Wealth Planning Manager

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...

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 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...

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...

Wealth Planning Officer / Management Trainee Add expected salary to your profile for insights Join our wealth planning service team, to protect others’ health and wealth, and bring value to individuals and families ! Job Highlights Growth industry : With the longevity of the population, the decline in cash purchasing power and the rise in medical expenses,...

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 prominent financial institution in Hong Kong is seeking a Wealth Planning Manager to provide wealth management services to high-net-worth customers. The ideal candidate should have at least 3 years of experience handling investment portfolios and a degree at HKQF level 5. Responsibilities include expanding the client base and ensuring compliance with...

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. International Wealth and Premier...