Wealth Planning Manager

Company Description JS Wealth serves High Net Worth Individuals and family trusts and estates. Its mission is to be the best multi-family office in Asia, providing outcomes-based planning and bespoke solutions with simplicity and transparency. Partnered with iFAST Global Markets, JS Wealth utilizes its fintech wealth management platform to access a broad...

Company OverviewJS Wealth is a leading multi-family office in Asia, dedicated to providing personalized wealth management solutions for High Net Worth Individuals and family trusts. Our mission is to deliver tailored outcomes-based planning and bespoke investment advice with transparency and simplicity.Job DescriptionWe are seeking a full-time Private Client...

Job OverviewThe Bank of Communications (Hong Kong) Limited seeks a highly skilled Wealth Planning Strategist to provide premium wealth management services to affluent clients.

About the CompanyJS Wealth is a pioneering multi-family office in Asia, committed to providing innovative wealth management solutions for High Net Worth Individuals and family trusts.Job SummaryWe are seeking an experienced Private Client Relationship Manager to join our team in Hong Kong SAR, who can provide exceptional client experiences through...

About the TeamOur Wealth Planning and Family Advisory team is a dynamic and collaborative group of professionals who are passionate about delivering exceptional client experiences. We work closely with relationship managers, product teams, and external partners to develop and execute strategies that drive business growth and deepen client relationships.The...

Fosun Wealth Holdings: A Leading Asset ManagerWe are a leading asset manager committed to delivering exceptional investment solutions to our clients. Our asset management division offers a wide range of products, including notes, structure notes, equity products, fixed income, and alternatives. We are seeking a talented Product Director to join our team and...

About UsAt JS Wealth, we strive to provide the best possible service to our clients, leveraging our fintech wealth management platform to access a broad range of investment assets.The RoleAs a Private Client Relationship Manager, you will be responsible for delivering exceptional client experiences through consultative financial planning advice, business...

High Net Worth Client Engagement This role involves building and maintaining relationships with high net worth banking clients, identifying their wealth management needs, and developing strategies to meet those needs through proactive business development and relationship building.Main Responsibilities:Develop and execute sales plans to promote wealth...

At St. James's Place, a globally recognised leader in wealth management, we offer you the autonomy to maximize your potential and develop your own client base within our prestigious organisation. Why St. James's Place? Impressive Scale : With £179 billion (circa $226 billion USD) in client funds under management, we set the industry standard for trust and...

Job DescriptionWe are looking for a Senior Wealth Management Professional to join our team at the Bank of China. In this role, you will be responsible for providing expert advice on wealth management solutions to our clients and developing strategic partnerships with external organizations.Main ResponsibilitiesConduct thorough financial analyses to identify...

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 Personal...

At IPS Group, we are seeking a highly skilled Wealth Management Expert to join our team. This is an exceptional opportunity to work with Ultra High-Net-Worth individuals and families, providing tailored wealth management services that align with their financial and legacy goals.The ideal candidate will have a proven track record of managing complex client...

Company Overview\DBS Bank offers a full-service banking experience for its clients. We provide a range of wealth management products and services to cater to our clients' needs.\Job Description\The Treasures Private Client Relationship Manager is responsible for driving business growth through promoting a full range of wealth management products and services...

Wealth and Personal BankingWealth and Personal Banking (WPB) helps deliver on HSBC's purpose by providing customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people.Our international network and breadth of expertise enable us to support individuals, families, business owners,...

About the RoleWe are seeking an experienced Executive Director, Private Wealth Management to join our team in Hong Kong. As a key member of our Wealth Planning and Family Advisory team, you will be responsible for developing and executing strategies to drive business growth, deepen client relationships, and deliver exceptional customer experiences.The...

Established in Hong Kong, Ethos BeathChapman is a well-respected international advisory business providing wealth planning solutions. As our new Head of Client Services, you will lead a high-performing team to drive results and growth. Your exceptional leadership experience will enable you to steer and manage the existing team effectively. Degree holder...

About Fargo Wealth GroupFargo Wealth Group is a leading financial services company that provides innovative solutions to its clients.We are seeking an experienced IT Specialist to join our team, responsible for managing the entire group's IT operations, including basic network communication, server and data center management, data storage and backup,...

Job DescriptionWe are seeking an experienced Product Director to lead our asset management product team at Fosun Wealth Holdings. The successful candidate will be responsible for developing and executing our overall product strategy and roadmap, including positioning, feature enhancements, and market expansion across various product lines.Main...

Ateca Consulting is a leading provider of private banking services, with a reputation for excellence and expertise in wealth management.We are currently seeking a highly skilled Director of Wealth Management to join our team, who will be responsible for building and managing a portfolio of high net worth individuals and ultra-high-net-worth clients.The ideal...

Job DescriptionWe are seeking a highly skilled Strategic Wealth Planning Consultant to join our team. As a key member of our Private Banking department, you will be responsible for identifying and assessing client needs, providing professional advice, and premium service to high-net-worth individuals.About Hang Seng Bank LimitedHang Seng Bank Limited is...