Haochang Asset Management

LEE SHEUNG YAN

Financial Services
Limited Liability Company
10-99 employees

Registration Information

BRN/Business Registration Number

Date of Establishment

Company Registered Address

39282150

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Opening positions (35)
Banking & Financial Services
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Bachelor

$ *****

Connect with top financial institutions, comprehensive professional training system

Clear promotion mechanism, opportunities to become team leader or regional director

Market-competitive compensation structure

Part Time

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Bachelor

$ *****

Supports part-time collaboration, no need to work from office, achieving a free balance between work and life

Cultivates expertise in high-end wealth sectors, accumulating rare industry experience

Secures Hong Kong residency, broadens international perspective, with a 100% renewal success rate

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Bachelor

$ *****

Access to top-tier financial institutions, ongoing professional training

Clear career progression to team leader or regional director

Market-competitive compensation structure

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Bachelor

$ *****

Connect with top financial institutions, professional training provided

Clear career advancement path, potential to become team leader or regional director

Competitive market salary structure

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Bachelor

$ *****

Connect with top financial institutions, offering professional ongoing training

Clear career advancement opportunities, potential to become team leader or regional director

Competitive compensation structure in the market

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Bachelor

$ *****

Professional and continuous training system provided

Clear career development path, opportunities to become team leader or regional director

Competitive compensation structure in the market

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Bachelor

$ *****

Access to top-tier financial institution resources, professional ongoing training provided

Clear career advancement path, potential to become team leader or regional director

Market-competitive compensation structure

No experience limit


Bachelor

$ *****

Connect with top financial institutions, professional training provided

Clear promotion opportunities to team lead or regional director

Market competitive remuneration structure

No experience limit


Bachelor

$ *****

Connect with top financial institutions, professional training provided

Clear promotion mechanism, opportunities to become team lead or regional director

Market-competitive compensation structure

No experience limit


Bachelor

$ *****

Connect with top financial institutions, professional training provided

Clear promotion path to team leader or regional director

Competitive market salary structure

Dollar asset allocation consultant

昊長資產管理·Financial Services
Replied to 8 talents in 7 days
HK$ *****
Bachelor
No experience limit
HK work visa available
HongKong

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Job Description

Dollar asset allocation advisor (global wealth management direction)

Core Responsibilities:

1. Provide professional dollar asset allocation solutions for high net worth clients, covering savings insurance, structured financing, global stock and fund investment portfolios;

2. Deeply analyze customer financial needs, customize a global asset allocation strategy that meets their risk preferences and long-term goals;

4. Assist customers in completing overseas account establishment, compliance with international regulations, and asset structure design, ensuring compliance with international regulatory requirements.

Requirements:

1. Exceptional customer needs insight, able to transform complex financial products into customer understandable solutions;

2. Excellent resource integration ability, maintain deep cooperative relations with various financial institutions;

3. Excellent market sensitivity, able to combine macroeconomics to provide clients with forward-looking asset allocation advice.

​4. Hold a Hong Kong high talent, outstanding talent, IANG visa

​Development platform:

1. Connect with Asia's top financial institutions and provide a professional and continuous training system;

2. Clear career development path, excellent performers can be promoted to team leaders or regional directors;

3. Have a market competitive salary structure (specifically negotiable).

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Languages
Mandarin
Skills
Client Management
Financial Markets

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Eva Miss
Haochang Asset Management · HR
Active within 3 days · Active Recruiter

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Soft Skills
職場軟技能
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職場表現
人際關係