Wealth Planner

Found in: beBee jobs HK - 2 weeks ago

Hong Kong, Central and Western District, Hong Kong SAR China Selby Jennings Full time

Client Relationship Management:

  • Establish and maintain strong relationships with clients, understanding their financial goals, needs, and risk appetite.
  • Conduct thorough financial assessments, including analyzing income, assets, liabilities, expenses, and risk tolerance.
  • Collaborate with clients to develop personalized wealth management plans that align with their objectives.

Wealth Planning and Strategy:

  • Conduct in-depth client consultations to identify opportunities and provide expert advice on insurance products and wealth planning solutions.
  • Analyze and evaluate clients' existing financial portfolios and propose suitable strategies to optimize wealth growth and protection.
  • Stay updated on market trends, financial products, and regulatory changes to provide up-to-date advice and recommendations.

Product Knowledge and Recommendations:

  • Possess comprehensive knowledge of trust, legacy planning, life insurance, health insurance, annuities, and investment-linked products.
  • Assess clients' insurance needs and recommend appropriate coverage to mitigate risks and protect their financial well-being.
  • Advise clients on investment strategies, asset allocation, and diversification to maximize returns while considering risk tolerance.

Team Collaboration:

  • Collaborate closely with colleagues, including relationship managers, underwriters, and investment specialists, to deliver holistic wealth planning solutions.
  • Share knowledge, insights, and best practices within the team to enhance overall productivity and client satisfaction

  • Wealth Planner

    Found in: beBee jobs HK - 2 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China Royal Bank of Canada Full time

    Job SummaryAs the Wealth Planner, you will meet with HNW clients to ascertain and understand their wealth planning needs and personal situations. You will be responsible for formulating wealth structure solutions covering distribution, succession, legacy, liquidity/insurance planning and asset protection. Job DescriptionWhat is the opportunity?As the Wealth...

  • Wealth Planner

    Found in: beBee S HK - 2 weeks ago

    Hong Kong, Hong Kong SAR China Royal Bank of Canada Full time

    Job SummaryAs the Wealth Planner, you will meet with HNW clients to ascertain and understand their wealth planning needs and personal situations. You will be responsible for formulating wealth structure solutions covering distribution, succession, legacy, liquidity/insurance planning and asset protection. Job DescriptionWhat is the opportunity?As the...

  • Wealth Planner

    Found in: Talent HK C2 - 2 weeks ago

    Hong Kong, Hong Kong SAR China HSBC Full time

    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...

  • Wealth Planner

    Found in: beBee S HK - 3 weeks ago

    Hong Kong, Hong Kong SAR China Selby Jennings Full time

    Client Relationship Management:Establish and maintain strong relationships with clients, understanding their financial goals, needs, and risk appetite.Conduct thorough financial assessments, including analyzing income, assets, liabilities, expenses, and risk tolerance.Collaborate with clients to develop personalized wealth management plans that align with...

  • Wealth Investment Product Expert 投資顧問

    Found in: Talent HK C2 - 2 weeks ago

    Hong Kong, Hong Kong SAR China HSBC Full time

    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...

  • Outreach Insurance Specialist

    Found in: Talent HK C2 - 1 week ago

    Hong Kong, Hong Kong SAR China HSBC Full time

    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...

  • Assistant Branch Manager

    Found in: Talent HK C2 - 1 day ago

    Hong Kong, Hong Kong SAR China HSBC Full time

    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...

  • Investment Consultant

    2 weeks ago

    Hong Kong, Hong Kong SAR China Hudson Hong Kong Full time

    Responsible for providing investment advice and recommendations, developing new investment products for the Bank, and providing investment recommendations. Responsibilities: Provide personalized investment advice and develop customized investment strategies tailored to meet the financial goals and risk profiles of high-net-worth clients. Conduct...