Wealth Planner

A leading bank in Hong Kong is seeking an AVP, Asset Allocation Planner to implement asset allocation services, manage post-sales warnings, and guide account managers. The ideal candidate has over 5 years of customer marketing experience and is proficient in wealth management concepts. Strong communication, coordination skills, and the ability to work under...

AVP, Asset Allocation Planner (Wealth Product Department) Responsible for the implementation of asset allocation services for the institution/team served. Responsible for product post-sales warnings and rebalancing, and management of asset allocation activities. Responsible for referring complex needs to investment consultants, insurance consultants, and...

A financial services firm in Hong Kong is seeking a Financial Planner responsible for providing comprehensive financial planning and advisory services. The role involves analyzing clients' financial situations, developing tailored financial plans, and offering investment strategies. The ideal candidate must have strong analytical skills, extensive financial...

About the job Financial Planner, Hong Kong Our client is an esteemed International Wealth Management firm seeking an experienced and certified Independent Financial Advisor to join their team in Hong Kong. The selected candidate will be entrusted with providing specialized financial guidance to clients, aiding them in achieving their financial aspirations...

An international wealth management firm in Hong Kong seeks an experienced Financial Planner to provide tailored financial guidance. The ideal candidate has at least 5 years of experience, holds CFP or CFA certifications, and possesses a transferable client base. Responsibilities include developing personalized financial plans and maintaining strong client...

Wealth Planning Analyst - Investment Bank This is an exciting opportunity to join an Investment Bank as Wealth Planning Analyst, serving UHNW clients, providing financial strategies and access to sophisticated expertise and investment opportunities. Description Coordinate onboarding of insurance products and external service providers (e.g., independent...

Investment Bank Wealth Planning About Our Client This is an exciting opportunity to join an Investment Bank as Wealth Planning Analyst, serving UHNW clients, providing financial strategies and access to sophisticated expertise and investment opportunities. Job Description Coordinate onboarding of insurance products and external service providers (e.g.,...

Wealth Planning Associate 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....

Wealth Planning Analyst - Investment Bank 3 days ago Be among the first 25 applicants About Our Client This is an exciting opportunity to join an Investment Bank as Wealth Planning Analyst, serving UHNW clients, providing financial strategies and access to sophisticated expertise and investment opportunities. Job Description Coordinate onboarding of...

A financial services company in Hong Kong seeks motivated professionals for a wealth management role. Responsibilities include assessing clients' financial objectives and providing investment solutions, while developing long-term relationships. Candidates should ideally be university graduates with an IA/SFC license and some related experience. The company...