Wealth management manager

Get AI-powered advice on this job and more exclusive features. Responsibilities Complete personal performance targets, work around various KPI indicators to achieve the balance between process management, client base and revenue indicators. Keep track of the global market trends and major events, understand the current selling points and business strategy,...

Wealth Management - Institutional Wealth Advisor This position is responsible for developing business relationships 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...

3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. With its diverse geographic coverage, AIA provides excellent opportunities for people looking for challenges. Our work culture is based on five values - People, Customer Focus, Performance, Integrity, Respect and Entrepreneurship. Our team provides a...

Wealth Management - Institutional Wealth AdvisorThis position is responsible for developing business relationships 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...

Wealth Management - Investment Assistant (HK)Responsibilities:Helping Institutional Wealth Advisor to do the routine work, such as completing required paperwork, conducting research projects, record maintenance.Responding to client inquiries and helping clients on their accounts, like opening accounts, checking accounts activities, and coordinating with back...

【AIA Group】Branch Manager & Director | Humble Team (start from 2018) | All members are with MDRT Certificates| Welcome all talents to join our teamExciting Opportunity for Aspiring Finance ProfessionalsAre you a university student looking to kickstart your career in wealth management? Look no further We are thrilled to announce the Challenge Wealth...

Wealth Management Manager/Trainee (Fresh Graduated Welcome)1 week ago Be among the first 25 applicants Client-facing role with high-net-worth individuals (HNWIs)Building tailored financial portfolios to meet client's financial and insurance needs Providing business solutions to listed companies and corporate clients Team-building and leadership development...

Wealth Credit Management Underwriter - AVPWealth Credit Management Underwriter - AVPApply locations: Hong Kong, Hong Kong Time type: Full time Posted on: Posted 2 Days Ago Job requisition id: 25835991 Citi Global Wealth (CGW) is a Division of Citi focused on serving the needs of clients across the entire wealth spectrum. It delivers a wide range of products...

Direct message the job poster from Fargo Wealth GroupResponsibilities:Act as Investment Consultant in providing comprehensive investment related services to Account Managers and high-net-worth customers, covering the entire asset allocation process. This includes tailor-made investment proposal preparation (Chinese & English), portfolio analysis and product...

(Senior) Wealth Management Product Manager (Fund) Job No.: 499473 Employment Type: Full time Departments: Personal Digital Banking Product Department Job Functions: Business Development, Strategic Planning, Product Development & Management, Project Management Responsibilities:Responsible for the daily management and maintenance on fund/unit trust product....

Get AI-powered advice on this job and more exclusive features. Responsibilities Developing and maintaining business relationships with high-net-worth individuals, their families, family offices, and corporates. Deeply understanding customers' needs, providing customers with professional asset allocation suggestions, continuously providing excellent...

With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally.We have representatives across Hong Kong, Singapore,...

Asset & Wealth Management, Client Solutions Group, Third Party Wealth, Associate - Hong KongHong Kong, Hong KongJob DescriptionASSET & WEALTH MANAGEMENTBringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm's primary investment area, we...

Fintech Business Analyst, Wealth ManagementGet AI-powered advice on this job and more exclusive features.Support daily data analysis requirements and develop regular data analysis reportsPerform project management and business requirement analysis;Work closely with internal users and external vendors on both project implementation and post-release system...

Business Unit:Store Support Centre (SSC)Time Type:Full-timeDescription & RequirementsWho we arelululemon is an innovative performance apparel company for yoga, running, training, and other athletic pursuits. Setting the bar in technical fabrics and functional design, we create transformational products and experiences that support people in moving, growing,...

Product Head, Private Wealth Product (Private Bank) (65660) Hong Kong Island, Hong Kong About my client Our client is a well-established private wealth institute in Hong Kong. With their continuous expansion in business, they are now looking for high calibre to join them as a Product Head in Private Wealth Product Development under their Private Banking...

Asset & Wealth Management, Financial Reporting and Analysis - Management Team, Analyst, Hong Kong Hong Kong, Hong Kong Job Description YOUR IMPACTAre you a strategic thinker with a strong work ethic, desire to work within a growing global business, and ability to think outside the box? Analysts on the Asia PWM Management Team will gain exposure and access to...

The Investor Relations function is responsible for the management and co-ordination of interactions with our global investor base. This Role is within the Investor Services sub-function focused on our Private Wealth product offerings, the individual will ensure that the needs of our existing Private Wealth investors are met in a professional, efficient, and...

Some careers have more impact than others.If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Wealth and Personal...

Some careers grow faster than others. If you're looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further....