152 Estates Director jobs in Hong Kong

1 week ago Be among the first 25 applicants

With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally.

We have representatives across Hong Kong, Singapore, Malaysia, Geneva, Zurich, Dubai and the U.S. As we are ardent believers in providing holistic solutions, being part of the Howden Group also enables us to help our UHNW clients address their other insurance needs (such as their art insurance to political risk insurance) globally through the Howden network.

The Howden Group is proud to build a business that brings together entrepreneurial teams with the best expertise and talent from all over the world. As the largest independent European broker with an international network, it strongly believes in putting its people first, knowing that profits will follow and clients are the ones who will truly benefit.

Job Responsibilities

• Develop relationships with referral sources within the EPC’s assigned territories
• Develop leads and prospects by working with referral sources to identify and qualify potential prospects for the Company’s planning and life insurance products
• Meet with clients where appropriate pursuant to the solicitation guidelines and client availability
• Present the Company’s planning concepts and life insurance products to prospects
• Track, manage and follow up on prospective client situations including follow-up planning, meetings, correspondence, tracking information in the system
• Participate in other marketing activities as appropriate
• Utilize the Company’s sales management systems and follow all solicitation and compliance requirements

Job Requirements

• Bachelor’s degree from a reputable university, with 8 to 12 years of relevant experience in the financial industry
• Experience and knowledge in life insurance and/or HNW space will be preferred
• Individuals with strong analytical and problem solving skills, excellence communication, driven and ambitious in delivery of results
• Self-motivated and mature individuals who possess a strong drive for excellence
• Passionately committed to developing a long-term career in the industry

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Sales and Administrative
• Industries Financial Services, Insurance, and Insurance Agencies and Brokerages

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Wan Chai District, Hong Kong SAR 2 weeks ago

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Join JPMorgan Asset Management's Global Real Estate team in Asia Pacific as a Managing Director in Portfolio Management. This role offers the opportunity to drive strategic investment decisions and create value for clients through proactive asset management and capital raising efforts.

As a Portfolio Manager in the Real Estate Asia Pacific team, you will lead and actively participate in portfolio management efforts for various private direct real estate strategies. Your responsibilities include reviewing investment opportunities sourced by the acquisitions team, overseeing activities of the asset management team to create investment value, and assessing the disposition of investments to achieve strategic risk/reward outcomes. You will collaborate with senior investment, research and strategy, and product development teams to formulate and launch strategies/funds, and participate in investment review committees responsible for acquisitions, dispositions, financing/refinancing, major investment decisions, and asset strategy reviews.

This senior role also involves interfacing directly with prospective and existing clients, client advisors, client portfolio managers, sales and relationship management teams to assist in capital raising and relationship management with institutional investors, intermediaries, and private wealth clients.

• Develop strategies and execution plans aligned with client mandates and fund guidelines.
• Assist in developing strategy/fund documentation, including private placement memoranda, partnership agreements, and investment advisory agreements; execute capital raising plans.
• Evaluate and oversee acquisitions, asset management, development, and disposition activities, including sustainability integration, to meet client/fund objectives.
• Review and recommend multi-year portfolio strategies, including hold/sell decisions.
• Manage liquidity requirements, distributions, reserves, and funding sources.
• Manage investment risks including exposure, concentration, counterparty, tenant, leasing, credit, interest rate, foreign currency, and political risks.
• Review annual business plans, leasing, capital, and operating budgets.
• Support capital raising through engagement with clients, consultants, and relationship managers throughout the process.
• Review and communicate portfolio performance and updates to clients and internal teams.

• At least 15 years of institutional real estate acquisitions and asset/portfolio management experience across sectors like living, industrial/logistics, office, retail, and hotels, with a strong track record in value-add/opportunistic strategies.
• Minimum of 10 years investing in key Asia Pacific real estate markets.
• Experience working with internal transaction teams, joint venture partners, operators, and third-party service providers.
• Proven success in capital raising from global institutional investors and private channels.
• Strong analytical, investment judgment, leadership, and relationship-building skills.
• Ability to train and develop junior team members.
• Thorough understanding of real estate investment structures.

• Fluency in Japanese and Korean is a plus.

Location: Hong Kong or Singapore preferred. Extensive travel within Asia Pacific required.

J.P. Morgan is a global leader in financial services, committed to building trusted, long-term partnerships with clients. We value diversity and inclusion and are an equal opportunity employer.

Join JPMorgan Asset Management's Global Real Estate team in Asia Pacific as a Managing Director in Portfolio Management. This role offers the opportunity to drive strategic investment decisions and create value for clients through proactive asset management and capital raising efforts.

As a Portfolio Manager in the Real Estate Asia Pacific team, you will lead and actively participate in portfolio management efforts for various private direct real estate strategies. Your responsibilities include reviewing investment opportunities sourced by the acquisitions team, overseeing activities of the asset management team to create investment value, and assessing the disposition of investments to achieve strategic risk/reward outcomes. You will collaborate with senior investment, research and strategy, and product development teams to formulate and launch strategies/funds, and participate in investment review committees responsible for acquisitions, dispositions, financing/refinancing, major investment decisions, and asset strategy reviews.

This senior role also involves interfacing directly with prospective and existing clients, client advisors, client portfolio managers, sales and relationship management teams to assist in capital raising and relationship management with institutional investors, intermediaries, and private wealth clients.

• Develop strategies and execution plans aligned with client mandates and fund guidelines.
• Assist in developing strategy/fund documentation, including private placement memoranda, partnership agreements, and investment advisory agreements; execute capital raising plans.
• Evaluate and oversee acquisitions, asset management, development, and disposition activities, including sustainability integration, to meet client/fund objectives.
• Review and recommend multi-year portfolio strategies, including hold/sell decisions.
• Manage liquidity requirements, distributions, reserves, and funding sources.
• Manage investment risks including exposure, concentration, counterparty, tenant, leasing, credit, interest rate, foreign currency, and political risks.
• Review annual business plans, leasing, capital, and operating budgets.
• Support capital raising through engagement with clients, consultants, and relationship managers throughout the process.
• Review and communicate portfolio performance and updates to clients and internal teams.

• At least 15 years of institutional real estate acquisitions and asset/portfolio management experience across sectors like living, industrial/logistics, office, retail, and hotels, with a strong track record in value-add/opportunistic strategies.
• Minimum of 10 years investing in key Asia Pacific real estate markets.
• Experience working with internal transaction teams, joint venture partners, operators, and third-party service providers.
• Proven success in capital raising from global institutional investors and private channels.
• Strong analytical, investment judgment, leadership, and relationship-building skills.
• Ability to train and develop junior team members.
• Thorough understanding of real estate investment structures.

• Fluency in Japanese and Korean is a plus.

Location: Hong Kong or Singapore preferred. Extensive travel within Asia Pacific required.

J.P. Morgan is a global leader in financial services, committed to building trusted, long-term partnerships with clients. We value diversity and inclusion and are an equal opportunity employer.

Join to apply for the Asset Management – Private Markets Alternatives - Real Estate-Asia Pacific Platform Specialist - Executive Director role at JPMorganChase

Join to apply for the Asset Management – Private Markets Alternatives - Real Estate-Asia Pacific Platform Specialist - Executive Director role at JPMorganChase

Job Description

Join JPMorgan Asset Management as a Real Estate Asia-Pacific Platform Specialist and drive impactful initiatives for the Asia Pacific Real Estate strategies.

Job Description

Join JPMorgan Asset Management as a Real Estate Asia-Pacific Platform Specialist and drive impactful initiatives for the Asia Pacific Real Estate strategies.

Job Summary

As a Real Estate Asia-Pacific Platform Specialist within the Private Markets Alternatives team, you will be in a senior lead role in capital raising, business retention, and client interaction efforts for the Asia Pacific real estate strategies towards global clients and prospects. The position will actively work with the Real Estate-Asia Pacific (RE-APAC) investment team in the marketing of all current RE-APAC strategies as well as the design, development, and marketing of future RE-APAC strategies to global prospects.

Based in Hong Kong or Singapore, you will report directly to Chief Investment Officer and Head of Real Estate - Asia Pacific, and is a key leadership role within the Asia Pacific team.

Job Responsibilities

• Quarterback the planning, development, and execution of capital raising campaigns, partnering closely with regional investment specialists, client advisors, distributors, and the JPM Private Bank.
• Focus on developing and enhancing new and existing investor and consultant relationships for the RE-APAC business.
• Target capital sources globally across institutional and wealth/retail channels.
• Raise incremental capital for RE APAC open-ended commingled funds, closed-ended tactical strategies, separate accounts, and club funds, optimizing the use of JPMAM’s distribution network to profitably grow the AUM for the RE APAC business.
• Develop a thorough understanding of clients’ investment objectives and assist in a proactive, client-focused approach to product development.
• Serve as the liaison with other functional teams on product development initiatives, prioritizing target institutional client segments and developing appropriate real estate products.
• Support internal marketing efforts to JPMAM client and consultant advisors.
• Provide thought leadership across the organization through a deep understanding of real estate trends, including market fundamentals, capital flows, transactions, operators, capital providers, and competitors.
• Represent Private Markets and the RE APAC platform at various JPMAM and industry conferences and other client-facing events.
• Travel significantly and globally to support business development activities.
  
  

• Minimum of 10 years of experience, with a demonstrable track record in raising capital for real estate investment strategies across the risk spectrum
• Team-oriented, collaborative approach to client development and management
• Well known and regarded throughout the institutional investor community and also have established relationships with a broad spectrum of investors and consultants
• In-depth knowledge of the target real estate capital markets and a familiarity with various sectors in APAC
• Creativity and self-motivation in sourcing and structuring capital
• Excellent presentation skills, coupled with polished written and verbal communications skills
• Proven ability to work effectively across cultures, functions, and geographies
  
  

• Seniority level Director

• Employment type Full-time

• Job function Finance and Sales

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Hong Kong SAR HK$20,000.00-HK$21,000.00 2 weeks ago

Sha Tin District, Hong Kong SAR 1 week ago

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Join to apply for the Asset Management – Private Markets Alternatives - Real Estate-Asia Pacific Platform Specialist - Executive Director role at JPMorganChase

Join to apply for the Asset Management – Private Markets Alternatives - Real Estate-Asia Pacific Platform Specialist - Executive Director role at JPMorganChase

Job Description
Join JPMorgan Asset Management as a Real Estate Asia-Pacific Platform Specialist and drive impactful initiatives for the Asia Pacific Real Estate strategies.

Job Description
Join JPMorgan Asset Management as a Real Estate Asia-Pacific Platform Specialist and drive impactful initiatives for the Asia Pacific Real Estate strategies.
Job Summary
As a Real Estate Asia-Pacific Platform Specialist within the Private Markets Alternatives team, you will be in a senior lead role in capital raising, business retention, and client interaction efforts for the Asia Pacific real estate strategies towards global clients and prospects. The position will actively work with the Real Estate-Asia Pacific (RE-APAC) investment team in the marketing of all current RE-APAC strategies as well as the design, development, and marketing of future RE-APAC strategies to global prospects.
Based in Hong Kong or Singapore, you will report directly to Chief Investment Officer and Head of Real Estate - Asia Pacific, and is a key leadership role within the Asia Pacific team.
Job Responsibilities

• Quarterback the planning, development, and execution of capital raising campaigns, partnering closely with regional investment specialists, client advisors, distributors, and the JPM Private Bank.
• Focus on developing and enhancing new and existing investor and consultant relationships for the RE-APAC business.
• Target capital sources globally across institutional and wealth/retail channels.
• Raise incremental capital for RE APAC open-ended commingled funds, closed-ended tactical strategies, separate accounts, and club funds, optimizing the use of JPMAM’s distribution network to profitably grow the AUM for the RE APAC business.
• Develop a thorough understanding of clients’ investment objectives and assist in a proactive, client-focused approach to product development.
• Serve as the liaison with other functional teams on product development initiatives, prioritizing target institutional client segments and developing appropriate real estate products.
• Support internal marketing efforts to JPMAM client and consultant advisors.
• Provide thought leadership across the organization through a deep understanding of real estate trends, including market fundamentals, capital flows, transactions, operators, capital providers, and competitors.
• Represent Private Markets and the RE APAC platform at various JPMAM and industry conferences and other client-facing events.
• Travel significantly and globally to support business development activities.
  

• Minimum of 10 years of experience, with a demonstrable track record in raising capital for real estate investment strategies across the risk spectrum
• Team-oriented, collaborative approach to client development and management
• Well known and regarded throughout the institutional investor community and also have established relationships with a broad spectrum of investors and consultants
• In-depth knowledge of the target real estate capital markets and a familiarity with various sectors in APAC
• Creativity and self-motivation in sourcing and structuring capital
• Excellent presentation skills, coupled with polished written and verbal communications skills
• Proven ability to work effectively across cultures, functions, and geographies
  

• Seniority level Director

• Employment type Full-time

• Job function Finance and Sales

Referrals increase your chances of interviewing at JPMorganChase by 2x

Hong Kong SAR HK$20,000.00-HK$21,000.00 2 weeks ago

Sha Tin District, Hong Kong SAR 1 week ago

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Join to apply for the Executive Assistant - Asset Management role at JPMorganChase

Join to apply for the Executive Assistant - Asset Management role at JPMorganChase

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Job Description

Join J.P. Morgan Asset Management as Executive Assistant where you'll be responsible for providing support to the Head of Korea and immediate team. This can sometimes extend more broadly as required.

Job Description

Join J.P. Morgan Asset Management as Executive Assistant where you'll be responsible for providing support to the Head of Korea and immediate team. This can sometimes extend more broadly as required.

As an Executive Assistant within the Asset Management business, you will be responsible for managing your stakeholder diary and everyday needs, effectively and proactively prioritizing to ensure the team is able to seamlessly serve the needs of their clients. You will require minimal direction whilst utilizing your strong attention to detail to navigate the support for the group. You’ll be reliable and motivated, whilst demonstrating a high level of teamwork and flexibility, together with your strong problem-solving skills, confidentiality, and EQ.

You will be a strong communicator across both written and verbal skills. You will be managing a multitude of responsibilities, people and timeframes, whilst being adept across systems, policies and procedures, in a fast-paced environment.

Job Responsibilities

• Maintain complex and detailed diaries across multiple time zones
• Liaise with internal and external stakeholders and manage the coordination and logistics of all meetings
• Arrange and coordinate complicated domestic and international travel, whilst maintaining T&E policies
• Process invoices and T&E expense claims for team members. Ensure all policies are followed and items are processed within provided guidelines. Act as a subject matter expert for policies and procedures
• Produce high quality emails and messages to individuals at all levels of the organization
• Handle regular activities without prompting, and advise in advance of any issues or delays
• Work cooperatively with other Executive Assistants across the group, in positive partnership to support each other to work as a team
• Lead and coordinate on ad hoc projects as requested
• Coordinate events
  
  

• Minimum 8 years working as an Executive Assistant, ideally supporting at the Managing Director level (or equivalent)
• Advanced ability to organize
• Tact and good judgment in confidential situations, and proven experience interacting with senior management
• Effective interpersonal, written, and oral communication skills
• Proficiency in Microsoft Office
• Excellent telephone etiquette and ability to manage competing priorities i.e. calendar management
• Business/Secretarial College diploma or equivalent
  
  

• Problem-solving
• Multi-tasking
  
  

• Seniority level Not Applicable

• Employment type Full-time

• Job function Administrative

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Hong Kong SAR HK$15,000.00-HK$5,000.00 1 day ago

Sha Tin District, Hong Kong SAR 1 week ago

Sha Tin District, Hong Kong SAR 5 days ago

Hong Kong SAR HK 18,500.00-HK 19,500.00 2 weeks ago

Hong Kong SAR HK 12,000.00-HK 13,999.00 1 month ago

Central & Western District, Hong Kong SAR 9 months ago

Hong Kong, Hong Kong SAR HK 26,000.00-HK 34,000.00 1 week ago

Islands District, Hong Kong SAR 1 week ago

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1 day ago Be among the first 25 applicants

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Direct message the job poster from MICHAEL

We're Hiring: Research Analyst – Asset Management

We are seeking highly motivated and intellectually curious individuals to join our Asset Management team as Research Analysts . If you have a passion for markets, investment research, and data-driven decision-making, we want to hear from you.

We're Hiring: Research Analyst – Asset Management

Location: Remote or On-Site | Multiple Openings

We are seeking highly motivated and intellectually curious individuals to join our Asset Management team as Research Analysts . If you have a passion for markets, investment research, and data-driven decision-making, we want to hear from you.

• Conduct fundamental and/or quantitative research across asset classes (equities, fixed income, alternatives, etc.)
• Analyze macroeconomic trends, industry developments, and company financials
• Assist in building investment models, forecasts, and valuation analyses
• Prepare research reports and present findings to portfolio managers and investment committees
• Monitor existing investments and update investment theses as needed
• Collaborate closely with portfolio managers, risk teams, and operations

• 1–3 years of experience in investment research, equity research, asset management, or related fields (strong graduates also considered)
• Solid understanding of financial statements, valuation methods, and market dynamics
• Strong analytical and modeling skills (Excel, PowerPoint; Python or Bloomberg a plus)
• Excellent written and verbal communication skills
• Self-driven, detail-oriented, and intellectually curious
• Bachelor’s degree or above in Finance, Economics, Accounting, or a related discipline; CFA candidate or holder is a plus

• Work closely with experienced investment professionals
• Exposure to real investment decision-making processes
• Flat team structure with room for ideas and ownership
• Flexible working options — remote or on-site
• Competitive compensation and long-term growth path

Interested in applying?

• Send me your resume — and if available, feel free to share writing samples or investment research you've worked on.

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Staffing and Recruiting

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2 days ago Be among the first 25 applicants

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About FundPark: FundPark is a fintech platform specialising in financing solutions for e-Commerce SME businesses. We believe that they are the backbone of the economy as they drive innovation and competition, create jobs, and contribute to economic growth. Unfortunately, traditional financial institutions often fail to serve their unique needs, leaving them without access to the working capital they need to grow and succeed.

At FundPark, we're here to change that. Powered by our proprietary credit model, cutting-edge technology, and real-time data, we provide efficient, effective, and flexible funding solutions specifically designed for e-Commerce SMEs to grow their businesses and take advantage of new opportunities as they arise. Our loan disbursement has already crossed $2 billion, helping over 18,000 e-Commerce SMEs to grow since inception.

What you need to do:

1. Manage the debt collection team to ensure efficient and effective operations.
2. Design and implement digitalized notification measures for delinquent accounts and problematic clients.
3. Handle debt collector case assignments, legal proceedings, and recovery management processes.
4. Collaborate with outside collection agencies (OCAs) to streamline debt recovery efforts.
5. Review and analyze loan quality, providing detailed reports to the management team.
6. Develop loan restructuring proposals and assess the credit risk associated with problematic accounts.
7. Assist in inspections and monitor the sale of collateral assets to optimize recovery strategies.

Requirements:

• Minimum 2 years' experience in the financing field
• Degree or above in Credit Risk Management, Statistics or related disciplines
• Knowledge in freight and logistics practices would be an advantage
• Strong sense of responsibility, independent and detail-minded
• Proactive, innovative, and a good team player and leader
• Good command of spoken and written English, Mandarin, and Cantonese
• Able to work independently and manage a team
• Willing to travel
• Immediate availability is a plus

Why FundPark:

• Collaborate with a cohesive group of young entrepreneurs working towards peak performance
• Led and inspired by a team of experienced and visionary industry leaders
• An exclusive opportunity to be our part owner and share in the company's growth and success through participating in our Employee Stock Option Plan
• Join us at this exciting scale-up stage for ample development and career growth opportunities

Benefits: Dental insurance, Medical insurance, Five-day work week

• Mid-Senior level

• Full-time

• Other

• IT Services and IT Consulting

This job is active and accepting applications.

• Product risk parameters daily monitoring and periodic reports.
• Familiar with Bloomberg AIM CMGR related functions.
• Monitor and assess compliance with applicable laws, regulations, and internal policies related to asset management.
• Conduct regular compliance reviews and audits of investment activities.
• Develop, implement, and maintain compliance policies and procedures.
• Provide compliance training and support to staff and management.
• Liaise with regulatory bodies and respond to inquiries as needed.
• Assist in the preparation of compliance reports for senior management and the board.
• Stay updated on changes in regulations and industry best practices.

• University Degree in any discipline with strong academic results.
• 2-4 years of relevant work experience.
• CFA and FRM exam passed preferred; ESG related tests passed preferred.
• Meticulous, detail-oriented, able to multi-task, and thrive in a fast-paced environment. Hardworking with a “start-up” mentality. Continual learning is highly valued.
• Proficiency in Chinese is preferred.

We offer an attractive remuneration package and fringe benefits to the right candidate. Interested applicants please send your detailed resume, including present and expected salaries and availability, by clicking "Apply" or emailing to

(Data collected will be kept confidential and used solely for recruitment purposes.)