What Jobs are available for Management Associate in Hong Kong?

Job Description:

Business Management Associate responsibilities include formulating overall strategy, managing people, and establishing proposals. To be successful in this role, you should be a positive leader and a confident decision-maker, helping our people develop and be productive while ensuring our profits are on the rise.

We provide:

• Professional Weekly Training Program for freshmen (on working days)

• Company trips

• Medical Insurance and Staff benefits

• Good Career Path with a chance of promotion

Your Duties:

• Cooperate with our bank agency team members, and provide financial advice for customers

• Developing business management goals and objectives 

• Designing and implementing business plans and strategies to promote the attainment of goals

Skills & Requirements:

• Willing to take the initiative

• Good communication Skills and Interpersonal skills

• Knowing Putonghua will be an extra advantage

*Degree holder in any discipline (IANG and overseas candidates are welcome)

If you can confidently demonstrate that you meet the criteria above, be sure to get in touch with us as soon as possible.

Position Overviews

This position is designed for entry level trainees to offer a comprehensive foundation on which to build a successful financial career emphasizing in financial planning and wealth management. The position offers the opportunity to gain experience in numbers of key business areas and get involved in business development. Trainees will have an opportunity to be a part of the management team in their careers.

Responsibilities:

· Providing professional advice for clients on financial planning, wealth management, securities and futures, etc.

· Presenting investment advices and market outlook to clients

· To take care, monitor and assist clients in achieving financial goals

· To develop future business opportunity by maintaining good relationship with clients

· Develop interpersonal skills and management skills to be a part of the management team in the later stage of your career

Requirements:

• University degree holder or above, Finance or Business related discipline would be a definite advantage
• Willing to work under pressure, with strong communication, interpersonal and analytical skills
• Proficient in both English and Cantonese. Good in Mandarin is an advantage.
• Mature, self-discipline, self-motivated and hardworking
• Good communication and interpersonal skills
• Fresh graduates and overseas graduates are welcome

Benefit & Salary:

*Negotiable, based on experience and background

TotalPro Platform

One of the most competitive financial management institutes in the world and set apart from competition by constantly to assist clients in realizing and achieving financial goal and provide professional guidance in managing financial assets, also to communication and develop mutual trust relationship with clients. To cope with the business expansion, we invite high caliber individuals with a keen interest to develop a career to join us.

1. Analyze financial data, portfolios, and market trends to support investment decisions.
2. Assist in preparing client reports, presentations, and investment proposals.
3. Help manage client accounts and monitor portfolio performance.
4. Support due diligence, compliance, and administrative tasks in investment transactions.
5. Coordinate meetings, follow up on client requests, and communicate with stakeholders.
6. Learn and contribute to developing investment strategies and business plans.

• University level education is an advantage OR
• HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / "Attained" or above) plus relevant work experience
• Fluent Cantonese
• Experience in handling offshore and mainlander segment will be an advantage
• Good communication and interpersonal skills
• Good command of Chinese

Monthly allowance + Attractive commission package + year-end bonus + comprehensive fringe benefits

Professional training program (Pre-job and on-job training on how to be MDRT qualifier)

One year fast-track promotion program to Senior Manager /Assistant Unit Manager

Excellent career path to management level

Comprehensive Medical Coverage, Life Insurance & Retirement Packages

Overseas trips and conventions

Dynamic Working Environment, Flexible Working Hours

Wealth management is composed of Risk Management, Global Investment, Saving and Retirement planning. It is an essential part of the Financial industry in Hong Kong.

1. Provide professional financial advice to clients

2. Conduct Financial Needs Analysis (FNA) to assess clients' current financial situation and develop personalized Risk Management assessments/proposals

3. Provide comprehensive financial services to clients, including Risk Management, Retirement and Saving Plannings, Asset Allocation, Investment Management, etc.
4. Evaluate different financial products,such as Investment Portfolios, Fund Management, MPF, international assets, etc.

5. Review and follow-up clients' Wealth Management issues, Investment Portfolios, claims

6. Team management

7. Work with teams to develop different business strategies

8. Support the development of the team
9. Competitive package: Basic salary + Commission + Bonus
10. Opportunities to attend overseas trips and conferences
11. Good promotion mechanism - the promotion system is based on individual performance, you can be promoted to senior level in a short period of time
12. Flexible working hours
13. Vocational training program
14. No off-season and layoffs
15. Seminars by representatives of famous Investment/Fund companies (e.g. Morgan Stanley, EY) and professional doctors - get the most professional and updated information on market trends and medical services
16. University students in all disciplines
17. Fresh Graduates and IANG are welcomed (No working experiences will also be considered)
18. HK I.D. card holder or Dependant, TTPS or IANG Visa holder
19. Good command of written and spoken Cantonese or Mandarin are preferred (English Speakers will also be considered)
20. Candidates who like to communicate with others and willing to learn new skills

Job Types: Full-time, Part-time

Pay: $15, $50,000.00 per month

Expected hours: No less than 6 per week

Benefits:

• Flexible schedule
• Medical Insurance
• Opportunities for promotion
• Professional development
• Work from home

One of the top management companies in Hong Kong, market pioneer in the Asia Pacific region, with over 100 years of experience in the service industry.

Providing full process of services, meet the needs of individuals and businesses, with a strong reputation in the market.

If you are looking for a bright career, we are now inviting you as a high-qualified candidate to join our professional corporation.

We offer:

Monthly income (HK$25,000 – HK$50,000) and year-end bonus

1 year promotion path to managerial level

We provide:

• Good learning & working environment.
• Full management supports and mentorship.
• Comprehensive 3 months training program
• 1 year personal growth special training.
• 1 year promotion path to managerial level.

Job duty:

• Setting goals and monitoring the progress with the upper management
• Developing strategies and planning objectives decided

Requirement:

• Fresh graduates / Experienced candidates will be considered.
• Good communication & writing skills.
• Good teamwork skills, closely with team members to achieve team goals and maximize performance.
• Proficient in the ability to build effective relationships with clients.

Fluent in Mandarin & PRC background will be an advantage (欢迎 高端人才通行证计划 (高才通), 优秀人才入境计划 (优才), IANG Students , Dependent Visa 申请)

Interested candidates please send full resume to Mr. Wong at (email redacted, apply via Company website)

All personal data collected will be used for recruitment purpose only.

Full-time

Amber International Holding Limited
(Nasdaq: AMBR)
is a leading Web3 financial solutions and infrastructure provider, operating under the brand name
Amber Premium
.

Amber Premium
is a leading provider of institutional crypto financial services and solutions. As a core subsidiary of Amber Group, it provides institutional market access, execution infrastructure, and investment solutions to help institutions and high-net-worth individuals optimize their digital asset portfolios. Amber Premium offers a regulated, scalable financial ecosystem powered by proprietary blockchain and financial technologies, AI-driven risk management, and quantitative algorithms across CeFi, DeFi, and OTC markets. For more information, visit

Responsibilities:

• Manage company's business system and support business connections between different departments;
• Perform routine checks on accounts to ensure the standard use of relevant accounts;
• Authorization and approval of various business system accounts;
• Build and maintain relationships with various counter parties;
• Open business accounts with various counter-parties and perform periodic review;
• Sort out and refine the problems found in daily affairs, provide feedback to relevant teams with improvement plans or process optimization proposal;
• Assist in improving the functions of middle office systems such as trading system and asset management system, etc;
• Assist in the formulation of business operation process, and continuously put forward optimization suggestions for relevant processes;
• Assist the department with project management, organize and facilitate project implementation.

Requirement:

• Full-time bachelor degree or above in finance, economics and other related majors;
• Welcome Fresh Graduates;
• At least two internships, each lasting two months or more, in the operations office of financial institutions;
• Well understandings of risk control methods of the operations;
• Fluent in English, have strong adaptability and good sense of teamwork;
• Proficient in Microsoft office software such as Excel, PPT and Visio.

Amber Group
opens its doors to the curious problem solver empowered to make an impact in shaping tomorrow. As a hyper-growth company since day 1, we continually invite talent to join our diverse, nimble and digitally-native teams. If this sounds like you, apply now, or get in touch with us today.

Key Criteria for All Applicants

• Direct experience in personal wealth management, client onboarding and client service or significant operations and client service experience in a related field.
• Located in or willing to relocate to Hong Kong. Relocation package possible for the right candidate
• Preferred candidates will have their SFC type 4 and 9 and/or CFP credential or a similar advanced qualification
• Strong references from prior employers/colleagues are required
• Ability to complete operations and administrative support work independently and with a team with precision and accuracy.

Leo Wealth is growing its Asian teams, seeking wealth associates to join our office in Hong Kong. This exciting role is an opportunity to work as part of a fast paced team delivering comprehensive wealth management and investment solutions to our global citizen clients.

Core Job Responsibilities

• Client onboarding, account opening and account administration

• Provide financial planning support for senior advisers and their clients

• Maintain and build client relationships, delivering wealth management solutions

• Oversee data entry of new client information into CRM and other systems

• Prepare for financial plan reviews and assist clients with financial modeling, estate planning and tax planning

• Coordinate information requests for advisers and their clients and organize client data

• Attend client meetings with advisers and independently manage follow up

• Utilize software to run reports and analyze client data

Core Skills and Qualifications

• Bachelor's degree or higher in a relevant field. Strong interpersonal, organizational and communication skills

• Native/fluent written and spoken English.

• Committed to Asia long term

• Team player able to work with other client advisers and senior management

• Extensive background in use of Windows and Microsoft Office applications (Word, Excel including pivot tables, and PowerPoint). Knowledge of and ability to learn and use CRM systems and software for client and company reporting

• Ability to work both independently and with a diverse, international team

• CFP/CFA/CPA/TEP or an interest in obtaining these or other relevant credentials is a plus

• Ability to adhere to the highest standards of confidentiality and integrity

• Ability to provide references and submit to a background check

• Prefered current SFC, MAS or series 65/66 or willingness to obtain

About us

As a proud member of the Ascentium Group, we stand at the forefront of innovation in Human Capital Solutions. With a forward-thinking mindset, we deliver a tailored suite of services that empower our clients to thrive in today's fast-changing business landscape.

Our clientis a reputable bank with a prominent position in the region and standing strong in achieving success in the APAC region. They are looking for a self-motivated Business Management Professional to support their Finance & Business Project initiatives.

Responsibilities:

• Serve as a Business Management and Project Coordinator on driving growth and enhancing productivity by identifying relevant financial data for reporting and analysis
• Assist in operational tasks including coordination, documentation, review and record maintenance
• Develop, define, plan, and deliver finance strategies and initiatives based on data-driven insights, including a three-year budget plan and management presentations
• Manage the unit scorecard and budget plan, including setting targets, monitoring performance, and identifying areas for improvement
• Coordinate with regional business units and group counterparts for the monthly submission of flash reports, cost allocations, expense management, periodic forecasts, and the annual budget
• Oversee strategic projects, preparing PowerPoint slides and presentation materials within the Finance team, while collaborating closely with Finance and other stakeholders to ensure alignment and successful implementation of finance strategies
• Enhance the employee journey and support transformation initiatives for the future growth of Finance, fostering positive employee engagement
• Provide support for new projects and initiatives as needed

Requirements:

• Bachelor's degree in Banking & Finance, Business Administration, Data Analytics, or a related discipline
• Minimum of 3 years of relevant experience in business planning and analysis, data analytics, and expense management within banking, insurance, financial institutions, or multinational corporations
• Proficient in written and spoken English and Chinese (Cantonese and Mandarin)
• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint); Hands-on experience with Microsoft PowerPoint and preparing presentation decks
• Prior experience in project and stakeholders management; experience in PMO or finance/ business/ technology project management is a plus
• A team player with strong communication and interpersonal skills for effective stakeholder management
• Detail-oriented, proactive, and possesses a strong sense of responsibility and teamwork
• Excellent time management skills with the ability to prioritize tasks and meet tight deadlines

Interested parties please send your application with full career history, current and expected salary by clicking Apply Now button. Applications will be treated in strict confidence. Personal data collected will be used for recruitment purposes only.

About the role

This is a full-time position where you will have the opportunity to gain valuable experience in the Funds Management industry. As an Associate Trainee, you will work closely with our team to support the delivery of high-quality asset management services to our clients.

Partner with clients to ensure their investment portfolios align with their goals and risk preferences Monitor and analyze portfolio performance, proactively identifying adjustments to maintain compliance with client mandates.

Deliver insightful, tailored reporting that keeps clients informed and confident Prepare and present investment performance reviews and market commentaries that clearly communicate portfolio progress and market trends.

Help uncover investment opportunities that meet client needs Participate in fund research and due diligence with a focus on identifying options that align with client objectives and values.

Develop and refine tools that enhance the client experience Contribute to the creation and improvement of investment models that support personalized portfolio strategies.

Work cross-functionally to ensure a smooth and responsive client journey Collaborate with internal teams to deliver cohesive, high-quality service that reflects our commitment to client success.

Invest in your own growth to better serve our clients Engage in ongoing training and development to deepen your expertise in asset management and strengthen client relationships.

What we're looking for

1. Bachelor's degree in Finance, Economics, Accounting or a related field
2. Strong analytical and problem-solving skills, with the ability to interpret financial data
3. Excellent communication and interpersonal skills, with the ability to liaise effectively with clients and colleagues
4. Keen interest in the financial services industry and a passion for asset management
5. Ability to work collaboratively in a team environment and under pressure

What we offer

We are committed to supporting our employees' professional and personal development. You will have access to a range of benefits, including:

1. Competitive salary and bonus structure
2. Comprehensive health and wellness benefits
3. Ongoing training and development opportunities
4. Supportive and inclusive company culture
5. Opportunities for career progression within the firm

About us

Right Person Found Consultant Company is a leading job agency based in Hong Kong. With a focus on delivering exceptional recruitment solutions, we have established a strong reputation in the Financial industry. Our team of dedicated professionals is committed to helping our clients achieve their goals.