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,...

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,...

Become a Wealth Management Associate at HSBC Global Private Banking and play a key role in helping high net worth and ultra-high net worth clients manage, grow, and preserve their wealth.About the RoleIn this position, you will:Work closely with clients to understand their financial goals and objectives.Develop and implement personalized investment...

Job Summary:We are seeking an experienced Wealth Management Professional who will be responsible for managing and advising on investments for private wealth clients. The ideal candidate will have a strong understanding of investment products and be able to develop and implement effective investment strategies.Responsibilities:Manage and advise on investments...

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...

We are looking for a Wealth Management Associate to join our team at International Executive Service Corps. As a key member of our wealth management team, you will be responsible for originating and developing client relationships with high net worth individuals or families.Your primary objective will be to understand clients' wealth management needs and...

Job Title: Wealth Management ExpertAbout the PositionWe are seeking a seasoned expert in wealth management to join our team in AIA Hong Kong and Macau. The ideal candidate will have extensive knowledge of financial markets and instruments, as well as strong analytical and problem-solving skills.Job DutiesAnalyze client data and develop customized financial...

Job OverviewWe are seeking a highly motivated and experienced Associate to join our team at CICC. As a key member of our wealth management division, you will play a critical role in achieving business objectives by providing exceptional client service and driving revenue growth.Key ResponsibilitiesBuild and maintain strong relationships with clients to...

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...

Join Our TeamWe are expanding our team in Hong Kong and seeking an experienced Insurance and Financial Advisor to manage new business development and existing clients across a defined territory.Your Key Responsibilities:Managing new business development and existing clients across a defined territory.You will have access to first-class learning and...

We are seeking a highly motivated Wealth Management Specialist to join our Private Banking team at DBS Bank. As a key member of our wealth management department, you will be responsible for identifying and pursuing new business opportunities with high-net-worth clients.Job Requirements:Provide differentiated service to high-net-worth customers.Establish...

Wealth Management Cube ("WMCube") is a SFC licensed corporation (CE No. BEC913) in Hong Kong. We are providing B2 B & B2 B2 C Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions. Our Finance team is looking for an Account and Settlement Officer to support our fast growing business. Responsibilities: Handle daily client money...

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

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...

Job Title: Investment Wealth ManagerDBS Private Banking offers a holistic approach to wealth management, providing high net worth individuals with a wide range of financial services and solutions. Our team of experienced investment managers work closely with clients to develop tailored financial plans that cater to their individual needs and goals.We...

Requisition ID 121862 -Posted - Hong Kong - Hong Kong - Activity area (1) - Students & GraduatesGraduate – Pictet Wealth ManagementThe Graduate ProgrammeThe Pictet group is one of the world's leading independent wealth and asset managers. Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented in 30 offices in financial centres...

We are seeking a passionate and driven individual to join our exceptional wealth management team. As a leading bank in Hong Kong, we offer a dynamic environment for career growth.About the RoleThis is an exciting opportunity to develop your skills and expertise in wealth management. You will work closely with our experienced team to deliver outstanding...

Join our elite wealth management team as a Premier Financial Advisor and take your career to new heights. As a leading bank in Hong Kong, we offer a dynamic environment for career growth and development.About the OpportunityThis is a unique chance to develop your skills and expertise in wealth management, working closely with our experienced team to deliver...

Wealth Management Business Development ExpertPolymath Search is seeking a seasoned Wealth Management Business Development Expert to join our team.This key role involves driving business growth through strategic partnerships and identifying new opportunities for expansion. The ideal candidate will have a deep understanding of the wealth management industry...

Sales Leadership in Private Wealth ManagementAbout the Job:We are seeking a seasoned sales leader to drive revenue growth and business expansion in private wealth management, leveraging expertise in sales, business development, and client relationship management.Key Responsibilities:Develop and execute a sales strategy to drive revenue growth and business...