Wealth Creation Consultant

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...

AIA is committed to providing exceptional customer service and delivering value to our clients.We are seeking a highly skilled and motivated individual to join our Wealth Management team as a Wealth Manager.Your key responsibilities will include:Providing wealth management services to high net worth clients.Maintaining and developing strong relationships...

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 the JobFargo Wealth Group is seeking a skilled Investment Consultant to provide expert advice on investment management and deliver exceptional client service. As an Investment Consultant, you will be responsible for developing and implementing customized investment plans for high-net-worth clients.Key Responsibilities:Conduct thorough customer...

IPP Financial Advisers Holdings Limited Kowloon, Hong Kong SAR2 days ago Be among the first 25 applicantsPartner of IPP Financial Advisers Holdings LimitedWe are currently seeking a high caliber professional to join our team as a Wealth Management Consultant.As the leader in wealth management,IPPis offering innovative and intelligent solutions to thousands...

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...

About the RoleThe Investment Consultant will be responsible for delivering exceptional client service and providing expert advice on investment management. This role requires strong analytical skills, attention to detail, and excellent communication abilities.Key Responsibilities:Develop and implement customized investment plans for high-net-worth...

Are you a driven and ambitious professional with a passion for financial services? Do you thrive in fast-paced environments and enjoy working with people? If so, we'd love to hear from you!We're seeking a talented Financial Advisor to join our team at Acuma Hong Kong. As a key member of our team, you'll be responsible for supporting a portfolio of clients...

Pension and Retirement ExpertiseMercer is seeking a Senior Consultant to join our Wealth team in Hong Kong. This role will involve leading projects related to pension and retirement needs of corporate and government clients.About the RoleThe ideal candidate will have 10+ years of experience in the pension advisory industry, including client-facing duties....

Mercer's Wealth team is committed to helping clients achieve their financial goals. As an Investment Consultant, you will play a key role in this effort.This is a unique opportunity to work on challenging projects and develop your skills in a dynamic and supportive environment.Assist in client's portfolio management analysis, including asset allocation,...

At Anonymous, we are seeking highly motivated individuals to join our elite leadership team as Financial Consultants. As a key member of our wealth management services provider, you will play a crucial role in delivering exceptional client experiences.About the Role:You will be responsible for providing professional wealth management services to clients,...

Wealth Management Manager/Trainee (Fresh Graduated Welcome)1 week ago Be among the first 25 applicantsClient-facing role with high-net-worth individuals (HNWIs)Building tailored financial portfolios to meet client's financial and insurance needsProviding business solutions to listed companies and corporate clientsTeam-building and leadership development...

Senior Consultant (Pensions / Retirement) We are seeking a talented individual to join our Wealth team at Mercer. This role will be based in Hong Kong. This is a hybrid role that has a requirement of working at least three days a week in the office. What can you expect? We are currently seeking to add to our investment and retirement consulting team. This...

Welcome to Ernest MaudeWe are a leading provider of financial services, committed to delivering expert advice on mortgages, investments, insurance, and wills to our clients.Job DescriptionThis is a full-time hybrid role for a Senior Consultant at Ernest Maude. The successful candidate will provide expert advice on financial planning, investments, insurance,...

About GUMGUM | Your MPF & EB Expert | Hong Kong is a prestigious boutique consulting firm in the Health and Wealth Industry, dedicated to providing MPF solutions and financial consulting services. Our mission is to give you more inspiration, wealth, and happiness.Our CultureWe believe in creating a fast-learning environment where our staff can learn through...

We are an established, globally active management consulting company with offices in Switzerland, Germany, Austria, UK, USA, Singapore, Hong Kong, the Philippines, Australia, Indonesia and India. We are a valued partner to many of the world's largest international financial services and insurance firms. We support our clients at all project management stages...

1 week ago Be among the first 25 applicants Direct message the job poster from BOC Group Life Assurance Company Limited Joey Kam, AChFP, Medical Insurance Specialist BOC Life rooted in Hong Kong with a strong background. Our life insurance business was launched in Hong Kong in 1998 by the main shareholders BOC Hong Kong (Holdings) Limited ("BOC Hong Kong")...

About the Opportunity: We are seeking a Private Wealth Management Professional to join our team at DL Holdings Group. In this role, you will be responsible for delivering exceptional client experiences and driving business growth through strategic partnerships and relationships.Key Responsibilities:Develop and execute customized private wealth management...

We are an established, globally active management consulting company with offices in Switzerland, Germany, Austria, UK, USA, Singapore, Hong Kong, the Philippines, Australia, Indonesia and India. We are a valued partner to many of the world's largest international financial services and insurance firms. We support our clients at all project management stages...

About GUMGUM | Your MPF & EB Expert | Hong Kong is a prestigious boutique consulting firm in the Health and Wealth Industry. With over 42 years of market experience, we have pioneered in providing MPF solutions and financial consulting services. Our mission is to give you more inspiration, wealth, and happiness.Our CultureWe create a fast-learning...