572 Wealth Management jobs in Hong Kong

Job Description

1.支持交易台各类资产如股、债、结构化票据、场外衍生品等的簿记、对账、结算工作;

Support the booking, reconciliation, and settlement of various assets on the trading desk, including equities, bonds, structured notes, and OTC derivatives.

2.支持交易员执行交易前检查,包括投资者评级、产品评级、投资者适当性、产品匹配性等;

Assist traders in pre-trade checks, including investor ratings, product ratings, investor suitability, and product compatibility.

3.向销售和客户解答各种产品簿记和结算上的问题和疑难;

Address inquiries and resolve issues related to product booking and settlement for sales teams and clients.

4.协助标准化内部交易流程,制定各种交易手册,对销售场外衍生品业务的定期培训,提升销售对交易流程的熟悉程度;

Help standardize internal trading processes, develop trading manuals, and conduct regular training sessions for sales teams on OTC derivatives to enhance their familiarity with trading procedures.

5.与其他业务团队紧密合作,提升交易台数字化建设以及公司主导的其他项目需求;

Collaborate closely with other business teams to advance the digitalization of the trading desk and support company-led initiatives.

6.完成交易团队负责人交办的相关工作。

Perform other duties as assigned by the trading team leader.

Skills and Abilities

1.诚信正直、低调谦逊、艰苦奋斗,具备良好的道德品质;

Has outstanding integrity, honesty, humility, perseverance as well as remarkable ethical behavior.

2.本科及以上金融、经济、数学相关专业毕业;

Bachelor's degree or above majoring in Finance, Economics, Mathematics, or other related fields.

3.1-3年衍生品交易相关的从业经验;

1-3 years of relevant work experience in derivatives trading.

4.熟悉掌握境外二级市场相关交易规则和知识;

Solid understanding of overseas secondary market trading rules and knowledge.

5.具备相关衍生品产品结构、法律框架、交易、簿记、结算流程的相关知识;

Familiarity with derivative product structures, legal frameworks, trading, booking, and settlement processes.

6.有较强的英语听说读写译能力以及语言表达能力、文字处理能力;

Strong English proficiency in listening, speaking, reading, writing, and translation, along with excellent verbal and written communication skills.

7.有良好的沟通能力和团队精神;

Strong interpersonal skills and teamwork spirit.

8.优先考虑具有香港证券从业1、4、9号牌相关资格或符合挂牌要求人员。

Preference for candidates holding HK SFC Type 1/4/9 licenses or license-qualified individuals.

Disclaimer:

CICC is committed to fostering an environment of equity and diversity. We recognize the importance of fair treatment in all aspects of our business, from recruitment and hiring to professional development and advancement.

CICC aims to build an inclusive workplace that values the diverse backgrounds, ideas, and cultures of our employees. We strive to create an environment where every employee feels heard, supported, and empowered to contribute to the company's growth and success. By leveraging our collective strengths, we aim to drive innovation and achieve excellence in the industry.

It is CICC's responsibility to provide equal employment opportunities to all prospective employees, regardless of race, ethnicity, gender, age, disability, or any other characteristics protected by law.

The preceding job description has been designed to indicate the general nature and level of the work to be performed by employees within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

Job Responsibilities:

• Serve as Executive Officer (EO) overseeing SFC Type 9 licensed activities
• Lead portfolio management and investment strategy execution for discretionary mandates, including formulating strategies, asset allocation, and monitoring performance
• Develop investment decision-making, risk control, KYC/AML, and back-office processes for trade execution, portfolio management, and compliance
• Conduct in-depth investment research on markets, analyze macro and micro economic trends, industry data, and market indicators, and produce detailed investment research and analysis reports
• Utilize the research data and form different investment strategies for model portfolios and asset allocation decisions
• Oversee implementation of model portfolios, ensuring portfolio risk management, trade execution, and performance are in compliance with internal procedures and regulations
• Monitor and analyze portfolio performance, identifying potential risks and opportunities
• Propose and implement portfolio management initiatives while maintaining robust internal controls for reporting, compliance, and risk mitigation efforts
• Report directly to senior management, escalating critical compliance and risk-related issues when necessary
• Maintain effective communication with regulatory bodies
• Conduct regular training for staff on market updates and portfolio managements

Job Requirements:

• Minimum 3 years of asset management experience within the last 6 years
• At least 2 years of managerial experience
• Existing Type 9 license holder preferred, currently serving as a Executive Officer (EO) or Responsible Officer (RO) is advantageous
• Prior portfolio management and discretionary service experience required if not a regulated individual
• Preferably from a bank, securities firm, asset management firm, or fund house
• Have a profound understanding of financial markets, investment strategies, and regulatory requirements
• Proficient in financial modeling and data analysis tools (e.g., Excel, Bloomberg)
• Strong leadership and analytical abilities
• Ability to work independently and collaborate in a team within a fast-paced environment
• Proficient in English, Cantonese and Mandarin

We are actively looking for exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses, and functions to provide you with the opportunity to take your career to the next level.

As an Associate in the Client Service Team, you will be the primary contact for all service-related needs of Private Bank Clients. You work in a team and are responsible to provide support to Bankers and Investors by working with various product partners and operations to deliver a seamless and integrated experience to clients across all Private Bank products.

Job responsibilities

• Act as primary contact with external clients and Integrated team for day-to-day account administration and servicing
• Provide proactive personalized service on transaction processing such as deposits, loans, asset transfers, execution of cash products, cash flow management, corporate action, servicing inquiries and investigation handling etc
• Assist Clients in all account maintenance related requests such as change of contact details, company and account structure update, KYC update and ensures all necessary documentation is processed in accordance with Bank's standards
• Outreach proactively to client for digital adoption
• Assist Bankers in execution of credit facility, facilitates ad-hoc client requests, trouble shooting, and help drives any remediation or campaign that is required from Bank

Required qualifications, capabilities, and skills

• Bachelor's degree in any discipline
• 6 years of Client Service / Relationship Management experience from Private Bank or Retail Banking
• Basic working knowledge of Private Banking products including relevant operational processes on cash management, KYC document review, corporate action and banking products etc
• High sensitivity to Banking Control Standards particularly those related to money transfers, securities transfer, credit, and any other transactional services
• Good interpersonal skills on servicing and ability to maintain and deepen relationships
• Good oral and written communication skills in English, Cantonese and Mandarin, the role is required to support Chinese or English spoken clients in China and Hong Kong
• Capable of interacting with clients directly and able to resolve client inquiries and trouble shoot problems independently
• Knowledge of all relevant systems and software packages including Outlook, Excel, Adobe Acrobat, and other information sources
• HKMA type 1, 4, 9 certified are essential for performing the duties associated with this role and ensuring compliance with regulatory standards or fulfill the license requirement within 4 months upon employment

Preferred qualifications, capabilities, and skills

• Knowledge of all relevant systems and software packages including e-mail, Excel, Adobe Acrobat and other information sources
• Fast paced, good teamwork, adaptable, multi-tasking and able to work in a demanding and unpredictable environment
• Detail-oriented, think out of box and result-oriented

Background of CHALLENGE FAMILY

"Elite team, execution details" is the core operating philosophy of the CHALLENGE Family, the top agency team of AIA Hong Kong. This is also the persistence and belief of Mr. Terence Yee, the founder of the CHALLENGE Family and the regional executive director who has served AIA Hong Kong for nearly 40 years. With this persistence, it has laid a solid foundation for the family's long-term and sustainable success. In the past 15 years, the CHALLENGE Family has won the first place in the Super Outstanding District (SGDOY) four times with the efforts of three generations. Such achievements, in addition to excellent talent selection, comprehensive and effective operating systems, and a complete professional training system, also require a management philosophy that can stand the test of time.

With nearly 40 years of experience, Challenge Family have achieved the top position in the market. The continuous success and the ever-victorious "army" have brought together members of the Million Dollar Round Table (MDRT), which is recognized as the highest international honor in the industry, and created unprecedented success. The "Challenge Family" has produced many elites, with MDRT (Million Dollar Round Table) as the benchmark. All members have high academic qualifications and provide the most professional services. They continue to inherit the fine traditions of the family and continue to create higher glory, making every family member proud to be a member of the "Challenge Family".

Working with the Senior Managers, Interns will acquire knowledge in the field of Wealth Management (composed of Risk Management, Investment Management, Saving Management and Retirement Management) , financial senses, and various investment tools through this internship program.

Key contents covered in the learning-based-internship program:

• Professional knowledge in Wealth Management
• Concepts and insights in financial management
• Legal knowledge
• Legacy Planning & Trust
• Taxation
• Trend and analysis in the development of Guangdong-Hong Kong-Macao Greater Bay Area
• Development of global investment
• Marketing
• Investment learning, investment seminar
• Customer Relationship Management & Segmentation

What we offer:

• A certificate upon completion of the program
• Outstanding Candidates will be awarded scholarship
• Year 3 & 4 interns can be guaranteed a graduate position

Entry Requirements:

• University students in all disciplines
• Fresh Graduates and IANG are welcomed (No working experiences will also be considered)
• HK I.D. card holder or IANG Visa holder or QMAS or TTPS or ASMTP Professional applicators
• Good command of written and spoken Cantonese or Mandarin

Interested parties please send your application with a full resume by clicking Apply Now. Interview(s) will be arranged. All information received will be kept in strict confidence and only used for employment-related purposes. Applicants who are not invited for an interview within 4 weeks may consider their applications unsuccessful.

挑戰家庭的背景

"精英團隊,執行細節"是友邦香港營業團隊CHALLENGE Family (挑戰家族) 的核心營運理念。這也是挑戰家族創辦人,服務於友邦香港接近35週年的區域執行總監余達強先生 (Mr. Terence Yee) 一直以來的堅持和信念。憑藉著這份堅持延續至今,為家族長久及持續的成功打下了堅實的基礎,挑戰家族在過去的10年,憑藉三代人的努力,史無前例地一共四度榮獲超級傑出區域 (SGDOY)第一名的殊榮。這等成就,除了要靠優秀的人才選拔、全面有效的營運系統、以及完善專業的培訓體系,更需要一套經得起時代考驗的管理哲學才得以成功。

以接近40年的歲月,成就市場上的頂尖地位。持續的成功,長勝的「軍隊」,匯聚了達成業界公認最崇高的國際榮譽——百萬圓桌會(MDRT)會員,造就了空前成功。「挑戰家族」精英輩出,以MDRT(百萬圓桌會員)為指標,眾成員擁有高學歷,配合最專業的服務,持續傳承家族的優良傳統,不斷創造更高的榮耀,令每位家族成員,均以身為「挑戰家族」的一份子引以為傲。

透過與高階主管合作,實習生將掌握財富管理(包括風險管理、投資管理、儲蓄管理和退休管理)領域的知識、金融常識以及各種投資工具。

實習計畫涵蓋的主要內容:

• 財富管理專業知識
• 財務管理理念與洞見
• 法律知識
• 遺產規劃與信託
• 稅務
• 粵港澳大灣區發展趨勢與分析
• 全球投資發展
• 行銷
• 投資學習、投資研討會
• 客戶關係管理與客戶細分

我們提供:

• 完成課程後將獲得證書
• 優秀候選人將獲得獎學金
• 三年級和四年級實習生可獲得畢業生職位

入職要求:

• 各科系的大學生(大三大四優先考慮)
• 歡迎應屆畢業生及留學生(無工作經驗)
• 持有香港身份證或留學生留學生簽證(IANG Visa)、優秀管理計劃(QMAS)、技術培訓計劃(TTPS)或助理管理培訓計劃(ASMTP)的專業申請者
• 良好的粵語或國語書寫和口語能力

有意者請點擊「立即申請」提交您的申請,並附上完整的履歷。我們將安排面試。所有收到的資料將嚴格保密,僅用於與招募相關的用途。申請人如在四週內未收到面試通知,則視為申請不成功。

工作類型: 全職, 實習

合約期: 6 個月

薪酬: $15,000.00至$50,000.00(每月)

福利:

• 在職專業培訓
• 晉升機會
• 彈性上班時間

Work Location: 親身到場

Job Responsibilities

• Assist in handling client's inquiries in standard manner and liaise with internal departments to fulfill client's requirements

• Prepare the account opening document and follow the client onboarding procedure

• Assist in updating and maintaining client profiles

• Perform ad hoc tasks assigned from time to time

Job requirements

Skills and Abilities

• Well-organized and detail-oriented

• Good interpersonal and communication skills with a positive attitude

• Proficient in MS Office, especially in Excel

• Strong self-starter and able to work in a fast-paced environment

• Good command of English and Chinese, fluency in Mandarin is a must

• Finance and Economics related majors preferred

Disclaimer:

CICC is committed to fostering an environment of equity and diversity. We recognize the importance of fair treatment in all aspects of our business, from recruitment and hiring to professional development and advancement.

CICC aims to build an inclusive workplace that values the diverse backgrounds, ideas, and cultures of our employees. We strive to create an environment where every employee feels heard, supported, and empowered to contribute to the company's growth and success. By leveraging our collective strengths, we aim to drive innovation and achieve excellence in the industry.

It is CICC's responsibility to provide equal employment opportunities to all prospective employees, regardless of race, ethnicity, gender, age, disability, or any other characteristics protected by law.

The preceding job description has been designed to indicate the general nature and level of the work to be performed by employees within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

We are actively looking for exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients.  If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses, and functions to provide you with the opportunity to take your career to the next level.

As an Associate in the Client Service Team, you will be the primary contact for all service-related needs of Private Bank Clients. You work in a team and are responsible to provide support to Bankers and Investors by working with various product partners and operations to deliver a seamless and integrated experience to clients across all Private Bank products.

Job responsibilities

• Act as primary contact with external clients and Integrated team for day-to-day account administration and servicing
• Provide proactive personalized service on transaction processing such as deposits, loans, asset transfers, execution of cash products, cash flow management, corporate action, servicing inquiries and investigation handling etc
• Assist Clients in all account maintenance related requests such as change of contact details, company and account structure update, KYC update and ensures all necessary documentation is processed in accordance with Bank's standards
• Outreach proactively to client for digital adoption
• Assist Bankers in execution of credit facility, facilitates ad-hoc client requests, trouble shooting, and help drives any remediation or campaign that is required from Bank

Required qualifications, capabilities, and skills

• Bachelor's degree in any discipline
• 6 years of Client Service / Relationship Management experience from Private Bank or Retail Banking
• Basic working knowledge of Private Banking products including relevant operational processes on cash management, KYC document review, corporate action and banking products etc
• High sensitivity to Banking Control Standards particularly those related to money transfers, securities transfer, credit, and any other transactional services
• Good interpersonal skills on servicing and ability to maintain and deepen relationships
• Good oral and written communication skills in English, Cantonese and Mandarin, the role is required to support Chinese or English spoken clients in China and Hong Kong
• Capable of interacting with clients directly and able to resolve client inquiries and trouble shoot problems independently
• Knowledge of all relevant systems and software packages including Outlook, Excel, Adobe Acrobat, and other information sources
• HKMA type 1, 4, 9 certified are essential for performing the duties associated with this role and ensuring compliance with regulatory standards or fulfill the license requirement within 4 months upon employment

Preferred qualifications, capabilities, and skills

• Knowledge of all relevant systems and software packages including e-mail, Excel, Adobe Acrobat and other information sources
• Fast paced, good teamwork, adaptable, multi-tasking and able to work in a demanding and unpredictable environment
• Detail-oriented, think out of box and result-oriented

JOB DESCRIPTION

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our integrated and diverse platform, we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and complexities they face in the ever-evolving financial services space.

As an Hybrid Professional in the China Market Team, you will work closely with our Client Advisors to provide support in all facets of daily business routine, whilst maintaining awareness of, and sensitivity to the confidential nature of Private Banking clients.

Job Responsibilities:

• Monitor client accounts and assist with daily account administration (updating account documentation, managing client Periodic Review process)
• Help manage account opening / onboarding process
• Support Client Advisors in Know-Your-Client documentation and processes and Suitability assessments and reporting
• Own the full trading life-cycle, from pre-trade checks, trade execution to booking and post-trade checks, including risk disclosures, product marketing obligations and reporting execution details to Clients.
• Develop an in deep knowledge of all asset classes and products offered by the Private Bank
• Manage documentation (Alternatives, Suitability, Investment Parameters, OTC etc.)
• Act as a primary contact with external clients for day to day account administration, servicing, execution of investment securities and products
• Partner with the Client Service team and any other member of the broader team in the daily management of Accounts and Credit facilities, and any other accounts or activities relating to the overall client relationships.
• Assist advisors in preparation for client meetings, help prepare and provide analysis of investment performance or other client presentations to deliver to clients

Required qualifications, capabilities and skills:

• Bachelor's degree in Finance or Business or equivalent in any discipline
• Minimum 3 years of client service and/or relationship manager support experience in Private Bank, with background in brokerage and/or trading.
• Fluent written and spoken business Mandarin is essential to support Chinese speaking clients.
• Dynamic and independent team player who possesses strong interpersonal and communication skills in delivering exceptional client services, showcasing the ability to proactively engage multiple stakeholders at all levels of seniority to meet strict timelines and operate with strong sense of ownership and urgency. Ability to work both independently and as a team player
• Ability to work under tight market deadlines and accuracy in executing Clients' directed orders are a must.
• Absolute discretion when dealing with confidential matters.
• Strong organisational and prioritisation skills are required alongside effective judgement from risk and escalation perspectives.
• Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
• Ability to multi-task and manage priorities effectively, as well as good judgment and problem-solving skills
• Absolute discretion when dealing with confidential matters
• Appropriate local regulatory qualification

ABOUT US

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Responsibilities:

1. Assist the team to conduct adequate due diligence and risk assessment on clients including KYC, and AML review;

2. Assist to validate work flow and ensure quality of account opening process is within the efficiency standards;

3. Design and implement operational procedures complied with internal guidelines and regulatory requirements;

4. Coordinate and communicate with other departments in terms of daily operational issues;

5. Any other ad-hoc works required .

Requirements:

1. Finance, Economics, Fintech and Computer Science related majors preferred.

2. Good knowledge in Microsoft Office such as Word/Excel/PowerPoint, VBA/Python skill would be a decent plus.

3. Bilingual proficiency in both spoken and written English and Mandarin.

4. Strong passion for different functions in the Wealth Management field.

5. Good team player with adequate inter-personal skills, multitasking skills, and willingness to take on additional responsibilities.

Disclaimer:

CICC is committed to fostering an environment of equity and diversity. We recognize the importance of fair treatment in all aspects of our business, from recruitment and hiring to professional development and advancement.

CICC aims to build an inclusive workplace that values the diverse backgrounds, ideas, and cultures of our employees. We strive to create an environment where every employee feels heard, supported, and empowered to contribute to the company's growth and success. By leveraging our collective strengths, we aim to drive innovation and achieve excellence in the industry.

It is CICC's responsibility to provide equal employment opportunities to all prospective employees, regardless of race, ethnicity, gender, age, disability, or any other characteristics protected by law.

The preceding job description has been designed to indicate the general nature and level of the work to be performed by employees within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

J.P. Morgan Wealth Management is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm. The Alternative Investments Group (AIG) is responsible for the selection and monitoring of alternative asset managers for Global Wealth Management clients.

As an Alternative Investments Specialist - Analyst in AIG, you will work within a global team, focusing on the Asia Pacific Alternative Investments business. You will be part of team which is responsible for communications with asset managers, internal investment specialists, and clients considering the use of an alternative asset manager within an investment program.  Managers include multiple asset classes across hedge funds, private equity funds, private credit funds, and real estate funds.  With over $180 billion of client capital invested across alternatives, the team brings a unique perspective to sourcing and offering alternative investment opportunities. AIG consists of a collaborative cross functional team of professionals including Investment Specialists, Investor Relations, Due Diligence, Structuring and other functional support colleagues located in New York, Los Angeles, Nashville, London, Geneva, Hong Kong, Singapore, and Mumbai.

Job responsibilities

• Support senior team members in daily interactions with the Private Bank's Bankers & Investors (sales force) on all the third party and internally managed Hedge Funds, Private Equity and Real Estate funds on the global Private Bank platform
• Prioritize and responding to sales force and client inquiries via email and phone
• Liaise directly with third party funds to provide detailed information to PB clients
• Attend manager meetings, actively participating in the dialogue with managers, and taking detailed notes
• Create decks and resources with PowerPoint and Excel for internal and client use
• Perform analyses on hedge funds, private equity funds, and real estate funds in portfolio and cash flow contexts
• Coordinate with global alternatives team in the US and EMEA on structuring and due diligence of platform funds
• Provide insight and assistance to the broader team related to trends and investment opportunities in alternative assets
• Provide asset class experience and expertise in client and internal situations
• Monitor investment flows and team metrics
• Other miscellaneous ad-hoc analyses & projects

Required qualifications, capabilities, and skills

• Bachelor's degree from an accredited, high quality institution is required
• Genuine interest in the financial markets
• Understanding of Private Banking investments platform and private client needs
• MS Excel and PowerPoint plus strong quantitative skills a must
• A demonstrated ability to write effectively
• Team player—ability to multitask and assist team in fast paced environment
• Excellent analytical and problem solving skills; high attention to detail
• Composure and poise in high pressure environments

Preferred qualifications, capabilities, and skills

• With alternative investments working background
• Fluent in English, Mandarin and Cantonese