Executive Officer (EO), Type 1 & 4

Hong Kong Island Permanent View Job Description
The role of Type 1 & Type 4 EO WM in the Financial Services industry involves managing and supporting a wide range of wealth management services.
  • Growing Team
  • Competitive Salary

About Our Client

Client is one of the leading Banks.

Job Description



As a Type 1 & Type 4 EO WM, your main responsibilities will include:

  • Support and implement investment-related projects to gain exposure to the full product development lifecycle.
  • Maintain strong relationships with fund houses and external partners to ensure effective collaboration.
  • Propose and initiate new project ideas and service enhancements for the platform.
  • Review functional specifications, system designs, and business requirements to ensure alignment with business needs.
  • Conduct annual reviews of Wealth Management-related policies, procedures, and product documentation.
  • Collaborate with internal departments - including Legal, Compliance, IT, Operations, and Finance - for the launch of new initiatives.
  • Prepare business documentation and presentation materials for internal and external use.
  • Assist the line manager in delivering product training to relevant teams and support other ad hoc tasks as assigned.

The Successful Applicant



A successful candidate should have:

  • Strong knowledge and experience in the Financial Services industry.
  • Proficiency in wealth management processes and operations.
  • Excellent communication and interpersonal skills.
  • Ability to work effectively in a team-oriented environment in Kowloon.
  • Attention to detail and a proactive attitude in problem-solving.
  • Educational background in finance, business, or a related field.

What's on Offer

  • Attractive bonus package to reward your performance.
  • Opportunity to work in a large sized organization within the Financial Services industry.



If you are ready to take the next step in your career, apply now to be part of a team committed to excellence in Banking & Financial Services.

Contact
Jane Tham
Quote job ref
JN-112025-6878076
Phone number
+852 2848 4798

Job summary

Function
Banking & Financial Services
Specialisation
Portfolio / Fund / Asset Manager
What is your area of specialisation?
Business Services
Location
Hong Kong Island
Job Type:
Permanent
Consultant name
Jane Tham
Consultant phone
+852 2848 4798
Job Reference
JN-112025-6878076

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.