Wealth Management Operations Coordinator

Operations Manager, Wealth Management,The role of an Operations Manager, Wealth Management at CLSA involves overseeing internal operations procedures in strict compliance with the company's guidelines and policies. Key responsibilities include maintaining client account information and settlement instructions for both front and back office systems, ensuring...

Senior Wealth Management Operations LeadThe Operations Manager plays a pivotal role in overseeing the day-to-day activities of CLSA's wealth management operations. This involves ensuring that all internal procedures are compliant with company guidelines and policies.Key ResponsibilitiesMaintain accurate client account information across front and back office...

As a key member of Bank Of China (Hong Kong) Limited, the successful candidate will be responsible for driving digital transformation initiatives in our Wealth Management department.About the RoleThe Business Technology Manager (Portfolio Management / Investment Advisory) plays a vital role in shaping our business strategy through effective IT solutions....

About the RoleWe are seeking an experienced Wealth Management Professional to join our team as an Assistant Manager. In this role, you will be responsible for managing client relationships and delivering a wide range of private wealth management services to External Asset Management (EAM)/ Introducing Broker(IB) institutional clients.Key...

AIA International Limited is driving an innovative movement to create a healthier, more sustainable future for everyone.About the RoleAs the Senior Principal /Associate Director of Life & Wealth Management Strategy team, you will be responsible for formulating wealth management propositions, driving business strategies, developing and executing sales &...

Job DescriptionWe are seeking a highly skilled Wealth Management Specialist to join our team at Goldman Sachs Group, Inc. This role will involve working closely with clients to provide exceptional service and support.About the RoleThis is an exciting opportunity for a motivated and results-driven individual to join our Wealth Management team. As a Wealth...

About Dah Sing Financial GroupAt the forefront of Hong Kong's financial services landscape, our group has been dedicated to providing innovative solutions and exceptional customer experiences for over decades. As a pioneering force in banking, insurance, and related services, we continue to evolve and expand our reach through our extensive network of...

About Hang Seng Bank LimitedWe are committed to service excellence, focusing on personal wealth management and financial services through our one-stop wealth management initiatives. Our goal is to provide best-in-class products and services to over half of the adult population in Hong Kong.Job SummaryWe seek a high-caliber professional to manage...

Job Title: Wealth Management ExpertWe are seeking a skilled professional to manage client portfolios and provide exceptional service.Serve as the primary point of contact for clients, providing timely and accurate information regarding their inquiries and account activities.Analyze and monitor client investments, ensuring alignment with their financial goals...

Company OverviewBrookfield Asset Management, Inc. is a leading global alternative asset manager with a rich history dating back over 100 years. Our diverse portfolio includes real estate, renewable power, infrastructure, and private equity investments, totaling $1 trillion in assets under management.We are committed to delivering strong risk-adjusted returns...

We are committed to building connections, understanding and trust between people in the UK and countries worldwide. Our mission is to support individuals to gain skills, confidence and connections to transform their lives and shape a better world in partnership with the UK.We work directly with individuals to help them achieve their goals, whether it's...

About Dah Sing Financial GroupCompany OverviewWe are a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through our extensive network of branches in Hong Kong, Macau and Mainland China.We pride ourselves on our values of caring, teamwork and progressiveness. We believe that everyone is unique and...

Job Title: Office Operations CoordinatorAs an Office Operations Coordinator at Mass Transit Railway, you will be responsible for coordinating our office's day-to-day operations, ensuring everything runs smoothly and efficiently.About Our Team:We are a dynamic team of professionals committed to delivering exceptional service to our customers. Our team values...

We foster global connections and mutual understanding by supporting individuals and communities worldwide. Our team empowers people to develop essential skills, build meaningful relationships, and drive positive change.Our work spans over 200 countries and territories, with a presence in more than 100 locations. In recent years, we have reached a significant...

About AirwallexAirwallex is the premier unified payments and financial platform for global businesses. Leveraging our proprietary infrastructure and software, we empower over 100,000 companies worldwide to manage their financial operations with ease.Founded in Melbourne, we have a team of over 1,500 innovative professionals located across more than 20...

Role OverviewThe British Council is seeking an experienced Strategic Operations Coordinator to join its team in Hong Kong. This role will provide critical support to the Country/Territory Director, ensuring the effective management of key relationships and the efficient delivery of the Directorate's management responsibilities.Key Responsibilities:Meeting...

Key ResponsibilitiesDeliver the full range of wealth management and banking services to HSBC's high net worth individual clients, establishing and managing relationships to grow portfolio assets under management and revenue.Identify and leverage business development opportunities across HSBC's channels, network, and brand to pursue growth with a focus on...

Company OverviewFargo Wealth Group Limited is a leading wealth management firm committed to providing exceptional investment services to our clients.

About the RoleThe Business Operations Coordinator will play a key role in supporting the achievement of our organisational goals by providing direct support to the Country/Territory Leadership Team and Country/Territory Director.Main Responsibilities:Support the Director to ensure the country/territory operation has effective governance as per British...

Key ResponsibilitiesWe are seeking an experienced and results-driven Executive Wealth Manager to join our team at DARMAX GLOBAL. In this role, you will be responsible for building and maintaining strong relationships with high-net-worth individuals and families, providing them with exceptional service and ensuring their financial goals are met.Client...