Global Wealth Planning Specialist

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...

Insurance Specialist - Wealth Planning Consultant Add expected salary to your profile for insights Join Jumbolife Limited as an Insurance Specialist and play a pivotal role in driving our sales forward. We are looking for a proactive and self‑motivated professional to provide new business development and ensure quality service to our clients....

A leading insurance company in Hong Kong is seeking an Insurance Specialist - Wealth Planning Consultant to drive sales and service clients effectively. The ideal candidate should have a minimum of 2 years' experience in wealth management or insurance, possess strong sales and interpersonal skills, and a solid educational background. This role offers a...

A major global bank in Hong Kong seeks a Wealth Planning Associate to support wealth structuring efforts and client prospecting. The ideal candidate has a degree in Business Administration or related fields, along with experience in financial institutions. Proficiency in English and Cantonese is required, while Putonghua is a plus. This role involves...

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,...

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...

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 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...

A leading asset management firm in Hong Kong is looking for a Wealth Management Operation Officer. This role focuses on supporting the Wealth Management business by handling operations and service requests. The ideal candidate will have a degree in a related field, strong proficiency in English and Chinese, as well as excellent interpersonal skills. A...