156 Wealth Management jobs in Hong Kong

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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2 days ago Be among the first 25 applicants

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Direct message the job poster from Hiwin Financial Consultant Company

Job Highlights:

• HK$15,000 up to HK$50,000
• Attractive Monthly Commissions, Bonuses, and Allowances
• Support to help you reach MDRT, an international standard honor
• 1 Year Fast-track promotion program to senior manager
• Overseas travels & conventions sponsored by the company
• 5 Year District Director Program for those joining before the end of 2024

Job Descriptions:

• Provide professional financial services to clients
• Offer financial advice and services tailored to client needs
• Identify client financial needs and develop planning strategies
• Update clients with financial knowledge and news
• Deliver Private Wealth Management services
• Participate in leadership training
• Develop team strategies and marketing plans
• Conduct group presentations
• Manage team members and assist in recruitment for team expansion
• Attend training programs to stay updated on financial knowledge and news
• Enhance interpersonal and communication skills

Requirements:

• Bachelor's or Master's degree (fresh graduates and IANG students welcome)
• 1 year experience preferred, including part-time and internship
• Mature, self-motivated, and eager to learn
• Entrepreneurial and sales-oriented
• Excellent interpersonal and communication skills
• Proficiency in Chinese and English; fluency in Mandarin is an advantage

Additional Notes:

Welcome fresh graduates and IANG students.

• Mid-Senior level

• Full-time

• Finance and Sales

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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

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

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This position is responsible for developing business relationship with high-net-worth individuals, their families, family offices and corporates. Understands client needs and requirements, identifies investment opportunities and provides financial advice to clients. The job duties associated with this role may be expected to include but not limited to:

• Developing and maintaining business relationship with target clients, bringing in new clients and new AUM to the firm.

• Providing investment advisory and asset allocation services.

• Provide trading and execution services for clients on equities, fixed income, foreign exchange, futures and options, mutual funds, hedge funds, PE funds and structured products etc.

• Assist clients on wealth planning and preservation through various tools and services.

• Working in a highly dedicated and professional team environment.

Requirements:

Knowledge

• Sufficient knowledge on the Chinese and international capital markets, all major investment instruments and the firm’s products and services.

• Understanding the client’s investment need and orientation.

Skills and Abilities

• Passionate for front line sales roles and interested in financial market.

• Excellent interpersonal skills and team player.

• Highly disciplined and self motivator.

Qualifications

• At least 2 years sales related experience in banking and finance companies, preferably having direct experiences in securities dealing and wealth management roles.

• Bachelor degree in relevant majors, preferably an MBA degree holder.

• SFC license 1 and 4.

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.

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Other
• Industries Investment Banking, Investment Management, and Financial Services

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Wan Chai District, Hong Kong SAR 4 weeks ago

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This position is responsible for developing business relationship with high-net-worth individuals, their families, family offices and corporates. Understands client needs and requirements, identifies investment opportunities and provides financial advice to clients. The job duties associated with this role may be expected to include but not limited to:

• Developing and maintaining business relationship with target clients, bringing in new clients and new AUM to the firm.

• Providing investment advisory and asset allocation services.

• Provide trading and execution services for clients on equities, fixed income, foreign exchange, futures and options, mutual funds, hedge funds, PE funds and structured products etc.

• Assist clients on wealth planning and preservation through various tools and services.

• Working in a highly dedicated and professional team environment.

Requirements:

Knowledge

• Sufficient knowledge on the Chinese and international capital markets, all major investment instruments and the firm’s products and services.

• Understanding the client’s investment need and orientation.

Skills and Abilities

• Passionate for front line sales roles and interested in financial market.

• Excellent interpersonal skills and team player.

• Highly disciplined and self motivator.

Qualifications

• At least 2 years sales related experience in banking and finance companies, preferably having direct experiences in securities dealing and wealth management roles.

• Bachelor degree in relevant majors, preferably an MBA degree holder.

• SFC license 1 and 4.

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.

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Other
• Industries Investment Banking, Investment Management, and Financial Services

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Wan Chai District, Hong Kong SAR 4 weeks ago

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1 day ago Be among the first 25 applicants

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Direct message the job poster from AIA Hong Kong and Macau

Company Description

AIA Hong Kong & Macau is part of the AIA Group Limited, the largest independent pan-Asian life insurance group. With a presence in 18 markets in Asia-Pacific, AIA meets the long-term savings and protection needs of individuals by offering a range of financial products and services. The company is committed to making a positive difference by helping people live longer, healthier, and better lives. AIA's financial planners serve customers with sincerity and help protect their loved ones with insurance policies.

Role Description

This is a full-time hybrid role for a Wealth Management Manager / Associate at AIA Hong Kong. The Wealth Management Manager / Associate will be responsible for financial planning, investment management, and providing financial advice to individual HNW clients. They will also oversee investment portfolios, analyze market trends, and develop investment strategies to meet clients' financial goals. This role is located in Hong Kong SAR, with flexibility for some remote work.

Qualifications

· Financial Planning and Investment Management skills

· Experience in Investments and Finance

· Knowledge of Insurance products and services

· Strong analytical and problem-solving skills

· Excellent communication and interpersonal skills

· Ability to work independently and as part of a team

· Bachelor's degree in Finance, Economics, or related field

· Professional certifications (e.g. CFP, CFA, CWM) are a plus

· One-to-one mentorship program and professional training in the full spectrum of financial knowledge and regulation.

· Monthly allowance with an attractive commission package, year-end bonus, and comprehensive bonus.

· Flexible working hours that promote work-life balance.

· Opportunities for overseas conventions and a travel allowance.

· Assistance in arranging and fully subsidizing pre-employment license examinations upon successful completion.

· Support in applying for an IANG /TTPS /QMAS Visa, if necessary.

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Insurance

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Join to apply for the Product Manager - Wealth Management role at Longbridge HongKong

2 days ago Be among the first 25 applicants

Join to apply for the Product Manager - Wealth Management role at Longbridge HongKong

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Direct message the job poster from Longbridge HongKong

Responsibilities:

• Oversee product onboarding and conduct due diligence on a diverse array of investment products, including bonds, funds, and structured products
• Conduct product review tasks based on regulatory framework to ensure the product complies with all relevant regulatory requirement and meeting market standards
• Assign product risk rating on trade basis to facilitate transaction needs; and maintain the database in a structured approach
• Provide support to sales team in coordinating transaction request to ensure integrity of sales process and compliance with internal policies and regulatory requirements
• Participate in various project in relating to product development and provide input to project team to make sure the outcome complies with internal policies and regulatory needs
• Keep abreast of the regulatory changes, market trend and product development to maintain competitiveness of product platform
• Assist in other ad-hoc duties as assigned

Qualifications:

• Bachelor's degree or above in Business, Finance, Economics or related disciplines
• Professional qualification of CFA/FRM/CPA/Lawyer is preferred but not a must
• Minimum 5 years' of experience in product building is preferred
• Familiar with wealth management or securities trading, experience in designing, developing and managing various financial products or working experience in private banking is preferred
• Strong awareness of data analysis and sensitivity to data, able to integrate business and technology
• Strong logical thinking and communication skills, able to efficiently reach consensus with the team and drive project implementation
• Strong sense of responsibility, good self-management and execution skills, able to maintain passion for work under great pressure
• Strong writing, research, summarization and analysis skills
• Excellent command in both written and spoken English and Chinese (including Cantonese and Mandarin)

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Product Management, Design, and Finance
• Industries Financial Services and Insurance Agencies and Brokerages

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Join to apply for the Dealing Manager, Wealth Management role at CLSA

1 day ago Be among the first 25 applicants

Join to apply for the Dealing Manager, Wealth Management role at CLSA

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Handle client enquiry on execution-related matter such as margin requirements, account balance, margin call and forced selling per agreed company policy and procedures.

Key Areas of Responsibilities

• Responsible for trading system monitoring and day end transactions matching
• Provide daily execution and OTC services for clients
• Support Sales / Sales Traders with accurate and efficient executions
• Execute trade orders in all covered markets
• Deliver the best execution services to the clients

Requirements

• Degree holder in Finance, Business Administration or related discipline
• 3 to 5 years’ stable dealing experience with good understanding of OTC and relevant investment products; US option trading experience is an advantage
• SFC licensed person with Type 1 and 2 regulated activities and familiar with local regulatory and compliance requirements
• Experience in using trading system Winvest, Sharp Point & Algo trading, etc. with knowledge in Excel and Bloomberg is a plus
• IT knowledge and UAT testing experience is an advantage
• Able to work effectively under pressure and a team player
• Independent, creative and aggressive attitude
• Position may require working on shift rotation subject to line manager arrangement
• Good command of written and spoken English, Cantonese and Mandarin.

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance

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Wan Chai District, Hong Kong SAR 3 weeks ago

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Responsible for stock execution. Execute trading instructions on behalf of clients/IC/IA through electronic or written trading systems timely and accurately.

Responsible for communicating with sales team/clients in the early stage of customer transactions, including pre-transaction market analysis, timely feedback of market information during transactions, and putting forward rational operation suggestions.

Responsible for analysis of trading data.

Responsible for tracking changes in various business regulations and coordinating with legal & Compliance department.

Responsible for the coordination to optimize trading related systems.

Responsible for the coordination of middle and back office for new business line.

Responsible for producing/updating trading operation guides, and providing education and training for sales team.

Due diligence and new product launch for bonds/notes products.

Responsible for contacting the middle office for smooth delivery after transaction.

Able to support each other within the group; willing to work shifts.

Able to support other transaction/internal control and other related work or other work assigned by supervisors.

Skills and Abilities

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

Undergraduate degree or above from universities, majoring in Finance, Economics, IT or related discipline.

Highly self-disciplined and attention to details.

Having sound programming skills is a plus, but not a hard requirement.

Good team worker in an efficient working atmosphere under high pressure.

Analytical minded and sensitive to financial market trends.

Excellent interpersonal, presentation and communication skills.

Proficient in both spoken and written English and Chinese, fluent in Mandarin is a definite advantage.

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.

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance
• Industries Financial Services and Securities and Commodity Exchanges

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Wan Chai District, Hong Kong SAR 2 weeks ago

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