Wealth Management Advisor – Retirement

Provide professional financial services to our clients, including risk management, health protection, retirement planning and wealth accumulation. Managing the total wealth of clients by matching our financial and investment solutions to fulfill their financial needs. Develop corporate solutions and employee benefits plans for corporate clients. Promoting...

Management Trainee - Wealth Management & Insurance Open to ALL Bachelor's & Master's Graduates - No specific major required! Fast-Track to Leadership: Clear path to Senior Advisor / Team Lead in 12‑18 months Attractive Base Salary + High‑Performance Commissions & Bonuses Comprehensive Training Program: Master insurance products and sales strategies Job...

A financial services company in Hong Kong is seeking a Relationship Manager for Wealth Management. The role involves monitoring asset allocations, designing investment strategies, and conducting risk assessments. Candidates must hold HKSI Papers 1, 7, and 8, possess a Bachelor's degree in Finance or a related field, and have at least 3 years of experience....

Relationship Manager, Wealth Management (Welcome TTPS/ IANG) Monitor and adjust asset allocation investment plan Design and implement appropriate investment strategies and policies Conducting comprehensive risk assessment of portfolio investments Communicate asset allocation investment strategic to customers Requirements: Current holder of HKSI Paper 1,7,8...

A dynamic wealth management firm in Hong Kong is seeking a Wealth Management Associate to act as the liaison between clients and the team. This role requires strong communication and interpersonal skills, proficiency in English and Chinese, and a passion for digital innovation. Fresh graduates are encouraged to apply. The firm offers a competitive salary...

Get AI-powered advice on this job and more exclusive features. As a well-funded and fast-growing venture company, energetic and passionate talents is always our priority. There are many advantages to start your career in a next generation digital enabled venture company like us: Company Description ZIPP is a well-funded venture by Zurich Insurance (Hong...

A leading financial services provider in Hong Kong is seeking a Relationship Management Officer who will engage clients, provide tailored financial advice, and collaborate with the wealth management team. The role requires at least one year of experience in client-facing positions and relevant qualifications. An analytical mindset and excellent communication...

A financial services firm in Hong Kong is seeking individuals to provide professional financial services, manage client wealth, and develop corporate solutions. The role requires a bachelor's degree and preferably 1 year of experience in customer service or sales. Candidates should have excellent communication skills in English and Chinese, a proactive...

Wealth Management Consultant – Manulife Hong Kong & Macau Company Description Manulife has been a trusted name in Hong Kong for over 125 years, offering financial protection and wealth management solutions to individuals and families. Serving 2.4 million customers in Hong Kong and Macau, Manulife is recognized as the No. 1 MPF service provider and the...

A leading financial service provider is seeking an MPF Customer Service Officer / Assistant Manager in Hong Kong. In this role, you will provide market insights, manage client relationships, and offer financial services tailored to wealth management and retirement planning. The ideal candidate will have strong experience in customer service and wealth...