228 Private Wealth jobs in Hong Kong

Join to apply for the Private Wealth Manager role at Bondex .

3 days ago Be among the first 25 applicants.

• Promote the brand of Amber and build partnerships with relevant financial and distribution channels to grow AUM of Amber Premium.
• Develop business partnerships with distribution channels and new clients.
• Facilitate prospect and client demo calls, gather client feedback, and communicate with internal teams.
• Build and maintain strong relationships with institutional and individual clients, driving sales in AUM and trading volume.
• Collaborate with internal stakeholders such as product, marketing, legal, and compliance to ensure smooth operations.

• 5+ years of experience in financial services, fintech, technology, or management consulting.
• Experience in sales/business development or client relationship management within crypto or traditional finance is a strong plus.
• Excellent communication and negotiation skills.
• Entrepreneurial, self-driven, and problem-solving mindset.
• Strong analytical, time management, and organizational skills.
• Creative, resourceful, persistent, and adaptable to a dynamic environment.
• Interest in digital assets and familiarity with crypto markets preferred.

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: Mobile Computing Software Products

Join to apply for the Sales Assistant – Private Wealth Management role at UOB Kay Hian

Join to apply for the Sales Assistant – Private Wealth Management role at UOB Kay Hian

We are the largest Singaporean stockbroker by both market capitalisation and size of sales-force, with an extensive foothold in the regional and global markets. We are looking for qualified individuals to join us.

Responsibilities

• Handle & execute dealing orders from sales / clients
• Provide administrative support to the sales
• Handle clients’ enquiries and provide quality service support
• Assist in other ad hoc projects when required
  
  

• SFC or HKMA licensee with at least 2 years relevant experience from Private Banking, Wealth Management or Asset Management
• Good command of both spoken and written English and Chinese including Mandarin
• Strong PC skills in Microsoft Word, Excel and Chinese word processing
• Self-motivated, responsible and able to work under pressure and in fast-paced team environment
• Excellent interpersonal and communication skills
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance

Referrals increase your chances of interviewing at UOB Kay Hian by 2x

Get notified about new Sales Assistant jobs in Hong Kong SAR .

Islands District, Hong Kong SAR 1 month ago

Hong Kong, Hong Kong SAR HK$65.00-HK$0.00 1 week ago

Hong Kong, Hong Kong SAR HK 65.00-HK 90.00 1 week ago

Hong Kong, Hong Kong SAR HK 65.00-HK 90.00 1 week ago

Ma On Shan, Hong Kong SAR HK 65.00-HK 90.00 1 week ago

Hong Kong, Hong Kong SAR HK 65.00-HK 90.00 1 week ago

Central, Hong Kong SAR HK 65.00-HK 90.00 1 week ago

Hong Kong, Hong Kong SAR HK 65.00-HK 90.00 1 week ago

Hong Kong, Hong Kong SAR HK 65.00-HK 90.00 1 week ago

Hong Kong, Hong Kong SAR HK 65.00-HK 90.00 1 week ago

Hong Kong, Hong Kong SAR HK 65.00-HK 90.00 1 week ago

Hong Kong, Hong Kong SAR HK 65.00-HK 90.00 1 week ago

Kowloon Bay, Hong Kong SAR HK 65.00-HK 90.00 1 week ago

Hong Kong, Hong Kong SAR HK 65.00-HK 90.00 1 week ago

Islands District, Hong Kong SAR 2 weeks ago

Wa Shing Tsuen, Hong Kong SAR HK 65.00-HK 90.00 1 week ago

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

Hong Kong, Hong Kong SAR HK 65.00-HK 90.00 1 week ago

Hong Kong, Hong Kong SAR HK 65.00-HK 90.00 1 week ago

Mong Kok, Hong Kong SAR HK 65.00-HK 90.00 1 week ago

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Join to apply for the Sales Assistant – Private Wealth Management role at UOB Kay Hian

Join to apply for the Sales Assistant – Private Wealth Management role at UOB Kay Hian

We are the largest Singaporean stockbroker by both market capitalisation and size of sales-force, with an extensive foothold in the regional and global markets. We are looking for qualified individuals to join us.
Responsibilities

• Handle & execute dealing orders from sales / clients
• Provide administrative support to the sales
• Handle clients’ enquiries and provide quality service support
• Assist in other ad hoc projects when required
  

• SFC or HKMA licensee with at least 2 years relevant experience from Private Banking, Wealth Management or Asset Management
• Good command of both spoken and written English and Chinese including Mandarin
• Strong PC skills in Microsoft Word, Excel and Chinese word processing
• Self-motivated, responsible and able to work under pressure and in fast-paced team environment
• Excellent interpersonal and communication skills
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance

Referrals increase your chances of interviewing at UOB Kay Hian by 2x

Get notified about new Sales Assistant jobs in Hong Kong SAR .

Islands District, Hong Kong SAR 1 month ago

Hong Kong, Hong Kong SAR HK$65.00-HK$0.00 1 week ago

Hong Kong, Hong Kong SAR HK 65.00-HK 90.00 1 week ago

Hong Kong, Hong Kong SAR HK 65.00-HK 90.00 1 week ago

Ma On Shan, Hong Kong SAR HK 65.00-HK 90.00 1 week ago

Hong Kong, Hong Kong SAR HK 65.00-HK 90.00 1 week ago

Central, Hong Kong SAR HK 65.00-HK 90.00 1 week ago

Hong Kong, Hong Kong SAR HK 65.00-HK 90.00 1 week ago

Hong Kong, Hong Kong SAR HK 65.00-HK 90.00 1 week ago

Hong Kong, Hong Kong SAR HK 65.00-HK 90.00 1 week ago

Hong Kong, Hong Kong SAR HK 65.00-HK 90.00 1 week ago

Hong Kong, Hong Kong SAR HK 65.00-HK 90.00 1 week ago

Kowloon Bay, Hong Kong SAR HK 65.00-HK 90.00 1 week ago

Hong Kong, Hong Kong SAR HK 65.00-HK 90.00 1 week ago

Islands District, Hong Kong SAR 2 weeks ago

Wa Shing Tsuen, Hong Kong SAR HK 65.00-HK 90.00 1 week ago

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

Hong Kong, Hong Kong SAR HK 65.00-HK 90.00 1 week ago

Hong Kong, Hong Kong SAR HK 65.00-HK 90.00 1 week ago

Mong Kok, Hong Kong SAR HK 65.00-HK 90.00 1 week ago

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 Relationship Manager, Private Wealth role at Bank of China (Hong Kong)

5 days ago Be among the first 25 applicants

Join to apply for the Relationship Manager, Private Wealth role at Bank of China (Hong Kong)

Direct message the job poster from Bank of China (Hong Kong)

• Champion the one-stop personal banking services at branches
• Explore and develop long-term banking relationships with customers
• Identify existing and prospective customers' needs of financial services, including both products & services
• Appropriately map and provide relevant and suitable financial products & services to meet existing and prospective customers' needs, including but not limited to the provision of investment, insurance and other banking products
• Influence and facilitate working-partners to refer and cross-offer potential business opportunities for sustainable business growth
• Work closely with Branch Managers, District Managers, Investment Counselors, Wealth Coaches and other key stakeholders in building healthy sales pipelines to ensure key performance indicators are being met
• Ensure compliance requirements are strictly observed and followed, contribute as part of the Bank's bigger anti-money laundry (AML) team
• Educate and train juniors, if needed
• Coordinate in-branch and off-site marketing and promotion activities, if needed
  
  

• Champion the one-stop personal banking services at branches
• Explore and develop long-term banking relationships with customers
• Identify existing and prospective customers' needs of financial services, including both products & services
• Appropriately map and provide relevant and suitable financial products & services to meet existing and prospective customers' needs, including but not limited to the provision of investment, insurance and other banking products
• Influence and facilitate working-partners to refer and cross-offer potential business opportunities for sustainable business growth
• Work closely with Branch Managers, District Managers, Investment Counselors, Wealth Coaches and other key stakeholders in building healthy sales pipelines to ensure key performance indicators are being met
• Ensure compliance requirements are strictly observed and followed, contribute as part of the Bank's bigger anti-money laundry (AML) team
• Educate and train juniors, if needed
• Coordinate in-branch and off-site marketing and promotion activities, if needed
  
  

• University degree or equivalent, with qualifications in IIQE, HKSI & MPF, CFP CM will be preferred
• Holders of CB Professional Qualifications and/or Awards will be preferred
• Experiences and proven track record in managing and growing an assigned customer portfolio will be a definite advantage
• Sound knowledge and at least 2 years' solid experiences in retail banking products & services, including but not limited to full-fledged investment and insurance products, knowledge and experiences in corporate banking products & services a definite advantage
• Ability to influence various key stakeholders in referring and cross-offering potential business opportunities for sustainable business growth
• Highly agile in learning, adapting to ever-changing business environment, and with strong ability to cope with fast, dynamic pace
• Highly sensitive to customers' needs, able to provide quality services in exploring and consolidating long term banking relationships among personal and corporate customers
• Proactive, mature, independent, customer-focused, and pleasant
• Good command of both verbal and written English and Chinese, Putonghua a definite plus
  
  

• Seniority level Not Applicable

• Employment type Full-time

• Job function Finance and Sales
• Industries Hospitals and Health Care, Non-profit Organizations, and Government Administration

Referrals increase your chances of interviewing at Bank of China (Hong Kong) by 2x

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

Central & Western District, Hong Kong SAR 1 week ago

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 Relationship Manager, Private Wealth role at Bank of China (Hong Kong)

5 days ago Be among the first 25 applicants

Join to apply for the Relationship Manager, Private Wealth role at Bank of China (Hong Kong)

Direct message the job poster from Bank of China (Hong Kong)

• Champion the one-stop personal banking services at branches
• Explore and develop long-term banking relationships with customers
• Identify existing and prospective customers' needs of financial services, including both products & services
• Appropriately map and provide relevant and suitable financial products & services to meet existing and prospective customers' needs, including but not limited to the provision of investment, insurance and other banking products
• Influence and facilitate working-partners to refer and cross-offer potential business opportunities for sustainable business growth
• Work closely with Branch Managers, District Managers, Investment Counselors, Wealth Coaches and other key stakeholders in building healthy sales pipelines to ensure key performance indicators are being met
• Ensure compliance requirements are strictly observed and followed, contribute as part of the Bank's bigger anti-money laundry (AML) team
• Educate and train juniors, if needed
• Coordinate in-branch and off-site marketing and promotion activities, if needed
  

• Champion the one-stop personal banking services at branches
• Explore and develop long-term banking relationships with customers
• Identify existing and prospective customers' needs of financial services, including both products & services
• Appropriately map and provide relevant and suitable financial products & services to meet existing and prospective customers' needs, including but not limited to the provision of investment, insurance and other banking products
• Influence and facilitate working-partners to refer and cross-offer potential business opportunities for sustainable business growth
• Work closely with Branch Managers, District Managers, Investment Counselors, Wealth Coaches and other key stakeholders in building healthy sales pipelines to ensure key performance indicators are being met
• Ensure compliance requirements are strictly observed and followed, contribute as part of the Bank's bigger anti-money laundry (AML) team
• Educate and train juniors, if needed
• Coordinate in-branch and off-site marketing and promotion activities, if needed
  

• University degree or equivalent, with qualifications in IIQE, HKSI & MPF, CFP CM will be preferred
• Holders of CB Professional Qualifications and/or Awards will be preferred
• Experiences and proven track record in managing and growing an assigned customer portfolio will be a definite advantage
• Sound knowledge and at least 2 years' solid experiences in retail banking products & services, including but not limited to full-fledged investment and insurance products, knowledge and experiences in corporate banking products & services a definite advantage
• Ability to influence various key stakeholders in referring and cross-offering potential business opportunities for sustainable business growth
• Highly agile in learning, adapting to ever-changing business environment, and with strong ability to cope with fast, dynamic pace
• Highly sensitive to customers' needs, able to provide quality services in exploring and consolidating long term banking relationships among personal and corporate customers
• Proactive, mature, independent, customer-focused, and pleasant
• Good command of both verbal and written English and Chinese, Putonghua a definite plus
  

• Seniority level Not Applicable

• Employment type Full-time

• Job function Finance and Sales
• Industries Hospitals and Health Care, Non-profit Organizations, and Government Administration

Referrals increase your chances of interviewing at Bank of China (Hong Kong) by 2x

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

Central & Western District, Hong Kong SAR 1 week ago

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

1 day ago Be among the first 25 applicants

Direct message the job poster from SingWealth Holdings Pte Ltd

We are seeking seasoned ex-bankers, insurance professionals, and high-performing sales experts with a proven track record to join our dynamic team at PFPFA HK Limited (a subsidiary of SingWealth Holdings) as Private Wealth Directors.

Responsibilities

• Develop and maintain strong relationships with clients.
• Provide tailored advice on wealth management, investment strategies, and financial planning.
• Drive business growth through strategic client acquisition and targeted sales initiatives.
• Stay current with market trends and regulatory updates to deliver relevant and informed advice.
• Recommend suitable insurance solutions by assessing clients’ needs and preparing customized proposals.
• Manage the full end-to-end insurance application process, ensuring all requirements are met for policy issuance.
• Oversee post-sale servicing, including premium collection, claims follow-up, and client support.
• Demonstrate discipline, self-motivation, and a collaborative mindset; capable of working independently and in a team.

Qualifications

• IIQAS Certifications I, II, III, and V are required.
• At least 2 years of experience in banking, insurance, or financial advisory.
• Strong knowledge of wealth management products, including investments, insurance, and estate planning.

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales

Referrals increase your chances of interviewing at SingWealth Holdings Pte Ltd by 2x

Wan Chai District, Hong Kong SAR 1 week ago

Hong Kong, Hong Kong SAR HK$20,000.00-HK 160,000.00 2 weeks ago

Wan Chai District, Hong Kong SAR 3 weeks ago

Hong Kong, Hong Kong SAR HK 100,000.00-HK 150,000.00 2 days ago

Hong Kong, Hong Kong SAR HK$120 000.00-HK 130,000.00 3 days ago

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

1 day ago Be among the first 25 applicants

Direct message the job poster from SingWealth Holdings Pte Ltd

We are seeking seasoned ex-bankers, insurance professionals, and high-performing sales experts with a proven track record to join our dynamic team at PFPFA HK Limited (a subsidiary of SingWealth Holdings) as Private Wealth Directors.

Responsibilities

• Develop and maintain strong relationships with clients.
• Provide tailored advice on wealth management, investment strategies, and financial planning.
• Drive business growth through strategic client acquisition and targeted sales initiatives.
• Stay current with market trends and regulatory updates to deliver relevant and informed advice.
• Recommend suitable insurance solutions by assessing clients’ needs and preparing customized proposals.
• Manage the full end-to-end insurance application process, ensuring all requirements are met for policy issuance.
• Oversee post-sale servicing, including premium collection, claims follow-up, and client support.
• Demonstrate discipline, self-motivation, and a collaborative mindset; capable of working independently and in a team.

Qualifications

• IIQAS Certifications I, II, III, and V are required.
• At least 2 years of experience in banking, insurance, or financial advisory.
• Strong knowledge of wealth management products, including investments, insurance, and estate planning.

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales

Referrals increase your chances of interviewing at SingWealth Holdings Pte Ltd by 2x

Wan Chai District, Hong Kong SAR 1 week ago

Hong Kong, Hong Kong SAR HK$20,000.00-HK 160,000.00 2 weeks ago

Wan Chai District, Hong Kong SAR 3 weeks ago

Hong Kong, Hong Kong SAR HK 100,000.00-HK 150,000.00 2 days ago

Hong Kong, Hong Kong SAR HK$120 000.00-HK 130,000.00 3 days ago

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 Asset & Wealth Management, Private Wealth Management, Administrative Assistant, Hong Kong role at Goldman Sachs

Continue with Google Continue with Google

Join to apply for the Asset & Wealth Management, Private Wealth Management, Administrative Assistant, Hong Kong role at Goldman Sachs

Wealth Management

Goldman Sachs Wealth Management specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. Wealth Management teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

Job Description

Wealth Management

Goldman Sachs Wealth Management specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. Wealth Management teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

Responsibilities

• Support stakeholder diary management, including the management of complex calendars across multiple time zones
• Arrange stakeholder travel; organize and provide detailed travel schedules and process related expenses in a timely manner. Be the main contact for expense questions
• Stakeholders are ~25 professionals ranging from Vice Presidents and Managing Directors
• Coordination of internal and external meetings and all logistics, including booking of conference rooms, guest registration, ensuring materials are organized
• General team admin including phone answering and relaying messages, photocopying/scanning/printing, participation in ad-hoc projects, and planning team events
• Assist with various marketing and client engagement initiatives
• Adhering to Compliance regulations and gaining the relevant approvals
• Regularly facilitate knowledge sharing within the team and ensure relevant information is disseminated accordingly
• Act as an integral member of the team; maintaining a high level of awareness of current priorities and support required
• Flexibility to support assistant colleagues and cover when necessary
• Help with ad-hoc requests from Wealth Management professionals
  
  

• Prior experience as an assistant – preferably 3-5 years and ideally from a banking, financial services or corporate background
• Highly motivated team player with a positive “can do” attitude
• Excellent interpersonal and communication skills - ability to display a consistent, professional degree of written and verbal communication
• Strong attention to detail
• Maintains a positive attitude and a customer service orientation
• Proactivity with excellent organisational and problem solving skills - ability to take initiative, follow up where necessary without prompting and seek clarification when needed
• Ability to work well under pressure, adapt to unexpected events, prioritize and multi-task in a deadline driven environment
• Has the ability to take on multiple and varied projects
• Demonstrates high degree of integrity and recognises the need for confidentiality
• Comfortable working with people at all levels across the organisation
• Strong proficiency in MS Word, Excel, PowerPoint and Outlook
  
  

Referrals increase your chances of interviewing at Goldman Sachs by 2x

Get notified about new Asset Specialist jobs in Hong Kong, 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 Asset & Wealth Management, Private Wealth Management, Administrative Assistant, Hong Kong role at Goldman Sachs

Continue with Google Continue with Google

Join to apply for the Asset & Wealth Management, Private Wealth Management, Administrative Assistant, Hong Kong role at Goldman Sachs

Wealth Management
Goldman Sachs Wealth Management specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. Wealth Management teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

Job Description
Wealth Management
Goldman Sachs Wealth Management specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. Wealth Management teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
Responsibilities

• Support stakeholder diary management, including the management of complex calendars across multiple time zones
• Arrange stakeholder travel; organize and provide detailed travel schedules and process related expenses in a timely manner. Be the main contact for expense questions
• Stakeholders are ~25 professionals ranging from Vice Presidents and Managing Directors
• Coordination of internal and external meetings and all logistics, including booking of conference rooms, guest registration, ensuring materials are organized
• General team admin including phone answering and relaying messages, photocopying/scanning/printing, participation in ad-hoc projects, and planning team events
• Assist with various marketing and client engagement initiatives
• Adhering to Compliance regulations and gaining the relevant approvals
• Regularly facilitate knowledge sharing within the team and ensure relevant information is disseminated accordingly
• Act as an integral member of the team; maintaining a high level of awareness of current priorities and support required
• Flexibility to support assistant colleagues and cover when necessary
• Help with ad-hoc requests from Wealth Management professionals
  

• Prior experience as an assistant – preferably 3-5 years and ideally from a banking, financial services or corporate background
• Highly motivated team player with a positive “can do” attitude
• Excellent interpersonal and communication skills - ability to display a consistent, professional degree of written and verbal communication
• Strong attention to detail
• Maintains a positive attitude and a customer service orientation
• Proactivity with excellent organisational and problem solving skills - ability to take initiative, follow up where necessary without prompting and seek clarification when needed
• Ability to work well under pressure, adapt to unexpected events, prioritize and multi-task in a deadline driven environment
• Has the ability to take on multiple and varied projects
• Demonstrates high degree of integrity and recognises the need for confidentiality
• Comfortable working with people at all levels across the organisation
• Strong proficiency in MS Word, Excel, PowerPoint and Outlook
  

Referrals increase your chances of interviewing at Goldman Sachs by 2x

Get notified about new Asset Specialist jobs in Hong Kong, 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.