Senior Wealth Manager

6 days ago


Hong Kong, Central and Western District, Hong Kong SAR China AIA Full time

Job Description

Wealth Management at AIA

The role of a Financial Planning Advisor involves creating customized financial plans for clients, taking into account their individual needs and goals. This includes developing comprehensive financial strategies, providing investment advice, and offering ongoing support to ensure clients meet their objectives.

As a key member of our wealth management team, you will work closely with clients to understand their financial situation, identify areas for improvement, and develop tailored solutions. Your expertise will help clients make informed decisions about their finances and achieve long-term success.

In addition to your technical skills, you will possess excellent interpersonal and communication skills, enabling you to build strong relationships with clients and colleagues alike.

Key Accountabilities:

  • Developing and implementing comprehensive financial plans for clients
  • Providing expert investment advice and guidance
  • Maintaining client relationships and identifying new business opportunities
  • Collaborating with colleagues to deliver exceptional client service

About AIA

AIA offers a range of products and services, including life insurance, accident and health insurance, and savings plans. Our commitment to excellence has earned us a reputation as a trusted partner in long-term savings and protection in Asia.



  • Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full time

    At Howden Private Wealth, we specialize in crafting bespoke wealth planning and insurance solutions for high-net-worth individuals globally. Our team of experts has developed a deep understanding of the complexities surrounding UHNW clients' needs, allowing us to deliver tailored advice and guidance.Our extensive network enables us to address clients'...


  • Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full time

    Company OverviewHowden Private Wealth is a leading provider of insurance solutions to high-net-worth individuals globally. With over 40 years of experience, we have established ourselves as the preferred wealth planning partner to private banks, family offices, and law firms.We have a global presence with representatives in key locations, including Hong...


  • Hong Kong, Central and Western District, Hong Kong SAR China Polymath Search Full time

    PolyMath Search is a recruitment agency specializing in senior-level placements in the financial services sector. We are currently seeking a skilled Wealth Management Senior Executive to partner with a top-tier global financial institution in the Asia-Pacific region.Job Summary:The successful candidate will be responsible for developing business strategies...


  • Hong Kong, Central and Western District, Hong Kong SAR China ZA Full time

    Key Responsibilities:We are seeking a highly skilled and experienced Senior Wealth Manager to join our team at ZA. As a key member of our marketing department, you will play a critical role in driving business growth and expansion through effective demand generation strategies.About the Job:This is a full-time position that requires a minimum of 6 years of...


  • Hong Kong, Central and Western District, Hong Kong SAR China ZA Full time

    Senior Manager/Manager, Wealth Management 3 days ago Be among the first 25 applicants Expand our investment services user base and increase trader activity. Lead the marketing creatives and ideation. Develop creative briefs and direction to meet objectives for all advertising and public-facing communications. Manage & coordinate complex marketing campaigns...


  • Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    About Wealth and Personal Banking at HSBCOur Wealth and Personal Banking division is dedicated to providing our customers with innovative and comprehensive wealth management solutions. Our mission is to help our customers achieve their financial goals by delivering tailored advice and expert guidance.The ideal candidate will be responsible for conducting...


  • Hong Kong, Central and Western District, Hong Kong SAR China CITIC CLSA Full time

    Company OverviewCITIC CLSA is a leading financial institution dedicated to providing innovative solutions for high-net-worth individuals and corporate clients. Our mission is to deliver exceptional wealth planning services, fostering long-term relationships built on trust and expertise.Job DescriptionWe are seeking an experienced Senior Wealth Planning...


  • Hong Kong, Central and Western District, Hong Kong SAR China AIA Hong Kong and Macau Full time

    AIA Hong Kong and Macau is a leading life insurer and multinational corporation in Asia-Pacific, striving to help communities across Asia live healthier, longer, better lives.As a Senior Wealth Management Manager at AIA Hong Kong and Macau, you will be empowered to select appropriate financial and insurance products for clients based on their financial...


  • Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full time

    Howden Private Wealth offers unparalleled expertise in wealth planning and insurance solutions for ultra-high net worth (UHNW) individuals globally. Our experienced professionals have developed a deep understanding of the complexities surrounding UHNW clients' needs, enabling us to provide tailored advice and guidance.We take pride in our ability to deliver...


  • Hong Kong, Central and Western District, Hong Kong SAR China Polymath Search Full time

    Senior Role in Investment SalesWe are searching for a highly skilled professional to fill a senior role in our client solutions team. As a Regional Client Solutions Senior Manager, you will develop the business strategy with a focus on wealth management and provide market insights to clients. Your extensive knowledge of private markets and alternative...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    Job description A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good...

  • Product Strategist

    29 minutes ago


    Hong Kong, Central and Western District, Hong Kong SAR China Fosun Wealth Holdings Full time

    Job Overview:Fosun Wealth Holdings is seeking an experienced Product Director to lead the development and execution of our asset management department's product strategy.


  • Hong Kong, Central and Western District, Hong Kong SAR China Swiss Privilege Full time

    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...


  • Hong Kong, Central and Western District, Hong Kong SAR China CICC Full time

    Company Overview:CICC is a leading financial institution dedicated to providing exceptional wealth management services to high-net-worth individuals, their families, family offices, and corporates. Our mission is to deliver tailored investment solutions that meet the unique needs of our clients.


  • Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full time

    Ateca Consulting is a leading executive search firm specializing in Private Banking & Wealth Management.We are currently seeking experienced Senior Private Bankers or Senior Relationship Managers to join our prestigious client, a Private Swiss Bank. This exciting opportunity is available for their offices worldwide.Job DescriptionThis role involves managing...


  • Hong Kong, Central and Western District, Hong Kong SAR China Manulife Hong Kong and Macau Full time

    Company DescriptionManulife has been a trusted name in Hong Kong for over 125 years and is the longest continuously operating life insurer in the region. Serving 2.4 million customers in Hong Kong and Macau, our ambition is to be the most digital, customer-centric global company in our industry. We offer a diverse range of protection and wealth products and...


  • Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full time

    Job Description - Senior Officer, Wealth Management Operations (1-Year Contract) (210000AU)Business FunctionGroup Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In Group T&O, we...


  • Hong Kong, Central and Western District, Hong Kong SAR China AIA Hong Kong and Macau Full time

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


  • Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full time

    Ateca Consulting is a leading privately owned banking institution in Hong Kong, committed to rewarding success and growth. This opportunity offers a unique chance for individuals to advance their careers with a forward-thinking organization.We are seeking experienced Private Bankers/Relationship managers with a minimum of 5 years' experience in managing...


  • Hong Kong, Central and Western District, Hong Kong SAR China Ocorian Full time

    We are seeking an experienced Global Wealth Management Executive to join our team in Singapore or Hong Kong. As a key member of our wealth management team, you will be responsible for identifying, developing, and implementing business development initiatives and campaigns to introduce new clients to Ocorian and cross/up sell to our current client base.The...