Wealth Planning

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

Position Description We are looking for an insurance product specialist (Wealth Planning) to strengthen our product distribution business; and promote regular product programme with comfortable starting size to increase product penetration. The role is to manage the end-to-end product cycle and relationship building with clients and stakeholders. Key Areas...

As a Senior Trust Manager at Unicorn Advisor (HK) Limited, you will work closely with our Relationship Manager to develop and implement tax-efficient wealth planning strategies for our clients.Key responsibilities include:Establishing and maintaining long-term business relationships with tax advisers, lawyers, and trustees to cater to clients' wealth...

Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. 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. Wealth and...

Head of Philanthropy, Asia, Wealth Planning & Family Advisory Be part of the Global Wealth Planning and Family Advisory (WP & FA) team based in Hong Kong and the wealth advisory business for Standard Chartered Global Private Banking (‘PvB”). The individual should be working with relationship managers, team heads, market heads and regional heads to...

About Your Company">King Deux is partnering with a one of a kind private bank taking a sustainable stance in supporting UHNW clients globally. This esteemed institution prioritizes wealth planning and investment activities, fostering a unique opportunity for a skilled Private Banker.">Job Description">This role involves providing exceptional service to a...

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...

At HSBC Private Bank, we're committed to providing exceptional wealth solutions to our clients.We're seeking a high-calibre professional to join our team as a Digital Wealth Strategist.About the RoleSUPPORT THE IMPLEMENTATION OF OUR STRATEGIC WEALTH PLATFORM BY WORKING CLOSELY WITH LOCAL AND GLOBAL TEAMS TO DELIVER PRODUCTS/FEATURES THAT DELIGHT USERS AND...

At Independent Resourcing Consultancy Ltd, we are seeking an experienced and qualified Financial Planning Expert to join our dynamic team in Hong Kong.The ideal candidate will have a minimum of 5 years of experience as a Financial Advisor in the wealth management industry, holding industry-leading qualifications such as CFP, CFA, or other relevant...

About Selby JenningsWe are a leading financial services recruitment firm with a strong presence in Asia.Job OverviewThis is an exciting opportunity to join our team as a Senior HNW Wealth Manager and take on a challenging role that requires expertise in wealth planning and management.Key ResponsibilitiesThe successful candidate will be responsible for...

Asset & Wealth Management, Private Wealth Management, Wealth Management Professionals, Analyst, Hong Kong DIVISIONS AND JOB FUNCTIONS Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning,...

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...

Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. 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. Wealth and...

Wealth Planning RoleSelby Jennings is seeking a seasoned High Net Worth Wealth Strategist to join their team in Asia. Job OverviewThe successful candidate will be responsible for providing high-quality wealth planning services to HNWIs in North Asia, identifying wealth management needs and legacy planning solutions including trusts, tax, and insurance.Key...

Job description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. 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...

Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. 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. Wealth and...

Job Description for Insurance Solutions ExecutiveFargo Wealth Group Limited seeks a highly skilled Insurance Solutions Executive to develop and execute comprehensive insurance solutions across various client segments and channels. Key Responsibilities:Insurance Solutions Development: Create and implement innovative insurance solutions to meet the diverse...

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...

We are seeking a skilled individual to join our Private Client Coverage team as a Private Banker. This is a unique opportunity to work with Citi's Citi Global Wealth division, serving the entire continuum of wealth clients, from affluent to ultra-high net worth individuals and their families.Key Responsibilities:Client Relationship Management: Build and...

About Fargo Wealth Group LimitedFargo Wealth Group Limited is a leading financial institution seeking an experienced IT Operations Manager to oversee the implementation and optimization of its IT management system. The ideal candidate will possess a strong background in IT operations, network communication, server management, and information system...