Director of Client Wealth Management

Role SummaryWe are seeking a highly motivated and experienced Investment Consultant to join our team at Fargo Wealth Group. As an Investment Consultant, you will be responsible for providing expert advice on investment management and delivering exceptional client service.Main Responsibilities:Provide personalized investment recommendations to high-net-worth...

We are seeking a highly skilled and experienced Director to join our team at Be Myjob Company Limited. As a key member of our organization, you will play a vital role in shaping the future of our business.About the RoleThis is an exciting opportunity for a talented Private Banking Banker to take on a leadership position within our company. You will be...

About AIA Hong Kong and Macau Associate Wealth Management Director - Are you passionate about financial planning and ready to take your career to the next level?We're looking for individuals who are self-driven, resilient, and results-oriented. With at least a high school diploma (related experience is a bonus), you'll excel in communication and...

Wealth Management Cube Ltd seeks a skilled Asset Settlement Professional to join their Finance team. The successful candidate will be responsible for:Managing client money transactions, including deposits, withdrawals, FX, and internal transfersEnsuring timely and accurate funds settlementCollecting and processing feesMonitoring transaction compliance and...

Client Relationship DirectorWe are seeking an experienced Client Relationship Director to join our team in Asia. As a Client Relationship Director, you will play a key role in driving business growth and deepening client relationships across the region.About the RoleThe ideal candidate will have a proven track record in managing large, strategic client...

Asset Allocation DirectorAre you a seasoned professional looking for a new challenge? Do you have a passion for asset allocation and a proven track record of delivering successful investment strategies? We are seeking an Asset Allocation Director to join our team at Chubb Investment Management and lead the development of our asset allocation strategies.About...

Wealth Investment Services OpportunityElevate your career as a Vice President/Associate Director in our Wealth Investment Services team.About the Position:Create customized investment plans to cater to clients' needs and risk profiles.Nurture long-term partnerships with clients via regular updates and clear communication.Promote a range of financial...

About the RoleThis is an exciting opportunity to join the Bank of China's private banking team as a Client Relationship Director. You will be responsible for building and maintaining strong relationships with high net worth individuals, delivering tailored financial solutions and achieving business growth.

The role of the Account and Settlement Officer at Wealth Management Cube Ltd involves handling daily client money transactions, ensuring timely funds settlement, collecting fees, managing transaction compliance, maintaining daily reconciliations, confirming fund transfers, and performing ad-hoc duties.Key responsibilities include:Client money management:...

About HSBC Global Private BankingHSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts provides tailored solutions for clients' investment needs, succession planning, portfolio management, and philanthropy support.We are seeking a high...

As a Financial Operations Specialist at Wealth Management Cube Ltd, you will be responsible for:Managing client money transactions, including deposits, withdrawals, FX, and internal transfersEnsuring timely and accurate funds settlementCollecting and processing feesMonitoring transaction compliance and riskMaintaining daily reconciliationsConfirming fund...

We are looking for a Wealth Management Professional to join our team at CLSA. As a Financial Portfolio Advisor, you will be responsible for assisting front office staff to generate revenue from wealth management products/wealth planning services by providing client portfolio advisory to private wealth clients on multi-asset classes.In this role, you...

HK Job Consulting is seeking a highly skilled Wealth Management Professional to join its team. This role involves working with high-net-worth individuals to develop and implement personalized wealth management strategies.The ideal candidate will have a strong background in finance, excellent communication skills, and the ability to build and maintain strong...

As a Branch Sales Manager at HSBC, you will play a key role in leading a team of Premier Relationship Managers and HSBC Premier Elite Directors to deliver exceptional customer service and drive sales growth.About the BranchOur international network and breadth of expertise enable us to support individuals, families, business owners, investors and...

Job DescriptionFargo Wealth Group is seeking an experienced Investment Consultant to provide comprehensive investment related services to Account Managers and high-net-worth customers. As an Investment Consultant, you will be responsible for tailor-made investment proposal preparation, portfolio analysis, and product selection.Responsibilities:Act as a...

About UsDBS Bank is a leading financial institution in Asia, offering a comprehensive range of financial services to meet the diverse needs of our clients. We are committed to providing high-quality, timely and extensive wealth management, investment and financial solutions to our clients.We are seeking a Wealth Management Professional to join our team, who...

River Delta Wealth ManagementWe offer a comprehensive range of services, including asset and investment management, succession planning strategies, and wealth structuring, all integrated into a seamless family office and asset management experience.About Our Team:Our team is comprised of experienced professionals dedicated to providing exceptional service to...

River Delta Wealth ManagementWe are a comprehensive family office and asset management platform dedicated to safeguarding our clients' long-term financial futures.About Us:Our mission is to provide expert investment advice, tailored to each client's unique needs and goals.Job Description:Fund of Hedge Funds AnalystKey Responsibilities:Participate in fund of...

About the RoleWe are seeking a seasoned Private Banking Director to drive business growth and expansion in our Hong Kong office. As a member of our team, you will have the opportunity to develop your skills and expertise while working with a prestigious global private bank.Key Responsibilities:Portfolio Management: Manage $300M+ portfolios for HNW/UHNW...

2 days ago Be among the first 25 applicantsDirect message the job poster from AIA Hong Kong and MacauAIA Hong Kong and Macau Associate Wealth Management DirectorAre you passionate about financial planning and ready to take your career to the next level?Do you dream of a role where your hard work directly translates into high income, career growth, and...