Senior Wealth Management Professional

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 is a leading financial institution in Hong Kong offering B2B & B2B2C Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions. Our Finance team is looking for a skilled and detail-oriented individual to fill the role of Financial Services Professional.Main Responsibilities:Manage daily client transactions,...

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...

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...

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 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...

Wealth Management Cube Ltd provides innovative financial solutions in Hong Kong through its licensed corporation (CE No. BEC913). As a key player in the market, we seek an experienced Settlement Operations Manager to lead our Finance team.Core Responsibilities:Oversee daily client transaction processing, ensuring accuracy and timelinessCoordinate funds...

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...

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:...

DARMAX GLOBAL seeks an experienced Relationship Manager to join our team in wealth management. The successful candidate will have a proven track record of building and maintaining strong relationships with high-net-worth clients, providing strategic financial advice, and delivering comprehensive solutions tailored to their unique needs.Key...

About UsHSBC is a global banking and financial services company that serves over 41 million customers worldwide.We offer a range of services including retail banking, wealth management, asset management, and insurance.Our international network enables us to deliver on our purpose of opening up a world of opportunity for our customers.Job DescriptionWe are...

Join Our TeamAre you a driven and ambitious individual looking for a new challenge? Do you have a passion for wealth management and a desire to make a real difference in people's lives?We are seeking a highly skilled and experienced Wealth Management and Protection Specialist to join our team at Zoe Yung & Company (AIA). As a key member of our team, you will...

Wealth Management Cube Ltd is a leading financial services provider in Hong Kong offering Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions. We are seeking a skilled Financial Services Professional to join our Finance team.Job Summary:Responsible for handling daily client transactions including deposits, withdrawals, FX, and...

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 experienced professional to support our fast-growing business as an Account and Settlement Officer.Responsibilities:Manage daily client money...

Wealth Management Cube Ltd is a forward-thinking company that delivers innovative financial solutions to clients in Hong Kong and beyond. As a key player in the B2B & B2B2C Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions markets, we require an experienced Account and Settlement Officer to join our Finance team.Role...

We are currently hiring experienced Private Bankers, Senior Private Bankers, and Senior Relationship Managers to join an esteemed Private Swiss Bank in multiple locations worldwide.The successful candidates will be responsible for managing high net worth individuals (HNWIs) and building, managing, and growing a portfolio of ultra-high-net-worth clients.To be...

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...

HK Job Consulting is seeking an experienced Private Wealth Manager to join our team in Hong Kong. As a key member of our private wealth management department, you will be responsible for providing bespoke financial solutions to high-net-worth clients.Key ResponsibilitiesWealth Management: Develop and implement comprehensive wealth management plans to meet...