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...

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 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 financial services company in Hong Kong is seeking a motivated individual to conduct financial needs analysis and provide tailored wealth management proposals to clients. The ideal candidate will have a diploma or degree, preferably in finance or related fields, and a basic understanding of financial markets. Proficiency in English and Chinese, including...

A wealth management company in Hong Kong is seeking a Personal Assistant to support the Vice President with client inquiries and administrative tasks. The ideal candidate should possess strong Excel skills and be detail-oriented, with proficiency in both English and Chinese. Responsibilities include product analysis, handling correspondence, and performing...

A leading wealth management firm in Hong Kong is seeking a Personal Assistant to the Vice President to handle client communications and perform product analysis. The role requires proficiency in English and Chinese, as well as strong skills in MS Office, particularly Excel. The candidate should be detail-oriented and able to work under tight deadlines. This...

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...

Blackhorn Wealth Management is an independent asset management firm based in Hong Kong with SFC Type 4 & Type 9 licenses. Our team draws on decades of experience in private wealth and institutional investing to provide best‑class wealth solutions for our clients and their families. Our mission is simple: we provide clients with informed investment...

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 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...