Wealth Management Client Service Representative

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...

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...

**Client Relationship Manager**The successful candidate will be responsible for identifying, originating, and developing client relationships within the high net worth segment. They will understand clients' wealth management needs, formulate solutions based on their circumstances and risk appetite, and provide timely banking services.Key Skills:Origination...

We Are Looking ForAIA is seeking highly skilled and motivated individuals to join our Wealth Management team as Wealth Managers.You will be responsible for:Delivering exceptional wealth management services to high net worth clients.Maintaining and developing strong relationships with clients through regular updates and inquiries.Providing expert investment...

Our CommitmentAs a trusted partner to leading private banks, family offices, law and tax advisory firms, we offer bespoke wealth planning solutions to high net worth individuals globally. With over 40 years of experience, we have established ourselves as a premier insurance broker, specializing in procuring insurance products for our clients.We prioritize...

Job DescriptionThe Regional Wealth Management Director will be responsible for developing business strategies focused on wealth managers, leveraging their extensive knowledge in private markets and alternatives products. This role requires strong academic background, over 16 years of experience in asset or wealth management, and proven track record in client...

Job OverviewThe Frontline Service Representative plays a critical role in ensuring that our customers receive the highest level of service. As a Frontline Service Representative, you will be responsible for handling customer enquiries and complaints in a prompt and professional manner.Main ResponsibilitiesProvide high-quality customer service through various...

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...

Why Join Us?We are a leading insurance broker, partnering with private banks, family offices, law and tax advisory firms to offer bespoke wealth planning solutions to high net worth individuals globally. With over 40 years of experience, we have developed a reputation for delivering exceptional service and expertise.We prioritize building strong...

We are seeking a Director of Client Wealth Management to join our team, working with a Private Swiss Bank in Singapore, Hong Kong, Dubai, Bahrain, London, Zurich, and Geneva.About the PositionThe successful candidate will have a minimum 5 years of experience managing High Net Worth Individuals (HNWIs) and at least 4-5 years in a senior role with a proven...

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 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...

Unlock Your Potential in Wealth ManagementWealth and Personal Banking at HSBC provides a platform for professionals to unlock their potential and achieve their career goals. Our professionals work in a fast-paced and dynamic environment, where they can leverage their skills and expertise to deliver exceptional results.What You'll Do:Work Closely with...

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:...

Our Commitment to ExcellenceAt Zoe Yung & Company (AIA), we are committed to delivering exceptional wealth management solutions to our clients. Our experienced team of professionals works tirelessly to ensure that our clients receive personalized attention and tailored strategies to meet their unique needs.We believe in building strong relationships with our...

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...

As a key member of our HSBC Global Private Banking team, you will play a critical role in delivering exceptional client service to high net worth and ultra-high net worth individuals.We are seeking a highly skilled professional to join our team as a PC Desk Client Service Executive for a 6 month fixed term contract.The successful candidate will be...

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...

Job Overview:We are seeking a highly skilled and experienced professional to join our team as Client Services Assistant Manager/Manager in our Asian-Based Family Office. This is an excellent opportunity for a talented individual to take on a challenging role and make a significant impact in the company.The successful candidate will be responsible for...

Company OverviewTangspac is a leading provider of wealth management services, committed to delivering exceptional results for our clients.SalaryWe offer a competitive salary package that reflects your skills and experience.Job DescriptionAs a Financial Services Specialist - Wealth Management, you will be responsible for developing and maintaining business...