Senior Wealth Development Associate

Serving as a senior business development associate, you will play a critical role in supporting the sales team's day-to-day activities, managing customer relationships, and contributing to the development of sales strategies.This includes analyzing market trends, identifying new business opportunities, and preparing sales reports to inform business...

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...

iCapital is a rapidly growing fintech company that is transforming the way advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. Our financial technology platform has enabled the creation of a global alternative investment marketplace. With a strong...

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...

Job DescriptionAt Be Myjob Company Limited, we are seeking a highly skilled and experienced Senior Wealth Management Strategist to join our team.Company OverviewWe are a leading financial services company dedicated to providing innovative solutions for our clients' wealth management needs. Our team of experts is committed to delivering exceptional service...

DBS Consumer Banking Group is seeking an experienced professional to drive sales performance and lead sales teams to achieve overall sales and service targets. As a Senior Wealth Counsellor, you will be responsible for developing sales strategies and business plans for cluster branches with senior leaders and branch managers.Key ResponsibilitiesLead sales...

Job OverviewDBS Bank (Hong Kong) Limited is seeking a dedicated and experienced Wealth Management Expert to join our team. As a key player in the Treasures Private Banking segment, you will be responsible for driving business growth through promoting wealth management products and services to clients.About the RolePromote full range of wealth management...

Vice President/Associate Director (AMO) – Wealth Investment Services Get AI-powered advice on this job and more exclusive features. Responsibilities: Develop and implement investment strategies tailored to clients' financial goals and risk tolerance. Build and maintain strong & long-term client relationships through effective communication and regular...

My client is seeking a Wealth Planner with expertise in working with Ultra High-Net-Worth individuals and extensive experience in philanthropic planning. As a Wealth Planner, you will be responsible for: Client Acquisition & Relationship Management : Cultivating strong relationships with UHNW individuals and families, providing them with tailored wealth...

With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally. We have representatives across Hong Kong, Singapore,...

Asset & Wealth Management, Client Solutions Group, Third Party Wealth, Associate - Hong Kong Hong Kong, Hong Kong Job Description ASSET & WEALTH MANAGEMENT Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm's primary investment area, we...

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...

2 days ago Be among the first 25 applicants Direct message the job poster from AIA Hong Kong and Macau AIA Hong Kong and Macau Associate Wealth Management Director Are 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...

time left to apply End Date: February 14, 2025 (27 days left to apply) job requisition id 25010045 Prudential's purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a...

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...

Job Description - AVP /Senior Associate, Specialist, Know Your Customer, Consumer Banking (WD72454) Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services,...

To help my clients achieve their financial goalsRole DescriptionThis is a full-time on-site role located in Hong Kong SAR for a Wealth Relationship Manager. This role will be responsible for building and maintaining client relationships, understanding client needs, providing financial advice, and promoting financial products and services.Seniority LevelEntry...

Some careers grow faster than others.If you're looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

Job DescriptionThe Regional Wealth Management Director will be responsible for developing business strategies focused on wealth managers, leveraging their extensive knowledge in private markets and alternatives products. This role requires strong academic background, over 16 years of experience in asset or wealth management, and proven track record in client...