Wealth Management

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...

Our CommitmentAs a trusted partner to leading private banks, family offices, law and tax advisory firms, we offer bespoke wealth planning solutions to high net worth individuals globally. With over 40 years of experience, we have established ourselves as a premier insurance broker, specializing in procuring insurance products for our clients.We prioritize...

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:...

Wealth Management Cube Ltd provides innovative financial solutions in Hong Kong through its licensed corporation (CE No. BEC913). As a key player in the market, we seek an experienced Settlement Operations Manager to lead our Finance team.Core Responsibilities:Oversee daily client transaction processing, ensuring accuracy and timelinessCoordinate funds...

Wealth Management Cube Ltd is a licensed corporation in Hong Kong, providing B2B & B2B2C Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions. Our Finance team seeks an Account and Settlement Officer to support our growing business.Responsibilities:Handle daily client money deposit/withdraw/FX/internal transfer processesEnsure...

Wealth Management Cube Ltd is a leading financial services provider in Hong Kong offering Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions. We are seeking a skilled Financial Services Professional to join our Finance team.Job Summary:Responsible for handling daily client transactions including deposits, withdrawals, FX, and...

Wealth Management Cube Ltd is a leading financial institution in Hong Kong offering B2B & B2B2C Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions. Our Finance team is looking for a skilled and detail-oriented individual to fill the role of Financial Services Professional.Main Responsibilities:Manage daily client transactions,...

Wealth Management Cube Ltd is a SFC licensed corporation in Hong Kong providing B2B & B2B2C Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions. Our Finance team seeks an Account and Settlement Officer to support our fast growing business.Key Responsibilities:Handle daily client money deposit/withdraw/FX/internal transfer...

Wealth and Personal BankingWealth and Personal Banking (WPB) helps deliver on HSBC's purpose by providing customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people.Our international network and breadth of expertise enable us to support individuals, families, business owners,...

Wealth Management Cube ("WMCube") is a SFC licensed corporation (CE No. BEC913) in Hong Kong. We are providing B2B & B2B2C 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...

3 days ago Be among the first 25 applicantsGet 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...

About Our Ideal CandidateWe are seeking a seasoned executive with a strong background in private banking, a proven track record of driving revenue growth, and excellent leadership skills. The successful candidate will have a deep understanding of the private banking landscape and the ability to develop and execute a sales strategy that drives revenue growth...

Goldman Sachs Group, Inc. is seeking an experienced Asset Wealth Manager to join our team in Hong Kong. As a key member of our Asset Wealth Management business, you will be responsible for managing and maintaining relationships with clients, identifying new business opportunities, and driving growth through innovative solutions.Key ResponsibilitiesBuilding...

**About Fargo Wealth Group**Fargo Wealth Group is a leading financial institution in the Asia Pacific region. Founded in 2014, we have established ourselves as a trusted partner for multi-family offices, external asset managers, securities houses, and private banks.We are committed to delivering exceptional services to our clients, leveraging our advanced...

High Net Worth Client Engagement This role involves building and maintaining relationships with high net worth banking clients, identifying their wealth management needs, and developing strategies to meet those needs through proactive business development and relationship building.Main Responsibilities:Develop and execute sales plans to promote wealth...

At St. James's Place, a globally recognised leader in wealth management, we offer you the autonomy to maximize your potential and develop your own client base within our prestigious organisation. Why St. James's Place? Impressive Scale : With £179 billion (circa $226 billion USD) in client funds under management, we set the industry standard for trust and...

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...

Your RoleYou will develop your business know-how by working alongside experts in private wealth management and risk compliance.Initial training will be complemented with a professional certification relevant to your area of business.You will also attend various workshops that provide an understanding of the complex world of private banking.

About Us:At HSBC, we're driven by a passion to deliver the very best for our customers, employees, and communities. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs across the globe.Our four key business areas – Asset Management, Global Private Banking & Wealth,...