UHNW Wealth Planning Analyst

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.,...

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...

Wealth Planning Analyst - Investment Bank 3 days ago Be among the first 25 applicants 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...

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 banking consulting firm in Hong Kong is seeking an Investment Consultant to strengthen business relationships with retail and UHNW customers. The candidate will leverage wealth management solutions to help achieve clients' financial goals and support branch sales through briefing sessions on investment products. Ideal applicants will hold a degree...

A global financial services leader in Hong Kong is seeking an experienced UHNW Banker, Vice President. This role focuses on acquiring and nurturing Ultra High Net Worth client relationships, delivering exceptional client service through teamwork and regulatory adherence. Candidates should have at least 7 years of wealth management experience, strong client...

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...

An Investment Bank in Hong Kong is seeking a Wealth Planning Analyst to serve ultra-high-net-worth clients by providing financial strategies and investment opportunities. This entry-level position requires a university degree in Finance or a related field and proficiency in Cantonese, Mandarin, and English. Candidates with 0-3 years of wealth planning...

A leading wealth management firm is seeking an experienced professional in Hong Kong to develop and define market strategies while managing HNW/UHNW clients. The role demands a minimum of 8 years in relationship management and requires proven leadership skills, strategic business planning ability, and fluency in one or more Asian languages along with English...