Wealth Investment Solutions Specialist

Product Specialist, Product & Investment Solutions, Wealth Management Join to apply for the Product Specialist, Product & Investment Solutions, Wealth Management role at CLSA We are seeking an experienced Wealth Planning Specialist (Trust and Insurance focus) to enhance our product distribution business and drive the growth of our regular product program to...

A leading multilateral development bank in Hong Kong is seeking a (Senior) Investment Solutions Specialist to enhance climate finance initiatives. The role involves supporting projects aligned with the Paris Agreement, conducting climate risk assessments, and collaborating with specialists to develop comprehensive solutions. Candidates should possess...

Add expected salary to your profile for insights Engage with corporate clients to understand their business needs and objectives. Develop customized solutions and proposals to meet client requirements. Present and demonstrate solutions effectively to clients and stakeholders. Collaborate with cross-functional teams including sales, product development, and...

Wealth Management Specialist / Retirement Planner / High Net Worth Advisor Design and implement strategic financial plans, including retirement planning, wealth preservation, protection, and investment solutions. Conduct comprehensive consultations to understand client objectives and tailor personalized financial strategies. Build and nurture lasting...

Wealth Management - Alternative Investments Specialist- Analyst (based in Hong Kong) Join to apply for the Wealth Management - Alternative Investments Specialist- Analyst (based in Hong Kong) role at JPMorganChase Wealth Management - Alternative Investments Specialist- Analyst (based in Hong Kong) Join to apply for the Wealth Management - Alternative...

A leading wealth management company in Hong Kong seeks a Solutions Specialist to engage corporate clients, understand their needs, and develop customized solutions. You will present solutions, collaborate with various teams, and manage client relationships throughout the solution lifecycle. Candidates should have a diploma in Business Administration and...

(Senior) Investment Solutions Specialist - Climate (Base in Beijing) Add expected salary to your profile for insights (Senior) Investment Solutions Specialist - Climate The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is financing Infrastructure for Tomorrow in Asia and beyond-infrastructure with sustainability...

Wealth Management - Alternative Investments Specialist- Analyst (based in Hong Kong) Join to apply for the Wealth Management - Alternative Investments Specialist- Analyst (based in Hong Kong) role at JPMorganChase Wealth Management - Alternative Investments Specialist- Analyst (based in Hong Kong) Join to apply for the Wealth Management - Alternative...

A leading banking institution in Hong Kong is seeking a qualified candidate for a strategic role focusing on wealth management. Key responsibilities include formulating business strategies with branch management, delivering high-quality solutions, and providing technical support to sales staff. The ideal candidate should have at least 5 years of experience...

A global financial institution in Hong Kong is looking for a Vice President / Assistant Vice President, Investment Specialist to provide tailored wealth advisory services to high-end clients. Candidates must possess a university degree in a relevant field, strong background in investment products, and sales experience in the financial or insurance industry....