Wealth Management Consultant

A financial consultancy firm in Hong Kong is seeking a Wealth Management Consultant to assist clients with wealth management and financial planning. This full-time hybrid role involves developing tailored financial strategies and guiding clients in investments and retirement planning. The ideal candidate will possess excellent communication and interpersonal...

Entrepreneur | Family Office Advisor | Impact Community Leader | Soul Business Architect Company Description Heru is Asia's first AI platform that enhances human-to-human selling. We believe AI will augment, not replace, human agents. Our patent‑pending, domain‑specific recommendation engine makes professional, need‑based advice accessible to all...

Digital Business Analyst – Wealth/Investment Products Seeking a Digital Business Analyst to enhance wealth/investment products by defining requirements, analyzing customer behavior, conducting market research, and driving innovative digital solutions for seamless feature rollouts. Job Summary We are seeking an experienced Digital Business Analyst to...

A financial services company in Hong Kong is seeking a motivated individual for a wealth management role. Responsibilities include conducting investment research, designing wealth management plans, and preparing performance reports. Candidates should possess strong analytical and communication skills, with a preferred background in business or economics....

Overview Wellington Management is seeking an experienced Relationship Manager to support the relationship management needs of the distribution business in Asia for our Global Wealth team, based either in Hong Kong or Singapore. This individual will work closely with the Business Development Managers on our distribution (sub-advisory and private wealth...

Lead Product Manager, Client Digital Experience (Wealth Management) We are seeking a Lead Product Manager for our Client Mobile App, the hands‑on owner and builder of our flagship digital product within our wealth management transformation. This individual will be the voice of the client and the advisor, responsible for defining, building, and launching...

(Banking Experience Welcomed) Financial Planning Manager / Wealth Management Manager / Team Manager 1 day ago Be among the first 25 applicants Direct message the job poster from Manulife Hong Kong and Macau Company Description Manulife has been a trusted financial institution in Hong Kong for over 126 years, serving 2.4 million customers across Hong Kong...

Relationship Manager – Wealth Management To deepen existing client relationships and acquire new clients through own network. To provide clients with critical market dynamics, investment ideas, concepts of asset protection and transition. To match clients’ needs with effective and comprehensive product solutions. To successfully constitute clients’...

A leading financial services firm in Hong Kong is seeking a Lead Product Manager to oversee the development of a mobile app for wealth management. The ideal candidate will have 5–8 years of experience in digital product management and a strong background in wealth management and client-facing applications. This role involves defining product vision,...

Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. 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 and...