197 Wealth Management jobs in Hong Kong

Join to apply for the Asset & Wealth Management, Private Wealth Management, Portfolio Management Group, Vice President role at Goldman Sachs

OUR IMPACT Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth individuals, family offices, as well as foundations and endowments.

PWM Asia is seeking a Vice President in the Portfolio Management Group (PMG) team in Hong Kong. The person filling this position would present multi-asset class solutions to existing and prospective clients and their advisors across Asia. It is a position in a fast-paced environment where portfolio management expertise, quantitative analysis and strong communication skills are essential to thrive and grow the business.

The Portfolio Management Group (PMG) is a multi-asset class investing group that sits within the Private Wealth Management Division at Goldman Sachs. PMG specializes in the discretionary management of portfolios across traditional and alternative asset classes and provides outsourced CIO services to private clients as well as select institutions.

The team leverages and combines the independent strategic and tactical asset allocation framework of the Investment Strategy Group (ISG) of Private Wealth Management, a rigorous investment process and an open-architecture investment platform, to construct customized risk-focused portfolios.

• Participate in client and prospective client meetings with PWAs to articulate ISG strategic and tactical investment views, investment process, and portfolio implementation
• Recommend implementation of diversified portfolios for specific clients and prospects that conform to ISG recommendations and client objectives and constraints
• Address specific portfolio construction/implementation questions regarding asset allocation, product positioning, performance and attribution directly or using other wealth solution teams as necessary
• Develop materials including asset allocation proposals and competitive analyses on various products, leveraging external and internal resources
• Assist in multi-asset portfolio management, including portfolio construction, investment manager/vehicle selection, portfolio analytics, performance attribution, and rebalancing
• Contribute to retaining existing business and developing new businesses across Asia
• Work with other areas of ISG and the broader firm, including GSAM, Legal, Compliance and Technology teams

• Minimum of 7 years of multi-asset investment-related experience. Experience in portfolio construction and portfolio management is preferred.
• Advanced experience in fundamental investment concepts, with the analytical flexibility to evaluate strategies within a broad range of asset/sub-asset classes.
• Exercise good judgment and risk management.
• Excellent attention to detail.
• Client experience is required. Good communication skills, both spoken and written. Proficiency in English and Mandarin Chinese is a must.
• A self-starter with the ability to work efficiently with others. Can multi-task effectively in a fast-paced and team-oriented environment
• Proficiency with Bloomberg, Refinitiv/Datastream, Morningstar Direct, or similar systems

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:

The Goldman Sachs Group, Inc., 2023. All rights reserved.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

• Mid-Senior level

• Full-time

• Finance and Sales

Talent Lead | Employer Branding | Recruitment Marketing | Strategic Hiring

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

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

Overview

2 days ago Be among the first 25 applicants. Direct message the job poster from AIA Hong Kong and Macau.

Strategic Leader | Energetic University Team | District Director | Wealth Management

We connect people together from all walks of life, i-bankers, doctors, lawyers, artists, engineers, IT professions, pilots, start-up entrepreneurs, managerial professionals. If you love working with people, building connections and having strong desire in both career and personal growth, why not making it as your own career?

ONE is a group of experts who specialize in wealth management and global top fund investment trust service and retirement planning, etc. We provide seamless wealth management services to clients.

• Diversity of Culture
• Synergy
• Create Personal Brand

Our colleagues are from diverse backgrounds including worldwide elite and local KOL, such as Stanford University, Top 100 Hong Kong Foodie. We supporting each other at all times shapes our core values.

We invest in our people at the beginning stage of your career, helping you to build your personal brand. We encourage individual growth and we believe your personal qualities can be showcased, leading you to career success and unlocking your own potential.

• We empower you to take ownership of your career and treat you as an entrepreneur. You are fully in charge of how your business involves, while our experience managers support and coach you through on-the-job experience and formal training.
• We concentrate on financial advisory and specialize in private client services: asset allocation, wealth succession, private trust, investment, and retirement planning to high-net-worth individuals, their families.
• We are the few teams who provide digital working platform to facilitate colleagues' self-improvement and career opportunities.

• Provide comprehensive wealth management advice to High-Net-Worth individuals and corporate clients
• Design tailor-made financial plans for individuals, to build portfolios while maximizing their interest through a range of investment vehicles
• Develop and expand existing network through customer relationship management
• Lead team and implement strategic planning for team management

• Monthly Allowance + attractive commission and performance bonus (MDRT Annual income is over HK$500,000+)
• Overseas trips & conventions destinations: Boston, New Zealand, Japan, Dubai, Taiwan etc)
• Well-developed One-year fast track program for new graduate or junior to Senior Manager /Assistant Unit Manager
• Comprehensive in-depth training with personal coaching
• Well-structured development program to help you become a member of Million Dollar Round Table
• Professional designations training e.g. MDRT, CFP, CFA, RFP, RFC

• University degree holder or equivalent (Welcome IANG visa and dependent visa holder)
• Final year students or recent graduates with a bachelor's degree are welcome, preferably in finance, economics, accounting, actuarial science, insurance or business administration and possessing the following qualities:
• Genuine passion to pursue a career in the insurance sector
• A team player with leadership potential
• Strong analytical and communication skills and self-motivated
• Excellent command of written and spoken English and Chinese (preferably including Putonghua)
• Hong Kong Permanent resident/ HKID Holders valid work permits (IANG & dependent visa) in Hong Kong only
• Fresh graduates / candidates with less experiences are welcome to join the trainee program

• Mid-Senior level

• Full-time

• Finance and Sales

• Insurance

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

• Wealth Management - Institutional Wealth Advisor
• Senior / Relationship Manager (GBA Corporate Banking / Institutional Banking)
• Investment Services Expert - Fully Remote

Southern District, Hong Kong SAR $0 - 150 4 hours ago

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3 days ago Be among the first 25 applicants

AIA Hong Kong & Macau is committed to making a positive difference in people's lives by helping them live longer, healthier, and better. Leveraging insights gained from serving customers over generations, AIA upholds the highest standards in all aspects of its business. As part of AIA Group Limited, the largest independent publicly listed pan-Asian life insurance group, AIA Hong Kong & Macau has a significant presence across 18 markets in the Asia-Pacific region. AIA offers a range of products and services, including life insurance, accident and health insurance, and savings plans, serving over 30 million individual policyholders and 16 million group insurance members.

Role Description

This is a full-time, on-site role for a Wealth Management Advisor located in Hong Kong SAR. The Wealth Management Advisor will be responsible for providing financial planning, retirement planning, and investment services. This role includes identifying client's financial goals, recommending appropriate financial products, and managing client portfolios to help them achieve their financial objectives.

Qualifications

• Excellent Finance knowledge
• Strong analytical and problem-solving abilities
• Ability to work independently and as part of a team
• Excellent communication and interpersonal skills

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Insurance

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Offer:

• 25k up income per month
• Free company trips 2 times per year
• Flexible Working Hours

Job Responsibilities:

• Provide financial planning advices including MPF, Investment and Health Protection for individual clients.
• Provide follow-up service and update to clients regularly.
• Participated in on-job training and further personal development.

Job Requirement:

• University graduates. Fresh graduates and IANG will first consider, also other qualification are welcome.
• Fluent in Cantonese, Intermediate in English or Mandarin.
• Basic communication skills.

• Entry level

• Full-time

• Finance and Sales

Referrals increase your chances of interviewing at Manulife Hong Kong and Macau by 2x

This listing includes multiple Wealth Management roles in Hong Kong. The following open positions are listed:

• Wealth Management - Institutional Wealth Advisor
• Wealth Management - Investment Professional for China Market (Based in Hong Kong)
• Wealth Management - OTC Desk Middle Office
• Wealth Management - Hybrid Professional for China Market (Based in Hong Kong)
• 2025 Wealth Management Trainee Program (Fresh Grad & IANG are Welcomed)
• Asset & Wealth Management, Private Wealth Management, Family Office Wealth Strategist. Vice President, Hong Kong
• Wealth Management - Hybrid Professional for China Market (Based in Hong Kong)
• 2026 APAC Long Internship (Jan - Jun) – Wealth Management – Hong Kong
• Treasures Elite Program, Consumer Banking & Wealth Management
• Wealth Management (Relationship Management), Executive Officer
• (Graduate Program) Wealth Management Trainee / Financial Consultant
• 2025 Wealth Management Internship Program (IANG are Welcomed)
• Wealth Management - Client Onboarding Specialist
• 2026 Graduate Talent Program – Global Wealth Management – Hong Kong
• Graduate Program- Wealth Management (HK and China Market)
• Wealth Management Internship/Trainee Program (Fresh Grads welcome)

Overview

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.

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.

• 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

• 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

• Entry level

• Full-time

• Finance and Sales

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Overview

Seeds Financial Group is in partnership with one of the world’s largest financial groups, providing advisory services using a wide range of risk management, strategy and asset allocation plans, enabling our clients to achieve their financial goals and future needs. With wealth management continuing to be a fast-growing industry in Hong Kong and China, we are looking for an ambitious individual to be part of our dynamic team.

• Develop and implement customised financial and investment strategies for HK and Mainland exclusive clients.
• Monitor and manage client portfolios, regularly assessing and adjusting investment allocations to meet financial goals.
• Maintain close communication with existing clients, understanding their needs, and providing expert guidance.
• Stay informed about market trends and economic indicators, offering forward-looking investment insights and risk management strategies.

• Local and overseas conventions.
• Fast-tracked career progressions
• Ongoing professional development and training opportunities.
• Flexibility to help you enjoy a work-life balance.
• Attractive package, performance-based bonus and commission.

• A degree holder.
• Fluent in reading and writing Cantonese and Mandarin. (English is a plus)
• Looking for a challenging career.
• Have great interpersonal skills.
• Have a great understanding of financial markets.
• A valid working visa.
• Passionate about life and building a brighter future.

HK$30,000 - 50,000 /month based on working experience + Commission + Bonus. IANG are welcome. Great Opportunity for you to stay and work in Hong Kong.

• Candidates transitioning and seeking a career change from a different industry are welcome. Applicants with less experience will be considered for manager/ executive positions.

• Entry level

• Full-time

• Finance and Sales