Financial Planning and Wealth Management Expert

Company OverviewJS Wealth is a leading multi-family office in Asia, dedicated to providing personalized wealth management solutions for High Net Worth Individuals and family trusts. Our mission is to deliver tailored outcomes-based planning and bespoke investment advice with transparency and simplicity.Job DescriptionWe are seeking a full-time Private Client...

About UsAt JS Wealth, we strive to provide the best possible service to our clients, leveraging our fintech wealth management platform to access a broad range of investment assets.The RoleAs a Private Client Relationship Manager, you will be responsible for delivering exceptional client experiences through consultative financial planning advice, business...

Company Description JS Wealth serves High Net Worth Individuals and family trusts and estates. Its mission is to be the best multi-family office in Asia, providing outcomes-based planning and bespoke solutions with simplicity and transparency. Partnered with iFAST Global Markets, JS Wealth utilizes its fintech wealth management platform to access a broad...

AIA Hong Kong and Macau seeks talented individuals to join its team as a Financial Planning and Strategy Expert.Key ResponsibilitiesDevelop and implement financial planning strategies for clients, leveraging expertise in investment research and wealth management.Build strong relationships with clients, identifying opportunities to grow their book of business...

At IPS Group, we are seeking a highly skilled Wealth Management Expert to join our team. This is an exceptional opportunity to work with Ultra High-Net-Worth individuals and families, providing tailored wealth management services that align with their financial and legacy goals.The ideal candidate will have a proven track record of managing complex client...

River Delta Wealth Management is a leading family office and asset management platform dedicated to safeguarding our clients' long-term financial futures. We offer a comprehensive range of services, including asset and investment management, succession planning strategies, and wealth structuring, all integrated into a seamless family office and asset...

Company Overview">The Bank of Communications (Hong Kong) Limited is a leading financial institution in Hong Kong, committed to providing high-quality wealth management services to its discerning clients.">Job Summary">We are seeking an experienced Wealth Management Expert to join our team, responsible for managing a portfolio of high net worth clients and...

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...

Wealth Management Manager/Trainee (Fresh Graduated Welcome)1 week ago Be among the first 25 applicantsClient-facing role with high-net-worth individuals (HNWIs)Building tailored financial portfolios to meet client's financial and insurance needsProviding business solutions to listed companies and corporate clientsTeam-building and leadership development...

At AIA Hong Kong and Macau, we're seeking a talented Financial Planning Manager to join our dynamic team. As a key player in our financial planning division, you'll be responsible for providing expert advice to clients, building long-term relationships, and helping them select the most suitable financial products.About the Role:Key Responsibilities: Provide...

Job DescriptionWe are looking for a Senior Wealth Management Professional to join our team at the Bank of China. In this role, you will be responsible for providing expert advice on wealth management solutions to our clients and developing strategic partnerships with external organizations.Main ResponsibilitiesConduct thorough financial analyses to identify...

Job Responsibilities Provide a full range of wealth management services to a designated portfolio of high-net-worth customers. Expand the existing client base by exploring potential customers in the market. Minimum Requirements Degree holder or equivalent qualification at HKQF level 5. Minimum 3 years' experience in handling investment portfolios of...

About the CompanyJS Wealth is a pioneering multi-family office in Asia, committed to providing innovative wealth management solutions for High Net Worth Individuals and family trusts.Job SummaryWe are seeking an experienced Private Client Relationship Manager to join our team in Hong Kong SAR, who can provide exceptional client experiences through...

【AIA Group】Branch Manager & Director | Humble Team (start from 2018) | All members are with MDRT Certificates| Welcome all talents to join our team Exciting Opportunity for Aspiring Finance Professionals Are you a university student looking to kickstart your career in wealth management? Look no further We are thrilled to announce the Challenge Wealth...

Job OverviewThe Bank of Communications (Hong Kong) Limited seeks a highly skilled Wealth Planning Strategist to provide premium wealth management services to affluent clients.

HSBC OverviewWealth and Personal Banking (WPB) at HSBC helps deliver on the bank's purpose of opening up a world of opportunity by providing customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people.The international network and breadth of expertise enable WPB to support...

As a Financial Planning Manager, you will be responsible for providing expert advice to clients on their financial planning needs.

Established in Hong Kong, Ethos BeathChapman is a well-respected international advisory business providing wealth planning solutions. As our new Head of Client Services, you will lead a high-performing team to drive results and growth. Your exceptional leadership experience will enable you to steer and manage the existing team effectively. Degree holder...

At River Delta Wealth Management, we are dedicated to providing our clients with exceptional service and expertise in fund of funds and asset management. As a Hedge Fund Researcher, you will play a critical role in supporting our CEO in evaluating and selecting fund opportunities that align with our clients' goals and risk tolerance.Your responsibilities...

About UsGUM | Your MPF & EB Expert | Hong Kong is a boutique consulting firm in the Health and Wealth Industry, providing MPF solutions and financial consulting services with over 42 years of market experience. Our mission is to give you more inspiration, wealth, and happiness.Program OverviewThe Relationship Management Trainee Program is an accelerated...