Leo Wealth | Junior Wealth Associate

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...

Company OverviewFargo Wealth Group Limited is a leading wealth management firm committed to providing exceptional investment services to our clients.

About Fargo Wealth Group LimitedFargo Wealth Group Limited is a reputable organization committed to excellence in financial services. Our team of professionals strives to provide exceptional support and guidance to our clients.

Job Responsibilities 1. Complete personal performance targets, work around various KPI indicators to achieve the balance between process management, client base and revenue indicators. 2. Keep track of the global market trends and major events, understand the current selling points and business strategy, maintain target clients and achieve personal...

Job Responsibilities： 1. Complete personal performance targets, work around various KPI indicators to achieve the balance between process management, client base and revenue indicators. 2. Lead and manage team in client development and maintenance, bringing in new AUM/revenue to the firm. 3. Keep track of the global market trends and major events,...

Job DescriptionAs a Wealth Management Professional at Goldman Sachs Group, Inc., you will be responsible for serving as the liaison between clients and teams regarding inquiries. This role also involves analyzing and monitoring client portfolios, assisting with other aspects of managing client relationships, and driving compliance...

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...

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...

Responsibilities Champion the one-stop personal banking services at branches Explore and develop long-term banking relationships with customers Identify existing and prospective customers' needs of financial services, including both products & services Appropriately map and provide relevant and suitable financial products & services to meet existing and...

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. Customer Value...

Key Responsibilities Deliver comprehensive wealth planning solutions, utilizing insurance and trust products, to high net worth individuals and corporate clients for estate planning, succession planning, and asset protection. Serve as a subject matter expert on wealth planning and insurance/trust products, assisting both prospective and existing clients....

Company OverviewFargo Wealth Group Limited is a leading financial institution with multiple offices across the globe, including Hong Kong, Mainland China, and Singapore. We are committed to providing top-notch IT services to support our business operations.Job DescriptionWe are seeking an experienced IT Specialist to join our team as an IT Operations...

About UsCiti is a global leader in financial services, serving millions of people across hundreds of cities and countries every day. With over 200 years of experience, we provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions.Our ApproachWe take a unique approach to...

About Us">Green Lake Executive Search Co. Limited is a reputable recruitment agency specializing in asset management and financial services.">The Role">We are seeking an experienced Investment Consultant to join our team, focusing on wealth management and investment strategies for high net worth individuals.">Key Responsibilities">">Develop and implement...

Required knowledge: Report and communicate with clients, with a view to improve to quality and consistency Lead/support the development of new products by preparing concepts and business cases Good knowledge of the investment management industry A track record with investor relationships, capital raising, marketing and product development SFC Type 1,4 and 9...

- Overall responsible for P&L and KPI of wealth management business.  - Lead a sizable existing team including sales, product and investment, as well as supporting functions. Also mandated to further grow the business including driving new initiatives.   - Collaborate closely with other business lines including IBD, Markets, Asset Management for...

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...

Responsibilities Champion the one-stop personal banking services at branches Explore and develop long-term banking relationships with customers Identify existing and prospective customers' needs of financial services, including both products & services Appropriately map and provide relevant and suitable financial products & services to meet...

About the RoleWe are seeking a highly skilled and experienced Senior Wealth Management Specialist to join our team. As a key member of our Wealth Management group, you will be responsible for managing client relationships and delivering exceptional service.Key ResponsibilitiesYou will serve as a liaison between clients and internal teams, providing timely...

About CICCCICC, a renowned financial institution, seeks an experienced professional to lead its wealth management team in achieving business objectives. As a trusted advisor, you will be responsible for devising and implementing strategies that drive success in the region.Key Responsibilities1. Develop and execute comprehensive plans to meet target set by...