Treasures Wealth Management Specialist

Job DescriptionAs a leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help our customers achieve their goals and aspirations. Our full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans, are designed to meet the evolving needs of our customers.We are seeking a...

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...

Job OverviewDBS Bank (Hong Kong) Limited is seeking a dedicated and experienced Wealth Management Expert to join our team. As a key player in the Treasures Private Banking segment, you will be responsible for driving business growth through promoting wealth management products and services to clients.About the RolePromote full range of wealth management...

Job Description - AVP/VP, Treasures Relationship Manager, Consumer Banking Group (WD72297) Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including...

Job Title: Treasury Specialist, Treasures (Licensed, Sales Incentive) (WD72621) Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits,...

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...

Job RequirementsThe ideal candidate should have a degree holder with a major in Business Administration, Finance, Economics, Marketing, or other related disciplines. Sound knowledge in Consumer Banking Business is essential, along with a can-do attitude, self-motivated, result-driven, and able to work under pressure with multiple deadlines.Key...

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...

Wealth Management Risk ProfessionalDBS Bank's Risk Management Group is seeking a skilled Wealth Management Risk Professional to join our team. As a key member of our group, you will be responsible for developing and implementing risk management strategies to ensure the bank's wealth management operations are conducted in a safe and sound manner.Key...

Job Title: Officer, Treasures Onboarding Specialist, Consumer Banking Group (WD72300) Business Function: As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including...

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:...

Company OverviewBOC Group Life Assurance Company Limited is a leading provider of life insurance and financial services in Hong Kong. With a strong background rooted in the city, we have been committed to providing customers with comprehensive wealth management solutions since 1998.We offer a wide range of products and services, including life insurance,...

Company Overview:As a leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help customers realise their dreams and ambitions. Our comprehensive range of products and services includes deposits, investments, insurance, mortgages, credit cards, and personal loans, catering to customers at every life stage.Sales Governance and...

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help...

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 DBS BankAs a leading bank in Asia, DBS Bank is committed to helping our customers realize their dreams and ambitions. Our consumer banking group offers a full spectrum of products and services to cater to the needs of individuals and businesses.Job DescriptionThe Business Development Specialist will be responsible for delivering acquisition campaigns...

Central & Western District, Hong Kong SAR Wealth Management and Protection Zoe Yung & Company (AIA) Central & Western District, Hong Kong SAR 1 day ago Be among the first 25 applicants Founded over 40 years ago, Success SY Family District has established itself as a leading resource for tailored wealth management solutions in Hong Kong. Our commitment to...

About UsDBS Bank is a leading financial institution in Asia, dedicated to helping our customers achieve their goals and aspirations. As a market leader in the consumer banking business, we offer a wide range of financial solutions to cater to the needs of individuals and businesses.Job OverviewWe are seeking a highly motivated and experienced professional to...