Wealth Manager

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...

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...

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...

HK Job Consulting is seeking an experienced Private Wealth Manager to join our team in Hong Kong. As a key member of our private wealth management department, you will be responsible for providing bespoke financial solutions to high-net-worth clients.Key ResponsibilitiesWealth Management: Develop and implement comprehensive wealth management plans to meet...

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...

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")...

Job DescriptionThe Regional Wealth Management Director will be responsible for developing business strategies focused on wealth managers, leveraging their extensive knowledge in private markets and alternatives products. This role requires strong academic background, over 16 years of experience in asset or wealth management, and proven track record in client...

HSBC's Wealth and Personal Banking (WPB) division is dedicated to delivering exceptional wealth management services and insurance solutions to our customers. As an Insurance Product Expert, you'll be part of a team that leverages our global network and breadth of expertise to support individuals, families, business owners, investors, and entrepreneurs.The...

Company OverviewBOC Group Life Assurance Company Limited is a leading provider of life insurance and financial services in Hong Kong. With a strong background rooted in the city, we have been committed to providing customers with comprehensive wealth management solutions since 1998.We offer a wide range of products and services, including life insurance,...

A Career in Wealth ManagementWealth and Personal Banking at HSBC offers a wide range of career opportunities in wealth management, from Asset Management to Retail Banking & Strategy. Our professionals work closely with clients to understand their needs and provide tailored solutions to help them achieve their financial goals.Principal...

Fargo Wealth Group seeks a seasoned IT professional to manage its entire group's IT operations.Responsibilities include:Assisting the team leader in managing IT operations, including network communication, server and data center management, data storage and backup, hardware and software setup and maintenance, office and desktop operations, information system...

About Dah Sing Group The Dah Sing Financial Group is a leading financial services organization in Hong Kong, offering a comprehensive range of banking, insurance, and wealth management services through its extensive network of over 70 branches. The group's currency is built on values such as caring, teamwork, and progressiveness, recognizing that each...

Wealth Investment Services OpportunityElevate your career as a Vice President/Associate Director in our Wealth Investment Services team.About the Position:Create customized investment plans to cater to clients' needs and risk profiles.Nurture long-term partnerships with clients via regular updates and clear communication.Promote a range of financial...

Servicing high net worth individuals is a key aspect of this role.About This OpportunityWe are seeking an experienced Wealth Relationship Manager to join our team in Hong Kong SAR. As a Wealth Relationship Manager, you will be responsible for developing and executing strategies to build and maintain strong client relationships, and identifying opportunities...

Job DescriptionWe are seeking a highly experienced and skilled professional to join our team as an International Wealth Management Relationship Manager in Hong Kong. The successful candidate will be responsible for managing relationships with high net worth clients, providing personalized service and tailored solutions to meet their wealth management needs.

Salary and BenefitsCompetitive Earning PotentialAs a Wealth Management Manager at AIA Hong Kong and Macau, you will have unlimited earning potential through competitive commissions and bonuses.

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...

Pension and Retirement ExpertiseMercer is seeking a Senior Consultant to join our Wealth team in Hong Kong. This role will involve leading projects related to pension and retirement needs of corporate and government clients.About the RoleThe ideal candidate will have 10+ years of experience in the pension advisory industry, including client-facing duties....

Wealth Management Risk ProfessionalDBS Bank's Risk Management Group is seeking a skilled Wealth Management Risk Professional to join our team. As a key member of our group, you will be responsible for developing and implementing risk management strategies to ensure the bank's wealth management operations are conducted in a safe and sound manner.Key...

Central & Western District, Hong Kong SAR Wealth Management and Protection Zoe Yung & Company (AIA) Central & Western District, Hong Kong SAR 1 day ago Be among the first 25 applicants Founded over 40 years ago, Success SY Family District has established itself as a leading resource for tailored wealth management solutions in Hong Kong. Our commitment to...