Wealth Planning Analyst

Wealth Planning Analyst - Investment Bank This is an exciting opportunity to join an Investment Bank as Wealth Planning Analyst, serving UHNW clients, providing financial strategies and access to sophisticated expertise and investment opportunities. Description Coordinate onboarding of insurance products and external service providers (e.g., independent...

A leading recruitment firm in Hong Kong is seeking a Wealth Planning Analyst to join an Investment Bank. The role involves serving ultra high-net-worth clients by providing comprehensive financial strategies, coordinating insurance onboarding, and conducting strategic data analysis. Candidates should have a degree in Finance or related fields and proficiency...

A leading investment bank in Hong Kong is looking for a Wealth Planning Analyst to serve ultra-high net worth clients. The role involves coordinating insurance product onboarding, providing administrative support, and conducting strategic data analysis. Candidates should have a degree in Finance or a related field, with 0-3 years of experience in wealth...

Investment Bank Wealth Planning About Our Client This is an exciting opportunity to join an Investment Bank as Wealth Planning Analyst, serving UHNW clients, providing financial strategies and access to sophisticated expertise and investment opportunities. Job Description Coordinate onboarding of insurance products and external service providers (e.g.,...

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...

With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally. We have representatives across Hong Kong,...

Wealth Planning Associate Some careers shine brighter than others. If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. 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....

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 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 financial services company in Hong Kong is seeking a motivated individual to conduct financial needs analysis and provide tailored wealth management proposals to clients. The ideal candidate will have a diploma or degree, preferably in finance or related fields, and a basic understanding of financial markets. Proficiency in English and Chinese, including...