Wealth Planning Specialist

Our client is a leading financial institution looking to grow their HNW wealth planning team in Asia. Job Responsibilities Provide high quality wealth planning services to HNWIs in North Asia. Identifying wealth management needs and legacy planning solutions including trusts, tax and insurance. Create and implement a sales strategy aimed at generating new...

Wealth Management SpecialistAt Goldman Sachs, we are committed to helping our clients achieve their financial goals. As a Wealth Management Specialist, you will play a key role in providing comprehensive wealth management plans for high net worth individuals and families.Key Responsibilities:Develop and implement customized wealth management plans for...

Job DescriptionAs a Marketing Officer in the Wealth Management division of BNP Paribas, you will play a vital role in supporting the team in executing various marketing, communication, and engagement initiatives.Key ResponsibilitiesDrive engaging content development to enhance client experienceDevelop and maintain client-friendly marketing materials,...

Job DescriptionWe are seeking an exceptional Strategic Wealth Partnership Specialist to join our team at Frontier Financial Group.About the RoleThis is a unique opportunity to leverage your expertise in wealth management and client relationships to drive business growth and success. As a Strategic Wealth Partnership Specialist, you will be responsible for...

Role OverviewWe are seeking a high calibre professional to join our team as a Wealth Planner, Wealth Planning and Advisory in Hong Kong.

Job OverviewWe are representing a prestigious Wealth Management firm in Hong Kong, seeking an experienced and qualified Senior Financial Planning Specialist to join their dynamic team.

Job Title: IT Operations Specialist - Financial InstitutionFargo Wealth Group Limited is seeking a skilled IT Operations Specialist to join our team in Hong Kong. As an IT Operations Specialist, you will play a vital role in managing the entire group's IT operations, ensuring seamless functionality and optimal performance.Company Overview:Fargo Wealth Group...

Job SummaryFargo Wealth Group Limited is seeking a seasoned Business Development Insurance Specialist to drive business growth and expansion across various client segments and channels.Key ResponsibilitiesFormulate, develop, and execute comprehensive insurance solutions tailored to meet the unique needs of diverse clients;Identify and explore new market...

At Click and Connect Online Limited, we are seeking a highly experienced and qualified Senior Wealth Management Specialist to join our dynamic team in Hong Kong.The ideal candidate will possess a minimum of 5 years of experience as a Financial Advisor in the wealth management industry, with a strong track record of delivering exceptional results for...

OverviewWe are seeking a highly skilled Client Onboarding Specialist to join our team at Indosuez Wealth Management.About the RoleThis is a key position responsible for ensuring compliance with regulatory requirements and internal policies during the client onboarding process.Main Responsibilities:Conduct thorough KYC/CDD/CRA reviews to verify client...

About This Role:Fargo Wealth Group Limited is seeking a highly skilled IT Specialist to join our team. As an IT Specialist, you will be responsible for managing the company’s IT operations, including network communication, server and data center management, data storage and backup, hardware and software setup and maintenance, office and desktop operations,...

CICC is seeking a highly skilled Wealth Management Specialist to join our team.About the RoleThis position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. The successful candidate will be able to understand client needs and requirements, identify investment opportunities,...

Role OverviewAIA International Limited is seeking a skilled Proposition Planning Specialist to play a vital role in advancing our movement towards a healthier, more sustainable future for everyone. As part of our marketing, distribution & partnership team, you will formulate customer-centric and compelling proposition activation initiatives to drive business...

We are seeking a Senior Wealth Management Specialist to join our team in Hong Kong. This is a full-time position that requires strong analytical and communication skills.The ideal candidate will have at least 5 years of experience in wealth management, preferably with experience in middle office. They should be able to review and approve all risk accounts,...

Are you looking for a challenging and rewarding career in private wealth management? We are seeking an experienced Investment Banking Specialist to join our team at Bank of China (Hong Kong) Limited.About the RoleThis is a key role that will involve working closely with our investment consultants to analyze market trends and prepare investment proposals. You...

Job Description:At Classy Wheeler Limited, we are seeking a highly skilled and experienced Quality Assurance Specialist to join our team. As a Quality Assurance Specialist, you will be responsible for ensuring the highest quality of our wealth management services.The ideal candidate will have 3-6 years of IT testing experience and proficiency in Mandarin and...

Citi is a global leader in the financial industry, and we are committed to empowering our employees to achieve their full potential. As a Risk Management Specialist - Wealth Product Compliance, you will play a critical role in ensuring that our Wealth products meet the highest standards of compliance and risk management.About the RoleThis is a unique...

Company OverviewHSBC is a global banking and financial services organization that provides a wide range of products and services to individuals and businesses. With a presence in over 80 countries, we are one of the largest banking and financial services organizations in the world.SalaryThe estimated annual salary for this role is HK$250,000 - HK$400,000...

HSBC offers a dynamic career opportunity as a Wealth Investment Product Specialist in Hong Kong. The role is ideal for professionals seeking to advance their careers in wealth management and investment product expertise.The successful candidate will be responsible for providing technical and skills coaching to staff teams to achieve business objectives,...

About This RoleWe are seeking a Strategic Wealth Management Specialist to join our team at Bank of China (Hong Kong) Limited.This is a full-time position that offers a competitive salary and benefits package.