting significant opportunities for our partners and us to develop and broaden our businesses together. We seek a high caliber candidate to join our team.

Job Description

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to join JP Morgan as UHNW Client Advisor, Associate for Hong Kong market where you will support and manage all aspects of client relationships across the team. The region remains a key center for growth, presenting significant opportunities for our partners and us to develop and broaden our businesses together. We seek a high caliber candidate to join our team.

Job Summary

As a Wealth Management, UHNW Client Advisor, Associate for Hong Kong market at JP Morgan, you will be responsible for supporting and managing all aspects of client relationships across the team, including understanding clients’ wealth objectives and investment requirements, and collaborate with other Specialists to provide high-quality client service and ensure compliance with all regulatory and internal policies.

Job Responsibilities

• Support and manage all aspects of client relationships across the team; develop and maintain long-term relationships through professional/personal networks and contacts.
• Operate in both banker and investor capacity, and handle/coordinate with various teams on both overall account inquiries/maintenance as well as on investment-related aspects.
• Articulate and deliver strategic messages to their portfolio, prepare presentations and proposals, and take both solicited and unsolicited orders in all asset classes. Update clients regularly on markets, portfolio performance, investments opportunities, risks.
• Partner with the client including (but not limited to) updating Know Your Client (KYC) information, client suitability profile, hosting client meetings, monitoring funds/asset transfer and handling client ad-hoc queries.
• Collaborate with the other integrated team members to provide a high quality of client service.
• Keeping track of Clients, Assets Under Management (AUM) and Revenues using our internal systems; periodic calculation of account performance.
• Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies.
  
  

• Bachelor degree or its equivalent with a minimum 5 years’ experience of wealth management experience along with strong client and stakeholder management skills.
• Proven client management skills and effective communication skills (oral and written) who can positively engage and influence clients as well as internal stakeholders.
• Strong organizational and prioritization skills.
• Operate with a high level of integrity and risk awareness.
• Must be a team player and able to work with different business functions across the bank.
• As the role is an important contributor to the strategy of JPM, comfort and experience working with and reporting to senior management is required.
  
  

• Experience in a wealth management firm is strongly preferred, having dealt directly with clients in a similar capacity covering investment advisory and client relationship management.
• Ideally understand and have a working knowledge of the private banking key regulatory and control environments that are relevant to the team and be able to manage the accounts accordingly.
  
  

• Seniority level Not Applicable

• Employment type Full-time

• Job function Finance and Sales

Referrals increase your chances of interviewing at JPMorganChase by 2x

Get notified about new Wealth Manager jobs in Hong Kong SAR .

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Wealth Management, UHNW Client Advisor for Hong Kong Market, Associate role at JPMorganChase

1 day ago Be among the first 25 applicants

Join to apply for the Wealth Management, UHNW Client Advisor for Hong Kong Market, Associate role at JPMorganChase

Job Description
Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to join JP Morgan as UHNW Client Advisor, Associate for Hong Kong market where you will support and manage all aspects of client relationships across the team. The region remains a key center for growth, presenting significant opportunities for our partners and us to develop and broaden our businesses together. We seek a high caliber candidate to join our team.

Job Description
Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to join JP Morgan as UHNW Client Advisor, Associate for Hong Kong market where you will support and manage all aspects of client relationships across the team. The region remains a key center for growth, presenting significant opportunities for our partners and us to develop and broaden our businesses together. We seek a high caliber candidate to join our team.
Job Summary
As a Wealth Management, UHNW Client Advisor, Associate for Hong Kong market at JP Morgan, you will be responsible for supporting and managing all aspects of client relationships across the team, including understanding clients’ wealth objectives and investment requirements, and collaborate with other Specialists to provide high-quality client service and ensure compliance with all regulatory and internal policies.
Job Responsibilities

• Support and manage all aspects of client relationships across the team; develop and maintain long-term relationships through professional/personal networks and contacts.
• Operate in both banker and investor capacity, and handle/coordinate with various teams on both overall account inquiries/maintenance as well as on investment-related aspects.
• Articulate and deliver strategic messages to their portfolio, prepare presentations and proposals, and take both solicited and unsolicited orders in all asset classes. Update clients regularly on markets, portfolio performance, investments opportunities, risks.
• Partner with the client including (but not limited to) updating Know Your Client (KYC) information, client suitability profile, hosting client meetings, monitoring funds/asset transfer and handling client ad-hoc queries.
• Collaborate with the other integrated team members to provide a high quality of client service.
• Keeping track of Clients, Assets Under Management (AUM) and Revenues using our internal systems; periodic calculation of account performance.
• Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies.
  

• Bachelor degree or its equivalent with a minimum 5 years’ experience of wealth management experience along with strong client and stakeholder management skills.
• Proven client management skills and effective communication skills (oral and written) who can positively engage and influence clients as well as internal stakeholders.
• Strong organizational and prioritization skills.
• Operate with a high level of integrity and risk awareness.
• Must be a team player and able to work with different business functions across the bank.
• As the role is an important contributor to the strategy of JPM, comfort and experience working with and reporting to senior management is required.
  

• Experience in a wealth management firm is strongly preferred, having dealt directly with clients in a similar capacity covering investment advisory and client relationship management.
• Ideally understand and have a working knowledge of the private banking key regulatory and control environments that are relevant to the team and be able to manage the accounts accordingly.
  

• Seniority level Not Applicable

• Employment type Full-time

• Job function Finance and Sales

Referrals increase your chances of interviewing at JPMorganChase by 2x

Get notified about new Wealth Manager jobs in Hong Kong SAR .

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Join to apply for the Asset Management - Hong Kong Intermediary Business, Client Advisor - Vice President / Associate role at JPMorganChase

Join to apply for the Asset Management - Hong Kong Intermediary Business, Client Advisor - Vice President / Associate role at JPMorganChase

Job Description

Are you ready to elevate your career in asset management? We invite you to become a pivotal member of our Client Advisor Team within the Hong Kong Intermediary Business. This is your chance to make a significant impact by delivering unparalleled client experiences through innovative and proactive sales strategies.

Job Description

Are you ready to elevate your career in asset management? We invite you to become a pivotal member of our Client Advisor Team within the Hong Kong Intermediary Business. This is your chance to make a significant impact by delivering unparalleled client experiences through innovative and proactive sales strategies.

At J.P. Morgan Asset Management, we prioritize our clients, and we're seeking candidates who share our passion for excellence.

As a Vice President / Associate Client Advisor in the Hong Kong Intermediary Business, you'll be at the forefront of engaging with established clients and pioneering new ways to expand our client base. Leverage our cutting-edge technology and CRM systems to identify opportunities and deliver groundbreaking solutions. We are committed to conducting 'first class business in a first class way,' and we expect you to embody this ethos in every interaction.

Job Responsibilities

• Build and implement client strategy to drive strategic business growth.
• Develop and sustain strong relationships with key decision-makers, gatekeepers, and influencers.
• Analyze industry trends and translate them into actionable business opportunities.
• Deliver commercial success, quality of service and risk-controls excellence of the overall business by working with internal stakeholders through day-to-day responsibilities, strategic initiatives, and projects.
• Collaborate to achieve overarching business objectives, including sales targets and key performance indicators.
  
  

• Minimum of 4 years in the financial industry with a robust track record and strong client relationships.
• A go-getter attitude with the ability to bring fresh perspectives and new ideas to the team.
• Strong Knowledge of public and private capital markets.
• Demonstrated success in a financial sales environment, with high energy and a results-oriented approach.
• Ability to build and manage relationships across the organization and with clients.
• Strong fiduciary mindset with a commitment to risk control and ethical standards.
• Fluency in English and Cantonese is essential for effective client coverage.
  
  

• CFA designation is desirable but not a must
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales

Referrals increase your chances of interviewing at JPMorganChase by 2x

Get notified about new Asset Management Specialist jobs in Hong Kong SAR .

Kwun Tong District, Hong Kong SAR 1 month ago

Central & Western District, Hong Kong SAR 4 hours ago

Central & Western District, Hong Kong SAR 6 days ago

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Join to apply for the Asset Management - Hong Kong Intermediary Business, Client Advisor - Vice President / Associate role at JPMorganChase

Join to apply for the Asset Management - Hong Kong Intermediary Business, Client Advisor - Vice President / Associate role at JPMorganChase

Job Description
Are you ready to elevate your career in asset management? We invite you to become a pivotal member of our Client Advisor Team within the Hong Kong Intermediary Business. This is your chance to make a significant impact by delivering unparalleled client experiences through innovative and proactive sales strategies.

Job Description
Are you ready to elevate your career in asset management? We invite you to become a pivotal member of our Client Advisor Team within the Hong Kong Intermediary Business. This is your chance to make a significant impact by delivering unparalleled client experiences through innovative and proactive sales strategies.
At J.P. Morgan Asset Management, we prioritize our clients, and we're seeking candidates who share our passion for excellence.
As a Vice President / Associate Client Advisor in the Hong Kong Intermediary Business, you'll be at the forefront of engaging with established clients and pioneering new ways to expand our client base. Leverage our cutting-edge technology and CRM systems to identify opportunities and deliver groundbreaking solutions. We are committed to conducting 'first class business in a first class way,' and we expect you to embody this ethos in every interaction.
Job Responsibilities

• Build and implement client strategy to drive strategic business growth.
• Develop and sustain strong relationships with key decision-makers, gatekeepers, and influencers.
• Analyze industry trends and translate them into actionable business opportunities.
• Deliver commercial success, quality of service and risk-controls excellence of the overall business by working with internal stakeholders through day-to-day responsibilities, strategic initiatives, and projects.
• Collaborate to achieve overarching business objectives, including sales targets and key performance indicators.
  

• Minimum of 4 years in the financial industry with a robust track record and strong client relationships.
• A go-getter attitude with the ability to bring fresh perspectives and new ideas to the team.
• Strong Knowledge of public and private capital markets.
• Demonstrated success in a financial sales environment, with high energy and a results-oriented approach.
• Ability to build and manage relationships across the organization and with clients.
• Strong fiduciary mindset with a commitment to risk control and ethical standards.
• Fluency in English and Cantonese is essential for effective client coverage.
  

• CFA designation is desirable but not a must
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales

Referrals increase your chances of interviewing at JPMorganChase by 2x

Get notified about new Asset Management Specialist jobs in Hong Kong SAR .

Kwun Tong District, Hong Kong SAR 1 month ago

Central & Western District, Hong Kong SAR 4 hours ago

Central & Western District, Hong Kong SAR 6 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.