Wealth Management Professional

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...

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...

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...

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 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...

CICC seeks an experienced Wealth Management professional to support the Institutional Wealth Advisor in routine tasks, including paperwork completion, research projects, and record maintenance. The successful candidate will also respond to client inquiries, assist with account opening and activities, and coordinate with the back office on trading...

At BOC Group Life Assurance Company Limited, we are committed to providing comprehensive wealth management services to our customers.Our life insurance business has a strong background rooted in Hong Kong, and we are dedicated to delivering exceptional financial planning solutions to individuals and corporations.We are seeking a talented and motivated Wealth...

A Career in Wealth ManagementWealth and Personal Banking at HSBC offers a wide range of career opportunities in wealth management, from Asset Management to Retail Banking & Strategy. Our professionals work closely with clients to understand their needs and provide tailored solutions to help them achieve their financial goals.Principal...

Servicing high net worth individuals is a key aspect of this role.About This OpportunityWe are seeking an experienced Wealth Relationship Manager to join our team in Hong Kong SAR. As a Wealth Relationship Manager, you will be responsible for developing and executing strategies to build and maintain strong client relationships, and identifying opportunities...

About Dah Sing Group The Dah Sing Financial Group is a leading financial services organization in Hong Kong, offering a comprehensive range of banking, insurance, and wealth management services through its extensive network of over 70 branches. The group's currency is built on values such as caring, teamwork, and progressiveness, recognizing that each...

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...

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...

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....

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...

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...

We are excited to announce that Anonymous is hiring talented professionals to join our team as Wealth Management Professionals. If you are passionate about helping others achieve their financial goals, this is the perfect opportunity for you.About the Job:Provide expert advice on insurance, financial/retirement planning, family inheritance, and global asset...

Company OverviewCiti Wealth is a leading global financial services provider, dedicated to helping high net worth individuals and their families grow and manage their wealth across the world. With over 200 years of experience, we have established a reputation for delivering exceptional wealth management services to our clients.

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:...

Key ResponsibilitiesDeveloping the Premier customer base and establishing long-term relationships with assigned Premier clientele portfolios.Managing the total wealth of clients by matching our financial and investment product solutions to their financial needs.Demonstrating genuine curiosity about customers and helping them reach their financial...