VP, Goals-Based Wealth Planning

At JP Morgan, Goals-based planning is the cornerstone of how we forge lasting relationships. With a dynamic, client-centric approach, we place our clients' aspirations at the heart of every investment strategy—empowering them to reach meaningful milestones and realize the life they envision. As a Vice President in the Goals-Based Planning Team, you will...

A global financial services firm is seeking a Vice President in Hong Kong to lead goals-based planning. You will work closely with advisors in North Asia, facilitating comprehensive planning conversations and leveraging analytical tools. The ideal candidate has over 7 years of experience in asset allocation and portfolio management, fluency in English and...

A wealth management company in Hong Kong is seeking a Personal Assistant to support the Vice President with client inquiries and administrative tasks. The ideal candidate should possess strong Excel skills and be detail-oriented, with proficiency in both English and Chinese. Responsibilities include product analysis, handling correspondence, and performing...

A leading wealth management firm in Hong Kong is seeking a Personal Assistant to the Vice President to handle client communications and perform product analysis. The role requires proficiency in English and Chinese, as well as strong skills in MS Office, particularly Excel. The candidate should be detail-oriented and able to work under tight deadlines. This...

A leading financial services firm located in Hong Kong is seeking an experienced professional to develop relationships and manage prospective client situations in the wealth planning and life insurance space. The ideal candidate will hold a Bachelor's degree, possess 8 to 12 years of relevant experience, and demonstrate strong analytical and communication...

Overview Join to apply for the VP, Private Wealth role at Franklin Templeton . At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors...

VP/SVP/D/ED (Team Head) – Wealth Management & Institutional Sales Oversee subordinates in performance evaluations and build an efficient sales team; Lead the team to explore the market and fulfill revenue-generation targets; Expand cooperation with Chinese and global market institutions to grow the institutional client base and channel network; Expand...

Provide full range of wealth management services to a designated portfolio of high-net-worth customer. Expand the existing client base by exploring potential customers in the market. Degree holder or equivalent qualification at HKQF level 5. Minimum 3 years' experience in handling investment portfolio of affluent customers. Passes in MPF, Insurance,...

VP/SVP/D/ED (Team Head) – Wealth Management & Institutional Sales Oversee subordinates in performance evaluations and build an efficient sales team. Lead the team to explore the market and fulfill revenue‑generation targets. Expand cooperation with Chinese and global market institutions to grow the institutional client base and channel network. Formulate...

Wealth Planning Manager Bank of Communications (Hong Kong) Limited ("Bank of Communications (Hong Kong)") is a wholly owned subsidiary of Bank of Communications Co., Ltd. It provides personal, corporate and private banking services through 43 outlets, 4 business service centres and its private banking centre in Hong Kong. With an extensive network across the...