Wealth Planning Manager

Job ResponsibilitiesProvide a full range of wealth management services to a designated portfolio of high-net-worth customers.Expand the existing client base by exploring potential customers in the market.Minimum RequirementsDegree holder or equivalent qualification at HKQF level 5.Minimum 3 years' experience in handling investment portfolios of affluent...

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 - 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...

5 days ago Be among the first 25 applicantsDirect message the job poster from St. James's Place – Asia & Middle EastSenior Business Acquisition @ St. James's Place – Asia & Middle East | Strategic Business Development and SupportAt St. James's Place, a globally recognised leader in wealth management, we offer you the autonomy to maximize your potential...

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...

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 - 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...

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...

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...

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...

Location: Central, HKArea of interest: Private Banking & Wealth ManagementBe part of the Wealth Planning and Family Advisory (WP & FA) team based in Hong Kong and the wealth advisory business for Standard Chartered's Global Private Banking ('PB") in Hong Kong. The individual should be working with relationship managers, team heads and market heads to develop...

Location: Central, HKArea of interest: Private Banking & Wealth ManagementBe part of the Wealth Planning and Family Advisory (WP & FA) team based in Hong Kong and the wealth advisory business for Standard Chartered’s Global Private Banking (‘PB”) in Hong Kong. The individual should be working with relationship managers, team heads and market heads to...

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...

Location: Central, HKArea of interest: Private Banking & Wealth Management Be part of the Wealth Planning and Family Advisory (WP & FA) team based in Hong Kong and the wealth advisory business for Standard Chartered's Global Private Banking ('PB") in Hong Kong. The individual should be working with relationship managers, team heads and market heads to...

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,...

Get AI-powered advice on this job and more exclusive features.ResponsibilitiesComplete 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,...

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 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...

Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Hong KongAs a Wealth Management Professional, your responsibilities include:Serve as the liaison for clients regarding inquiries and provides team supportAnalyze and monitor client portfolios, and assist with other aspects of managing a client relationshipDrive and complete...

Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Hong Kong As a Wealth Management Professional, your responsibilities include: Serve as the liaison for clients regarding inquiries and provides team support Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship Drive and...