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The Insurance Product Specialist supports Relationship Managers by providing sales‑driven product advisory and structuring support for insurance solutions tailored to high‑net‑worth clients. The role plays a key part in driving insurance revenue, enhancing client value, and supporting complex wealth‑planning needs.
We are looking for a Assistant Relationship Manager/ Client Service Officer, Private Banking to join the financial services industry in Hong Kong. This role focuses on delivering excellent customer service while supporting relationship managers in managing client portfolios.
This role provides senior‑level FX advisory and execution support to Private Banking Relationship Managers and their high‑net‑worth clients. The FX Sales professional leverages market expertise to drive FX revenue, manage risk, and deliver tailored currency solutions.
Our client is one of Hong Kong's prominent families, and they are seeking an Investment Advisor / Gatekeeper to provide tailored financial guidance and act as a trusted partner in managing and growing the family's wealth. The role involves assessing financial needs, developing investment strategies, overseeing portfolios, and supporting long‑term wealth, trust, and estate planning.
As a Client Advisor Associate in the financial services industry, you will support client relationship management and ensure the highest level of service delivery. This role offers the opportunity to work in a dynamic environment and contribute to the success of the banking and financial services department.
This role as Senior Investor Relations Manager is a pivotal position in a a rapidly growing fintech platform in Hong Kong.
The Equity Trader will execute global equity orders , ensuring best execution quality for fundamentally driven strategies. The role requires strong market intuition, microstructure understanding, and the ability to operate in a fast‑moving, collaborative hedge‑fund environment. You will partner closely with portfolio managers who rely on disciplined stock selection, long/short positioning, and sector rotation to implement investment views.
Our client, a leading Chinese asset manager with a strong presence in Hong Kong, is seeking an experienced Trader to support its multi-asset investment platform. The role sits on the buy-side trading desk and is responsible for timely, accurate, and efficient trade execution across multiple asset classes, while ensuring smooth coordination across the full trade lifecycle.
As an Associate, Trade Finance Operations (Import), you will be responsible for managing trade finance transactions and ensuring compliance with regulatory standards. This role is ideal for professionals with expertise in trade finance within the financial services sector.
Our client is a top American Private Bank and they are looking for a Quality Assurance Analyst/ Associate to join their PWM Account Management project team to handle quality assurance testing/ compliance testing, validate and summarize QA results and thematic reviews. The candidate should have 2-4 years of working experience in quality assurance testing/ compliance testing/ compliance monitoring / audit / consulting within big 4 or private banking industry.
The Chief Financial Officer (CFO) will oversee all financial operations, providing strategic guidance to drive financial performance and ensure compliance. This role is ideal for a seasoned professional with a strong background in financial services and a focus on accounting and finance.
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