Wealth Management Lead

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...

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...

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...

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...

Fargo Wealth Group is seeking a highly skilled IT professional to lead its IT operations team.This role involves:Collaborating with the team leader to oversee IT operations, covering network communication, server and data center management, data storage and backup, hardware and software setup and maintenance, office and desktop operations, information system...

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...

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:...

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...

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...

**Company Overview:** Chubb is a leading insurance company with a long history of delivering exceptional service to our customers. We are committed to creating a positive work environment that encourages collaboration, innovation, and growth.We are seeking a talented Executive Leader for Wealth Management to join our team in Hong Kong. The successful...

OverviewAt CICC, we are committed to delivering exceptional financial solutions to our clients. Our team of experts provides a wide range of services, including wealth management, investment banking, and securities trading. We are seeking a highly skilled Wealth Strategist and Manager to join our team and help us achieve our goals.The successful candidate...

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,...

**About Fargo Wealth Group**Fargo Wealth Group is a leading financial institution in the Asia Pacific region. Founded in 2014, we have established ourselves as a trusted partner for multi-family offices, external asset managers, securities houses, and private banks.We are committed to delivering exceptional services to our clients, leveraging our advanced...

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...

AIA is a leading insurance company providing diverse opportunities for professionals seeking challenges.We are looking for high-caliber individuals who are passionate, proactive, forward-thinking, and innovative to join our team as Wealth Managers.Key Responsibilities:Provide wealth management services to high net worth individual clients.Maintain and...

Marketing Leader, Wealth ManagementZA is seeking a Marketing Leader to drive growth in our wealth management division.Expand our user base and increase trader activity through demand generation strategies.Lead the development of creative briefs and direction to meet objectives for all advertising and public-facing communications.Manage complex marketing...

About Fargo Wealth GroupFargo Wealth Group is a fast-growing technology-enabled financial company, licensed by the Securities and Futures Commission (SFC) of Hong Kong since 2015. We are the only licensed and independently owned financial products wholesale platform in Hong Kong with Singapore presence.Our advanced SaaS capabilities enable us to provide a...

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...

HSBC's Wealth and Personal Banking (WPB) division is dedicated to delivering exceptional wealth management services and insurance solutions to our customers. As an Insurance Product Expert, you'll be part of a team that leverages our global network and breadth of expertise to support individuals, families, business owners, investors, and entrepreneurs.The...