Wealth Management Manager

Role SummaryWe are seeking a highly motivated and experienced Investment Consultant to join our team at Fargo Wealth Group. As an Investment Consultant, you will be responsible for providing expert advice on investment management and delivering exceptional client service.Main Responsibilities:Provide personalized investment recommendations to high-net-worth...

Wealth Management Cube Ltd seeks a skilled Asset Settlement Professional to join their Finance team. The successful candidate will be responsible for:Managing client money transactions, including deposits, withdrawals, FX, and internal transfersEnsuring timely and accurate funds settlementCollecting and processing feesMonitoring transaction compliance and...

We are looking for a Wealth Management Professional to join our team at CLSA. As a Financial Portfolio Advisor, you will be responsible for assisting front office staff to generate revenue from wealth management products/wealth planning services by providing client portfolio advisory to private wealth clients on multi-asset classes.In this role, you...

About UsDBS Bank is a leading financial institution in Asia, offering a comprehensive range of financial services to meet the diverse needs of our clients. We are committed to providing high-quality, timely and extensive wealth management, investment and financial solutions to our clients.We are seeking a Wealth Management Professional to join our team, who...

HK Job Consulting is seeking a highly skilled Wealth Management Professional to join its team. This role involves working with high-net-worth individuals to develop and implement personalized wealth management strategies.The ideal candidate will have a strong background in finance, excellent communication skills, and the ability to build and maintain strong...

As a Financial Operations Specialist at Wealth Management Cube Ltd, you will be responsible for:Managing client money transactions, including deposits, withdrawals, FX, and internal transfersEnsuring timely and accurate funds settlementCollecting and processing feesMonitoring transaction compliance and riskMaintaining daily reconciliationsConfirming fund...

The role of the Account and Settlement Officer at Wealth Management Cube Ltd involves handling daily client money transactions, ensuring timely funds settlement, collecting fees, managing transaction compliance, maintaining daily reconciliations, confirming fund transfers, and performing ad-hoc duties.Key responsibilities include:Client money management:...

About the RoleThe Investment Consultant will be responsible for delivering exceptional client service and providing expert advice on investment management. This role requires strong analytical skills, attention to detail, and excellent communication abilities.Key Responsibilities:Develop and implement customized investment plans for high-net-worth...

CICC seeks an experienced Wealth Management professional to support the Institutional Wealth Advisor in routine tasks, including paperwork completion, research projects, and record maintenance. The successful candidate will also respond to client inquiries, assist with account opening and activities, and coordinate with the back office on trading...

1 week ago Be among the first 25 applicants Direct message the job poster from BOC Group Life Assurance Company Limited Joey Kam, AChFP, Medical Insurance Specialist BOC Life rooted in Hong Kong with a strong background. Our life insurance business was launched in Hong Kong in 1998 by the main shareholders BOC Hong Kong (Holdings) Limited ("BOC Hong Kong")...

As a Branch Sales Manager at HSBC, you will play a key role in leading a team of Premier Relationship Managers and HSBC Premier Elite Directors to deliver exceptional customer service and drive sales growth.About the BranchOur international network and breadth of expertise enable us to support individuals, families, business owners, investors and...

Job OverviewDBS Bank (Hong Kong) Limited is seeking a dedicated and experienced Wealth Management Expert to join our team. As a key player in the Treasures Private Banking segment, you will be responsible for driving business growth through promoting wealth management products and services to clients.About the RolePromote full range of wealth management...

IPP Financial Advisers Holdings Limited Kowloon, Hong Kong SAR2 days ago Be among the first 25 applicantsPartner of IPP Financial Advisers Holdings LimitedWe are currently seeking a high caliber professional to join our team as a Wealth Management Consultant.As the leader in wealth management,IPPis offering innovative and intelligent solutions to thousands...

Citibank's Global Wealth business offers a wide range of products and services to serve the needs of high net worth individuals and families across the entire wealth spectrum. As a wealth lending portfolio manager, you will play a key role in shaping the strategic direction of our lending activities and driving business growth through effective risk...

Job DescriptionFargo Wealth Group is seeking an experienced Investment Consultant to provide comprehensive investment related services to Account Managers and high-net-worth customers. As an Investment Consultant, you will be responsible for tailor-made investment proposal preparation, portfolio analysis, and product selection.Responsibilities:Act as a...

**Company Overview:** Chubb is a leading insurance company with a long history of delivering exceptional service to our customers. We are committed to creating a positive work environment that encourages collaboration, innovation, and growth.We are seeking a talented Executive Leader for Wealth Management to join our team in Hong Kong. The successful...

HSBC's Wealth and Personal Banking segment offers a wide range of financial products and services to meet the diverse needs of its customers.The Client Lifecycle Management Analyst will be responsible for ensuring that all clients undergo rigorous due diligence procedures, adhering to regulatory requirements and internal policies.Key Accountabilities:Assess...

At BOC Group Life Assurance Company Limited, we are committed to providing comprehensive wealth management services to our customers.Our life insurance business has a strong background rooted in Hong Kong, and we are dedicated to delivering exceptional financial planning solutions to individuals and corporations.We are seeking a talented and motivated Wealth...

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...

OverviewAt CICC, we are committed to delivering exceptional financial solutions to our clients. Our team of experts provides a wide range of services, including wealth management, investment banking, and securities trading. We are seeking a highly skilled Wealth Strategist and Manager to join our team and help us achieve our goals.The successful candidate...