216 Wealth Management jobs in Hong Kong

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

17 hours ago Be among the first 25 applicants

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

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Job Description

Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Hong Kong
As a Wealth Management Professional, your responsibilities include: -Serve as the liaison for clients regarding inquiries and provides team support -Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship -Drive and complete a number of compliance requirements and control related functions -Assist clients with asset transfers Assist the teams with execution of trades (primarily in FX and Cash deposits) -Handle cash management, foreign exchange transactions, currency hedging and money markets trades -Assist teams in subscribing hedge funds, private equity funds and Asset Management funds -Assist on projects related to platform development and other infrastructure issues -Handle margin related requests and queries; liaise with various operations and technology teams for day to day support -Partner with operations on all account opening / maintenance matters, including various remediation efforts.

Job Description
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Hong Kong
As a Wealth Management Professional, your responsibilities include: -Serve as the liaison for clients regarding inquiries and provides team support -Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship -Drive and complete a number of compliance requirements and control related functions -Assist clients with asset transfers Assist the teams with execution of trades (primarily in FX and Cash deposits) -Handle cash management, foreign exchange transactions, currency hedging and money markets trades -Assist teams in subscribing hedge funds, private equity funds and Asset Management funds -Assist on projects related to platform development and other infrastructure issues -Handle margin related requests and queries; liaise with various operations and technology teams for day to day support -Partner with operations on all account opening / maintenance matters, including various remediation efforts.
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM 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.
As a Wealth Management Professional, Your Responsibilities Include

• Serve as the liaison for clients regarding inquiries and provides team support
• Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship
• Drive and complete a number of compliance requirements and control related functions
• Assist clients with asset transfers
• Handle cash management, foreign exchange transactions, currency hedging and money markets trades
• Assist teams in subscribing hedge funds, private equity funds and Asset Management funds
• Assist on projects related to platform development and other infrastructure issues
• Handle margin related requests and queries; liaise with various operations and technology teams for day to day support
• Partner with operations on all account opening / maintenance matters, including various remediation efforts.
  

• Bachelor degree
• Minimum 5+ years of relevant working experience
• Ability to work in a fast-paced environment within a team-oriented structure
• Ability to work and think clearly under pressure
• Team player
• Excellent analytical, communication, and interpersonal skills
• Strong organizational skills and attention to detail
• Knowledge of Microsoft Office software (Outlook, Excel and Word)
• Cantonese and Mandarin required
• HK SFC paper 1 (must be obtained within first six months of employment)
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales

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Central & Western District, Hong Kong SAR 1 week ago

Shenzhen, Guangdong, China CN¥20,000.00-CN¥30,000.00 1 year ago

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4 days ago Be among the first 25 applicants

Direct message the job poster from Manulife Hong Kong and Macau

Company Description

Manulife Hong Kong and Macau, with over 126 years of trusted service, offers a diverse range of protection and wealth products and services to 2.4 million customers. As the No. 1 Customer Satisfaction insurance brand in Hong Kong, we are committed to being the most digital, customer-centric global company in our industry.

Role Description

This is a full-time role at Manulife Hong Kong and Macau. The role will be responsible for financial planning, retirement planning, investment advice, and consulting services to clients on wealth management strategies.

Qualifications

• University level education, preferably in Finance, Business, Economics or a related discipline

• Minimum 2 years of working experience is preferred

• Financial Planning and Finance skills

• Experience in Retirement Planning and Investments

• Consulting expertise in wealth management

• Strong analytical and numerical abilities

• Excellent communication and interpersonal skills

• Relevant certifications (IIQE, CFA, CFP) are a plus

• Fluent in Cantonese (Mandarin is optional)

• Candidate without wealth management background will also be considered

• Authorised to work in Hong Kong

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Financial Services and Insurance

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Tsim Sha Tsui, Hong Kong SAR 2 months ago

Kwun Tong District, Hong Kong SAR 4 days ago

Hong Kong, Hong Kong SAR HK$60,000.00-HK$75,000.00 1 week ago

Central & Western District, Hong Kong SAR 1 week ago

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4 days ago Be among the first 25 applicants

Direct message the job poster from Manulife Hong Kong and Macau

Company Description

Manulife Hong Kong and Macau, with over 126 years of trusted service, offers a diverse range of protection and wealth products and services to 2.4 million customers. As the No. 1 Customer Satisfaction insurance brand in Hong Kong, we are committed to being the most digital, customer-centric global company in our industry.

Role Description

This is a full-time role at Manulife Hong Kong and Macau. The role will be responsible for financial planning, retirement planning, investment advice, and consulting services to clients on wealth management strategies.

Qualifications

• University level education, preferably in Finance, Business, Economics or a related discipline

• Minimum 2 years of working experience is preferred

• Financial Planning and Finance skills

• Experience in Retirement Planning and Investments

• Consulting expertise in wealth management

• Strong analytical and numerical abilities

• Excellent communication and interpersonal skills

• Relevant certifications (IIQE, CFA, CFP) are a plus

• Fluent in Cantonese (Mandarin is optional)

• Candidate without wealth management background will also be considered

• Authorised to work in Hong Kong

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Financial Services and Insurance

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

Tsim Sha Tsui, Hong Kong SAR 2 months ago

Kwun Tong District, Hong Kong SAR 4 days ago

Hong Kong, Hong Kong SAR HK$60,000.00-HK$75,000.00 1 week ago

Central & Western District, Hong Kong SAR 1 week ago

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Management Trainee

Eligibility:
HKSAR university local/Mainland/international undergraduate and fresh graduates (Bachelor Degree or above)
Good command of English; fluent Cantonese/Mandarin is a plus

Departments and Responsibilities:

• Marketing / Public Relations: Digital marketing, online and offline marketing activities, social media content creation
• Insurance / Finance: Consultation on individual financial planning, retirement plans, tax-deductible plans, premium financing, etc.
• Professional Services: Advice on family trust, admission schemes for talent, professionals and entrepreneurs, university applications for non-local graduates (IANG), etc.
• Corporate Services: Solutions for MPF, group life and health insurance, general insurance, IPO
• Customer Services / Operation Support: Follow-ups on customer inquiries, servicing orphan customers, potential clients, and facilitating project progress
• Mainland China Opportunities: Site visits in the Greater Bay Area, attending talks, seminars, or courses by legal, taxation, and financial professionals

Requirements: Local university students or graduates (Bachelor or above), good English, Cantonese/Mandarin a plus

• Internship

• Full-time

• Finance and Sales

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Join to apply for the Wealth Management Assistant role at Bank Sinopac Ltd.

3 weeks ago Be among the first 25 applicants

1. Provide support for Relationship Manager including order execution, business development, maintaining quality relationships with clients, and handling daily administrative tasks.
2. Collect data and maintain client records properly.
3. Handle the account opening process and assist Relationship Manager with AML, annual reviews, and transaction monitoring.
4. Perform other duties as assigned.

1. University graduate in Financial-related disciplines.
2. Several years of banking experience or RI Qualification is preferred.
3. Experience in CDD, AML, Customer Service, Sales, or SME ARM roles.
4. Qualified HKSI Paper 1, 7, and 8 are preferred.
5. Detail-minded and result-oriented.
6. Ability to work under pressure with strong self-motivation.
7. Proficiency in MS Office.
8. Good command of spoken and written English, Chinese, and Mandarin.

Interested parties should send their application letter and resume with salary expectations to the Human Resources Manager via email, fax, or post as detailed below.

• Email: (email address)
• Fax: 2851-3163
• Post: Human Resources Manager, Bank SinoPac, 18/F, One Peking, 1 Peking Road, Tsim Sha Tsui, Kowloon.

Bank SinoPac is committed to providing equal employment opportunities. Personal data collected will be used solely for recruitment purposes.

4 days ago Be among the first 25 applicants

2025 Wealth Management manager / Internship (Fresh Grad & IANG are Welcomed)

Job Highlights:

• Young team with big ambitions, Excellent career path

Job Description:

• Assist in providing high-quality financial planning and wealth management services to our diverse clients.
• Gain exposure to various aspects of the financial planning process, including investment analysis, portfolio management, and client relationship management
• Participate in training programs and workshops to enhance your industry knowledge and skills
• Collaborate with experienced financial advisors to learn best practices and acquire practical experience
• Contribute to the continuous development and enhancement of our wealth management processes and procedures
• Work alongside colleagues to provide after-sale services and foster strong client relationships

We Are Looking For:

• Recent or prospective university graduates with Bachelor's or Master's degrees
• Majors in finance, economics, risk management, or other relevant business fields preferred
• Strong interest in financial planning and wealth management
• Excellent communication and interpersonal skills
• Analytical and problem-solving abilities
• Local applicants welcomed along with those holding IANG/TTPS/QMAS/dependent visas
• Fluent in oral and written Chinese & and English; Mandarin knowledge is advantageous

We Offer:

• Comprehensive training and mentorship program
• Opportunities for career advancement and specialization
• Competitive salary and performance-based bonuses
• Flexible work arrangements and work-life balance initiatives
• Health and wellness programs to support your well-being
• IIQE Papers licensing training, with full fee coverage

Our Team:

• Challenge District is a top-performing district under AIA, established by Mr. Terence Yee in 1994
• High proportion of success, including consistent achievement of highest number and highest percentage Million Dollar Round Table (MDRT) status
• Young and energetic working environment that nurtures team members to become future entrepreneurs
• Experienced managers provide high-quality teaching to develop critical skills needed in the fast-paced financial and insurance landscape
• Offers weekly insights on exciting business opportunities in Hong Kong and Mainland China for professional growth

• Seniority level Internship

• Employment type Full-time

• Job function Finance and Sales
• Industries Insurance

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

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1 day ago Be among the first 25 applicants

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2025 Wealth Management manager / Internship (Fresh Grad & IANG are Welcomed)

Job Highlights:

• Young team with big ambitions, Excellent career path

Job Description:

• Assist in providing high-quality financial planning and wealth management services to our diverse clients.
• Gain exposure to various aspects of the financial planning process, including investment analysis, portfolio management, and client relationship management
• Participate in training programs and workshops to enhance your industry knowledge and skills
• Collaborate with experienced financial advisors to learn best practices and acquire practical experience
• Contribute to the continuous development and enhancement of our wealth management processes and procedures
• Work alongside colleagues to provide after-sale services and foster strong client relationships

We Are Looking For:

• Recent or prospective university graduates with Bachelor's or Master's degrees
• Majors in finance, economics, risk management, or other relevant business fields preferred
• Strong interest in financial planning and wealth management
• Excellent communication and interpersonal skills
• Analytical and problem-solving abilities
• Local applicants welcomed along with those holding IANG/TTPS/QMAS/dependent visas
• Fluent in oral and written Chinese & and English; Mandarin knowledge is advantageous

We Offer:

• Comprehensive training and mentorship program
• Opportunities for career advancement and specialization
• Competitive salary and performance-based bonuses
• Flexible work arrangements and work-life balance initiatives
• Health and wellness programs to support your well-being
• IIQE Papers licensing training, with full fee coverage

Our Team:

• Challenge District is a top-performing district under AIA, established by Mr. Terence Yee in 1994
• High proportion of success, including consistent achievement of highest number and highest percentage Million Dollar Round Table (MDRT) status
• Young and energetic working environment that nurtures team members to become future entrepreneurs
• Experienced managers provide high-quality teaching to develop critical skills needed in the fast-paced financial and insurance landscape
• Offers weekly insights on exciting business opportunities in Hong Kong and Mainland China for professional growth

• Seniority level Internship

• Employment type Full-time

• Job function Finance and Sales
• Industries Insurance

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

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

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2 days ago Be among the first 25 applicants

Direct message the job poster from AIA Hong Kong and Macau

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.

Our Culture

• Diversity of Culture
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.

• Synergy
Coaching and mentoring for new team members enable you a rapid self-enrichment. No matter what background you came from, we will transform your current skills to become highly competitive in the business world and achieve different milestones throughout not only your career but open up new vistas for eye-opening experiences.

• Create Personal Brand
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.

Why Work Here?

• 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.

Job Descriptions:

• 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

What We Offer:

Monthly Allowance + attractive commission and performance bonus (MDRT Annual income is over HK$500,000+)
• Overseas trips & conventions (2024-2025 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

Requirement:

• 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 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

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Insurance

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Direct message the job poster from PFCC Group

A reputable investment company is seeking a motivated professional to join as either an Associate Client Advisor or Business Development Manager. This role focuses on client acquisition, relationship management, and driving growth for the firm’s investment solutions.

Responsibilities

Business Development & Client Acquisition

• Proactively identify and engage HNWIs, family offices, and institutional investors.
• Develop and execute targeted sales strategies for the firm’s investment products.
• Represent the firm at industry events and client meetings.

Client Relationship Management

• Serve as a trusted advisor, providing portfolio reviews and investment solutions.
• Align client objectives with the firm’s strategies (e.g., ESG, fixed income).
• Monitor portfolios and recommend adjustments based on market trends.
• Maintain a structured Salesforce pipeline with activity tracking.
• Prepare tailored presentations and RFPs with marketing teams.
• Oversee client onboarding (KYC/AML) and ensure compliance.
• Analyze competitor offerings and investor sentiment.
• Provide feedback on client demand for new products.

Requirements

• Relevant experience in asset management, private banking, or advisory.
• Keen interest in client relationship and business development.
• Willing to build / having a strong network among HNWIs/institutional clients.
• Excellent communication and presentation skills.
• Proactive, compliance-aware, and tech-savvy (Salesforce, MS Office).

• Seniority level Associate

• Employment type Full-time

• Job function Sales and Finance
• Industries Investment Management

Referrals increase your chances of interviewing at PFCC Group by 2x

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

Central & Western District, Hong Kong SAR 1 week ago

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