Wealth Management Specialist
4 days ago
The role of a Financial Services Professional at AIA Hong Kong and Macau involves providing expert advice on financial strategies, identifying client objectives and constraints, and formulating comprehensive wealth management plans. If you have a passion for finance and a drive to succeed, we encourage you to apply for this exciting opportunity.
What You'll Do:- Analyze client financial data to develop effective wealth management strategies.
- Collaborate with colleagues to leverage expertise and best practices across the organization.
- Deliver high-quality presentations to clients, communicating complex financial information in a clear and concise manner.
About Us: AIA Hong Kong and Macau is a trusted leader in the insurance industry, committed to empowering our clients to achieve their financial goals. We offer a dynamic work environment, opportunities for growth and development, and a competitive compensation package.
-
Wealth Management Consultant
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full timeAt Howden Private Wealth, we specialize in crafting bespoke wealth planning and insurance solutions for high-net-worth individuals globally. Our team of experts has developed a deep understanding of the complexities surrounding UHNW clients' needs, allowing us to deliver tailored advice and guidance.Our extensive network enables us to address clients'...
-
Wealth Planning Expert
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full timeCompany OverviewHowden Private Wealth is a leading provider of insurance solutions to high-net-worth individuals globally. With over 40 years of experience, we have established ourselves as the preferred wealth planning partner to private banks, family offices, and law firms.We have a global presence with representatives in key locations, including Hong...
-
Financial Analyst
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China River Delta Wealth Management Full timeJob OverviewRiver Delta Wealth Management is a comprehensive family office and asset management platform dedicated to safeguarding our clients' long-term financial futures. We offer a range of services, including asset and investment management, succession planning strategies, and wealth structuring.
-
Investment Fund Strategist for Family Office
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China River Delta Wealth Management Full timeCompany OverviewRiver Delta Wealth Management is a family office and asset management platform dedicated to safeguarding clients' long-term financial futures. Our comprehensive range of services includes asset and investment management, succession planning strategies, and wealth structuring, all integrated into a seamless family office and asset management...
-
Accounting Operations Specialist
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Wealth Management Cube Ltd Full timeWealth Management Cube Ltd is a licensed corporation in Hong Kong, offering B2B & B2B2C Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions. We are seeking an Account and Settlement Officer to support our growing business.Key Responsibilities:Manage daily client money deposits, withdrawals, FX, and internal transfersHandle daily...
-
Wealth Management Specialist
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Manulife Hong Kong and Macau Full timeWe are seeking a highly motivated and experienced Wealth Management Specialist to join our team at Manulife Hong Kong and Macau. As a key member of our financial advisory team, you will be responsible for providing expert financial planning and investment advice to clients.ResponsibilitiesThe successful candidate will be responsible for:Assessing clients'...
-
Wealth Creation and Preservation Specialist
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Be Myjob Company Limited Full timeWe are looking for an experienced Wealth Creation and Preservation Specialist to join our team at Be Myjob Company Limited. In this critical role, you will work closely with ultra-high net worth clients, providing expert knowledge in financial planning and wealth products.Responsibilities:Develop and implement comprehensive financial strategies for HNW...
-
Settlement and Compliance Manager
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Wealth Management Cube Ltd Full timeWealth Management Cube Ltd is a reputable financial services provider in Hong Kong, offering innovative solutions for B2B & B2B2C clients. We are looking for a skilled Account and Settlement Officer to join our team.Main Tasks:Process daily client transactions, including money deposits, withdrawals, and FX conversionsEnsure accurate and timely funds...
-
Wealth Management Operations Specialist
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeJob DescriptionWe are seeking a skilled Wealth Management Operations Specialist to join our team at DBS Bank. In this role, you will be responsible for supporting daily processing tasks and assisting supervisors in prioritizing various processing jobs to achieve optimal operational efficiency.You will need to understand bank policies on information...
-
Wealth Management Support Professional
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeWealth Management SupportDBS Consumer Banking Group is seeking a skilled professional to join our team as a Wealth Management Support specialist. In this role, you will be responsible for supporting the wealth management team, building relationships with customers, and providing solutions.Key ResponsibilitiesSupport the wealth management team in building...
-
Family Office Investment Strategist
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China River Delta Wealth Management Full timeRole OverviewWe are seeking a highly motivated and experienced Family Office Investment Strategist to join our dynamic team at River Delta Wealth Management. This exciting opportunity will involve working closely with the CEO to develop and implement investment strategies across various asset classes, including equities, hedge funds, and alternative...
-
Asset Wealth Creation Specialist
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Macrowaters Asia Fund Management Limited Full timeJob DescriptionAs a Financial Risk Management Professional at Macrowaters Asia Fund Management Limited, you will be responsible for:Create consistent positive returns for clients/investors of >8-12% net p.a.Implement a strong risk management 'low risk-low vol' strategy.Manage and grow client base of Asian/global institutions, listed companies, UHNWI,...
-
Wealth Management Specialist
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Manulife ( International) Ltd Full timeInvestment Consultant / Wealth Management AdvisorA career opportunity in Hong Kong SAR awaits a skilled Investment Consultant / Wealth Management Advisor with Manulife (International) Ltd.Job DescriptionCreate and implement investment strategies for clientsManage finances and provide exceptional customer serviceSkills and QualificationsFinancial planning and...
-
Senior Wealth Planning Specialist
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China CITIC CLSA Full timeCompany OverviewCITIC CLSA is a leading financial institution dedicated to providing innovative solutions for high-net-worth individuals and corporate clients. Our mission is to deliver exceptional wealth planning services, fostering long-term relationships built on trust and expertise.Job DescriptionWe are seeking an experienced Senior Wealth Planning...
-
Insurance Solutions Specialist
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full timeRole DescriptionAs an Estate Planning Consultant at Howden Private Wealth, you will be responsible for developing relationships with referral sources to identify potential prospects for our planning and life insurance products. You will meet with clients to present our planning concepts and life insurance products, track and follow up on prospective client...
-
Product Strategist
19 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Fosun Wealth Holdings Full timeJob Overview:Fosun Wealth Holdings is seeking an experienced Product Director to lead the development and execution of our asset management department's product strategy.
-
Fund Settlement Coordinator
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Wealth Management Cube Ltd Full timeWealth Management Cube Ltd is a leading financial services provider in Hong Kong, delivering innovative solutions for B2B & B2B2C clients. We are looking for a skilled Account and Settlement Officer to join our team.Key Tasks:Process daily client transactions, including deposits, withdrawals, and FX conversionsEnsure accurate and timely funds...
-
AVP, Wealth Management Specialist
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeJob SummaryWe are seeking an experienced AVP, Treasures Relationship Manager to join our Consumer Banking Group. In this role, you will be responsible for managing relationships with affluent clients, providing expert financial guidance, and promoting wealth management products and services.Main Tasks and ResponsibilitiesMaintain and develop client...
-
Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full timeAbout Dah Sing Financial GroupWe are a leading financial services group in Hong Kong, offering banking, insurance, and related services through our extensive network of branches in Hong Kong, Macau, and Mainland China. Our core values are built around caring, teamwork, and progressiveness.Job PurposeThis role is designed to provide exceptional service to...
-
Financial Services Officer
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Wealth Management Cube Ltd Full timeWealth Management Cube Ltd is a fast-growing financial services company in Hong Kong, providing B2B & B2B2C solutions. We are seeking an experienced Account and Settlement Officer to support our expansion.Main Responsibilities:Oversee daily client transactions, including money deposits, withdrawals, and FX conversionsCoordinate with colleagues to ensure...