Executive Leader for Wealth Management

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...

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...

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...

At Prudential, we are seeking a highly experienced leader to spearhead the development of our wealth strategy and proposition. The ideal candidate will have a proven track record in managing global businesses and driving growth in affluent markets.The successful candidate will be responsible for leading the formulation of our wealth strategy and setting up a...

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...

**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...

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...

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:...

About the RoleWe are seeking a seasoned Private Banking Director to drive business growth and expansion in our Hong Kong office. As a member of our team, you will have the opportunity to develop your skills and expertise while working with a prestigious global private bank.Key Responsibilities:Portfolio Management: Manage $300M+ portfolios for HNW/UHNW...

IPP Financial Advisers Holdings Limited Kowloon, Hong Kong SAR2 days ago Be among the first 25 applicantsPartner of IPP Financial Advisers Holdings LimitedWe are currently seeking a high caliber professional to join our team as a Wealth Management Consultant.As the leader in wealth management,IPPis offering innovative and intelligent solutions to thousands...

Fargo Wealth Group seeks a seasoned IT professional to manage its entire group's IT operations.Responsibilities include:Assisting the team leader in managing IT operations, including network communication, server and data center management, data storage and backup, hardware and software setup and maintenance, office and desktop operations, information system...

About This RoleWe are seeking a results-driven M&A leader to join our team in Hong Kong. As part of our executive management team, you will drive strategic initiatives and oversee the integration of global businesses, fueling our growth as a market leader. Your expertise in M&A will be pivotal in shaping our future.Requirements:Corporate M&A expertise, with...

**About the Role**We are seeking a highly skilled Relationship Manager, Private Banking to join our team at International Executive Service Corps.As a key member of our Private Banking Division, you will be responsible for building and maintaining strong relationships with high net worth individuals and families. Your primary goal will be to identify...

**Job Description**Ocorian's Private Client business is expanding rapidly, and we are seeking a talented leader to join our team in Hong Kong. As Head of Private Client, you will be responsible for developing and executing strategies to drive growth and improve client satisfaction.You will lead a team of professionals who provide high-quality service to our...

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...

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...

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...

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...