Wealth Manager

Overview:With over 40 years of experience, Howden Private Wealth is proud to be a trusted wealth planning partner to top-tier private banks, family offices, law, and tax advisory firms.Key Responsibilities:Lead the Client Services team to deliver exceptional post-sales experiences.Drive process improvements to increase efficiency and productivity.Develop and...

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...

Job Summary: As a full-time graduate trainee in wealth management at AIA's private client office in Hong Kong, you will receive comprehensive training in financial and wealth management services. You will cultivate expertise to establish enduring relationships with clients and identify new business opportunities. Your responsibilities will include delivering...

Company OverviewAt HSBC, we serve 41 million customers globally, including 6.7 million who are international. Our presence in Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office enables us to deliver on our purpose of opening up a world of opportunity by providing our customers with borderless...

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...

time left to apply End Date: February 14, 2025 (27 days left to apply) job requisition id 25010045 Prudential's purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a...

About the RoleWe are seeking a skilled Wealth Management Professional to join our team. As a key member of our team, you will be responsible for providing exceptional client service and support.

Job Title: Operations Manager, Wealth ManagementCLSA is recruiting an experienced Operations Manager, Wealth Management to oversee day-to-day operations within our wealth management division.Key ResponsibilitiesCompliance and Risk Management: Collaborate with supervisors to monitor and maintain adherence to company guidelines, policies, and regulatory...

Job OverviewWe are seeking a highly skilled and experienced individual to spearhead the development of our wealth proposition, focusing on affluent and high net worth customers. The successful candidate will lead the formulation of our wealth strategy, establishing a team to execute this plan in key markets.Key ResponsibilitiesWealth Strategy Formulation:...

Job DescriptionThe Director of Wealth Development will play a crucial role in shaping our wealth strategy, driving business growth, and increasing market share. This senior leadership position requires a proven track record in managing global or regional businesses, with extensive experience in insurance distribution and product management.Key...

Wealth Planning Expertise:  As a Wealth Planner at IPS Group, you will be responsible for delivering comprehensive wealth and philanthropic planning services to Ultra High-Net-Worth clients. This includes developing customized philanthropic strategies, creating comprehensive financial plans, and facilitating the transfer of an existing book of business to...

Job DescriptionWe are seeking an experienced Business Analyst to join our Wealth Management team.Responsibilities:Analyze business needs and develop solutions.Communicate with stakeholders and team members.Evaluate project progress and report findings.Maintain accurate project documentation.Requirements:Degree in Business Administration or Information...

Some careers shine brighter than others If you're looking for a career that will help you stand out, join HSBC and fulfil your 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 further. In Wealth and Personal Banking, we...

Wealth Credit Management Underwriter - AVP Wealth Credit Management Underwriter - AVP Apply locations: Hong Kong, Hong Kong Time type: Full time Posted on: Posted 2 Days Ago Job requisition id: 25835991 Citi Global Wealth (CGW) is a Division of Citi focused on serving the needs of clients across the entire wealth spectrum. It delivers a wide range of...

Job Description: This position is responsible for developing business relationship 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 may be expected to include but not...

About Us With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally. We have representatives across Hong Kong,...

Operations Manager, Wealth Management PositionWe seek a seasoned Operations Manager, Wealth Management professional to join our team and drive operational excellence within our wealth management department.Job SummaryOversee daily operations, ensuring seamless execution of tasks and activities.Maintain high standards of client service, responding to...

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...

About Our Company:Howden Private Wealth is a leading independent insurance broker, specialising in procuring insurance products for UHNW individuals globally.Job Description:Oversee the post-sales process to ensure seamless client experiences.IDentify areas for process improvement and implement changes.Support Client Services Managers to maximise their...

Job Description: This position involves developing and maintaining business relationships with high-net-worth individuals, their families, family offices, and corporates. The candidate will be responsible for understanding client needs and requirements, identifying investment opportunities, and providing financial advice to clients. The job duties associated...