Wealth Management Director

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 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...

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...

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...

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...

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...

Salary and BenefitsCompetitive Earning PotentialAs a Wealth Management Manager at AIA Hong Kong and Macau, you will have unlimited earning potential through competitive commissions and bonuses.

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...

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...

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:...

Job OverviewWe are seeking an accomplished Senior Unit Manager to lead our wealth management team at Synergy Financial Organisation.About the Role:Lead a high-performing team of professionals in delivering comprehensive wealth management services.Collaborate with cross-functional teams to develop and implement business strategies.Build and maintain strong...

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...

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...

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...

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...

2 days ago Be among the first 25 applicants Direct message the job poster from AIA Hong Kong and Macau 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? Do you dream of a role where your hard work directly translates into high income, career growth, and...

Wealth Management Cube Ltd is a leading financial institution in Hong Kong. As a trusted provider of B2B & B2B2C Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions, we are seeking a skilled Account and Settlement Officer to join our Finance team.Job Description:The successful candidate will be responsible for managing daily...

Wealth Management Cube Ltd is a licensed corporation in Hong Kong, providing B2B & B2B2C Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions. Our Finance team seeks an Account and Settlement Officer to support our growing business.Responsibilities:Handle daily client money deposit/withdraw/FX/internal transfer processesEnsure...