Wealth Management Operations Specialist

Wealth Management Cube Ltd is a licensed corporation in Hong Kong, offering B2B & B2B2C Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions. We are seeking an Account and Settlement Officer to support our growing business.Key Responsibilities:Manage daily client money deposits, withdrawals, FX, and internal transfersHandle daily...

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'...

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...

Wealth Management Cube Ltd is a reputable financial services provider in Hong Kong, offering innovative solutions for B2B & B2B2C clients. We are looking for a skilled Account and Settlement Officer to join our team.Main Tasks:Process daily client transactions, including money deposits, withdrawals, and FX conversionsEnsure accurate and timely funds...

Job OverviewRiver Delta Wealth Management is a comprehensive family office and asset management platform dedicated to safeguarding our clients' long-term financial futures. We offer a range of services, including asset and investment management, succession planning strategies, and wealth structuring.

Company OverviewRiver Delta Wealth Management is a family office and asset management platform dedicated to safeguarding clients' long-term financial futures. Our comprehensive range of services includes asset and investment management, succession planning strategies, and wealth structuring, all integrated into a seamless family office and asset management...

We are seeking a highly motivated and experienced Wealth Management Specialist to join our team at Manulife Hong Kong and Macau. As a key member of our financial advisory team, you will be responsible for providing expert financial planning and investment advice to clients.ResponsibilitiesThe successful candidate will be responsible for:Assessing clients'...

We are looking for an experienced Wealth Creation and Preservation Specialist to join our team at Be Myjob Company Limited. In this critical role, you will work closely with ultra-high net worth clients, providing expert knowledge in financial planning and wealth products.Responsibilities:Develop and implement comprehensive financial strategies for HNW...

Join our dynamic team as a Branch Management Specialist in the Wealth Management department! In this exciting role, you will oversee the day-to-day service operation and back-office support of the branch, ensuring seamless execution and high-quality service delivery.About This JobYou will be responsible for managing counter and cash operations, verifying...

Company OverviewDBS Bank (Hong Kong) Limited is a leading financial institution in Hong Kong, providing a wide range of banking and financial services to individuals, businesses, and institutional clients. As a major player in the market, we strive to deliver exceptional customer experiences, foster innovation, and promote sustainable growth.Job...

Wealth Management SupportDBS Consumer Banking Group is seeking a skilled professional to join our team as a Wealth Management Support specialist. In this role, you will be responsible for supporting the wealth management team, building relationships with customers, and providing solutions.Key ResponsibilitiesSupport the wealth management team in building...

Wealth Management Cube Ltd is a leading financial services provider in Hong Kong, delivering innovative solutions for B2B & B2B2C clients. We are looking for a skilled Account and Settlement Officer to join our team.Key Tasks:Process daily client transactions, including deposits, withdrawals, and FX conversionsEnsure accurate and timely funds...

About HR Plus: ">Our organization is a global leader in financial technology, dedicated to providing innovative solutions for wealth management and insurance planning.">Job Overview: ">We are seeking a talented Insurance Planning Consultant to join our Hong Kong team and support our mission of delivering exceptional financial services to high-net-worth...

Wealth Management Cube ("WMCube") is a SFC licensed corporation (CE No. BEC913) in Hong Kong. We are providing B2B & B2B2C Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions. Our Finance team is looking for an Account and Settlement Officer to support our fast growing business.Responsibilities:Handle daily client money...

Wealth Management Cube Ltd is a fast-growing financial services company in Hong Kong, providing B2B & B2B2C solutions. We are seeking an experienced Account and Settlement Officer to support our expansion.Main Responsibilities:Oversee daily client transactions, including money deposits, withdrawals, and FX conversionsCoordinate with colleagues to ensure...

Role OverviewWe are seeking a highly motivated and experienced Family Office Investment Strategist to join our dynamic team at River Delta Wealth Management. This exciting opportunity will involve working closely with the CEO to develop and implement investment strategies across various asset classes, including equities, hedge funds, and alternative...

Job DescriptionAs a Financial Risk Management Professional at Macrowaters Asia Fund Management Limited, you will be responsible for:Create consistent positive returns for clients/investors of >8-12% net p.a.Implement a strong risk management 'low risk-low vol' strategy.Manage and grow client base of Asian/global institutions, listed companies, UHNWI,...

About Dah Sing Financial GroupWe are a leading financial services group in Hong Kong, offering banking, insurance, and related services through our extensive network of branches in Hong Kong, Macau, and Mainland China. Our core values are built around caring, teamwork, and progressiveness.Job PurposeThis role is designed to provide exceptional service to...

Investment Consultant / Wealth Management AdvisorA career opportunity in Hong Kong SAR awaits a skilled Investment Consultant / Wealth Management Advisor with Manulife (International) Ltd.Job DescriptionCreate and implement investment strategies for clientsManage finances and provide exceptional customer serviceSkills and QualificationsFinancial planning and...

About HSBCHSBC serves 41 million customers globally, including 6.7 million international customers. Our wealth management expertise helps our customers manage, protect, and grow their wealth through borderless banking and world-class capabilities.We operate across Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and...