Wealth Planning Manager

A financial consultancy firm in Hong Kong is seeking a Wealth Management Consultant to assist clients with wealth management and financial planning. This full-time hybrid role involves developing tailored financial strategies and guiding clients in investments and retirement planning. The ideal candidate will possess excellent communication and interpersonal...

(Banking Experience Welcomed) Financial Planning Manager / Wealth Management Manager / Team Manager 1 day ago Be among the first 25 applicants Direct message the job poster from Manulife Hong Kong and Macau Company Description Manulife has been a trusted financial institution in Hong Kong for over 126 years, serving 2.4 million customers across Hong Kong...

Role Description This full-time hybrid role involves assisting clients with wealth management and financial planning needs. As a Wealth Management Consultant, your responsibilities include developing and executing tailored financial strategies, guiding clients in investments, retirement planning, and holistic wealth preservation. A combination of on-site...

Entrepreneur | Family Office Advisor | Impact Community Leader | Soul Business Architect Company Description Heru is Asia's first AI platform that enhances human-to-human selling. We believe AI will augment, not replace, human agents. Our patent‑pending, domain‑specific recommendation engine makes professional, need‑based advice accessible to all...

A financial services company in Hong Kong is seeking a motivated individual for a wealth management role. Responsibilities include conducting investment research, designing wealth management plans, and preparing performance reports. Candidates should possess strong analytical and communication skills, with a preferred background in business or economics....

1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Mercor is hiring on behalf of a next-generation wealth advisory group that combines personalized financial planning with data-driven insights and AI-enhanced portfolio solutions. We’re seeking an experienced Wealth Advisor / Private Client Advisor to...

Lead Product Manager, Client Digital Experience (Wealth Management) We are seeking a Lead Product Manager for our Client Mobile App, the hands‑on owner and builder of our flagship digital product within our wealth management transformation. This individual will be the voice of the client and the advisor, responsible for defining, building, and launching...

A next-generation wealth advisory group is seeking an experienced Wealth Advisor to manage relationships with high-net-worth clients. This role involves developing bespoke financial plans and conducting portfolio evaluations. Ideal candidates will have over 5 years in wealth management, a proven track record with substantial client assets, and strong...

A cutting-edge AI company in Hong Kong is seeking an AI Wealth Manager to develop financial strategies and oversee investment portfolios. You will leverage innovative AI tools while working to build and transform a new sales culture. Ideal candidates should possess strong financial planning and sales skills, alongside fluency in English, Cantonese, and...

Relationship Manager – Wealth Management To deepen existing client relationships and acquire new clients through own network. To provide clients with critical market dynamics, investment ideas, concepts of asset protection and transition. To match clients’ needs with effective and comprehensive product solutions. To successfully constitute clients’...