VP, Goals-Based Wealth Planning

A leading global financial services firm in Hong Kong is seeking a Vice President for Wealth Management focusing on Goals-Based Planning. This role requires collaboration with advisors to enhance client engagement through tailored financial strategies. Candidates should have at least 7 years of experience in asset allocation and must be fluent in both...

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 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...

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...

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...

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...

A leading financial institution in Hong Kong is seeking a Financial Planning Manager (Insurance Specialist) to enhance client relationships and drive bancassurance sales. You will play a key role in achieving strategic goals in wealth management and provide tailor-made advice to clients. The ideal candidate requires at least 3 years of insurance sales...

A prominent Private Wealth Management Bank in Hong Kong is seeking a Regional Business Finance VP. This role involves providing value-added management reports, conducting regional revenue analysis, and ensuring compliance with local GAAPs. Candidates should have over 8 years of experience in FP&A and budgeting, with strong communication skills and a good...