Wealth Management Manager/Internship/Associate Director

Welcome to Leo Wealth, a wealth management firm providing comprehensive services and individual guidance on tax preparation, estate planning, investments, and insurance. With offices in Asia and the United States, our diverse team of over 50 professionals delivers personalized solutions to clients at every stage of life and wealth. We are 100% independent,...

AIA International Limited is driving an innovative movement to create a healthier, more sustainable future for everyone.About the RoleAs the Senior Principal /Associate Director of Life & Wealth Management Strategy team, you will be responsible for formulating wealth management propositions, driving business strategies, developing and executing sales &...

**Job Description**: We are seeking a highly motivated and results-driven Strategic Wealth Management Associate to join our Private Banking team in Hong Kong. As a key member of our team, you will play a vital role in supporting investment consultants in analyzing market trends and preparing investment proposals.Key Responsibilities:Analyze Market Trends:...

Hong Kong, Hong Kong SAR 2 weeks ago Be among the first 25 applicants Direct message the job poster from CL-Confidence Job Highlights Job Responsibilities: Conducts fundamental analysis to provide financial planning advice and guidance. Stays up-to-date with market and regulations to remain knowledgeable on industry standards. Applies previous experiences to...

(Fresh Grad/IANG/TTPS are welcome) Management Trainee/Financial Consultant, Wealth Advisor /Internship Be our Management Trainees (District Level), you will explore: Stream A: Fresh Graduates Hands On Client Relationship Experience Marketing Program - Digital and Online Sales Program - Promotion, Seminar and Presentation Human Resources Management -...

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,...

At AIA we've started an exciting movement to create a healthier, more sustainable future for everyone. It's about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030. And as part of our marketing,...

Company Overview:CICC, a leading financial institution, is seeking an experienced wealth management professional to join our team as a Strategic Wealth Director. In this role, you will be responsible for managing and growing our affluent client base, driving revenue growth, and delivering exceptional client service.Job Description:As a Strategic Wealth...

Salary: HKD75000 - HKD100000 per month + Bonus Associate Director, IT Audit Company: Our client is a large local conglomerate in Hong Kong, which plays a vital role in retail, property development, property management, hospitality, facilities management and construction sector. We are seeking a talented individual to join them as Associate Director, IT...

Company OverviewDeutsche Bank's IPB business is a leading wealth manager worldwide, offering clients a comprehensive range of traditional and alternative investment solutions. As a trusted partner for wealthy individuals and entrepreneurs, family offices, and foundations, we create lasting value through bespoke solutions. Our global network and close...

About Hang Seng Bank LimitedWe are committed to service excellence, focusing on personal wealth management and financial services through our one-stop wealth management initiatives. Our goal is to provide best-in-class products and services to over half of the adult population in Hong Kong.Job SummaryWe seek a high-caliber professional to manage...

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...

Greater China, Experienced Private Banker, Director to Managing Director 3 days ago Be among the first 25 applicants Direct message the job poster from Privee Associates Role Description My client is a leading boutique Private Bank with offices in both Hong Kong and Singapore in addition to Europe and the Middle East. My client has over 100 years of history...

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...

Location Hong Kong - 8 Finance Street, Two IFC, 57/F, Suites 5712-13 Business - Brookfield Oaktree Wealth Solutions Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a...

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: Details of the Division and Team: Deutsche Bank's IPB business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family...

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...

Key ResponsibilitiesDeliver the full range of wealth management and banking services to HSBC's high net worth individual clients, establishing and managing relationships to grow portfolio assets under management and revenue.Identify and leverage business development opportunities across HSBC's channels, network, and brand to pursue growth with a focus on...

Key ResponsibilitiesWe are seeking an experienced and results-driven Executive Wealth Manager to join our team at DARMAX GLOBAL. In this role, you will be responsible for building and maintaining strong relationships with high-net-worth individuals and families, providing them with exceptional service and ensuring their financial goals are met.Client...