Insurance & 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...

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...

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 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...

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....

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....

Wealth Planning Analyst - Investment Bank This is an exciting opportunity to join an Investment Bank as Wealth Planning Analyst, serving UHNW clients, providing financial strategies and access to sophisticated expertise and investment opportunities. Description Coordinate onboarding of insurance products and external service providers (e.g., independent...

Investment Bank Wealth Planning About Our Client This is an exciting opportunity to join an Investment Bank as Wealth Planning Analyst, serving UHNW clients, providing financial strategies and access to sophisticated expertise and investment opportunities. Job Description Coordinate onboarding of insurance products and external service providers (e.g.,...

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 leading investment bank in Hong Kong is looking for a Wealth Planning Analyst to serve ultra-high net worth clients. The role involves coordinating insurance product onboarding, providing administrative support, and conducting strategic data analysis. Candidates should have a degree in Finance or a related field, with 0-3 years of experience in wealth...