Senior Wealth Counsellor

- Bring in and hunt new ultra high net worth clients for the bank.  - Take care of the client's investment and wealth planning needs by working together with other teams including investment counsellors, product specialists, credit, trust, etc.  - Cross-sell the bank's universal platform and other products including but not limited to investment...

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...

The successful candidate will be responsible for overseeing IT operations across Fargo Wealth Group's global offices.This includes:Coordinating with the team leader to ensure seamless IT operations, encompassing network communication, server and data center management, data storage and backup, hardware and software setup and maintenance, office and desktop...

Wealth Management - Institutional Wealth Advisor This position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. Understands client needs and requirements, identifies investment opportunities, and provides financial advice to clients. The job duties associated with this role...

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,...

About the Role:We are seeking a highly skilled Wealth and Wellness Manager to join our team in APAC. This role will be responsible for delivering total rewards that reflect our entrepreneurial culture, are market competitive, and support our global growth.The ideal candidate will have 1-3 years of professional experience, preferably in a retail environment....

1 week ago Be among the first 25 applicants Elite Education is a leading education consultancy with a decade of experience helping our students achieve their dreams. With offices in Hong Kong, Shenzhen, and the USA, we are dedicated to ensuring our clients achieve their ambitions. We are excited to announce the expansion of our services to Singapore. This...

Pension and Retirement ExpertiseMercer is seeking a Senior Consultant to join our Wealth team in Hong Kong. This role will involve leading projects related to pension and retirement needs of corporate and government clients.About the RoleThe ideal candidate will have 10+ years of experience in the pension advisory industry, including client-facing duties....

1 week ago Be among the first 25 applicants Direct message the job poster from BOC Group Life Assurance Company Limited Joey Kam, AChFP, Medical Insurance Specialist BOC Life rooted in Hong Kong with a strong background. Our life insurance business was launched in Hong Kong in 1998 by the main shareholders BOC Hong Kong (Holdings) Limited ("BOC Hong Kong")...

Be among the first 25 applicants Direct message the job poster from Fargo Wealth Group Responsibilities: Assist the team leader in managing the entire group's IT operations, including basic network communication, server and data center management, data storage and backup, hardware and software setup and maintenance, office and desktop operations, information...

Business Function DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each...

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...

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...

At Swiss Privilege, we are committed to helping our clients achieve their long-term financial goals.About the RoleThis is a full-time on-site position located in Hong Kong SAR for a Wealth Relationship Manager. The successful candidate will be responsible for building and maintaining client relationships, understanding client needs, providing financial...

Business Unit: Store Support Centre (SSC) Time Type: Full-time Description & Requirements Who we are lululemon is an innovative performance apparel company for yoga, running, training, and other athletic pursuits. Setting the bar in technical fabrics and functional design, we create transformational products and experiences that support people in moving,...

About the Opportunity: We are seeking a Private Wealth Management Professional to join our team at DL Holdings Group. In this role, you will be responsible for delivering exceptional client experiences and driving business growth through strategic partnerships and relationships.Key Responsibilities:Develop and execute customized private wealth management...

About UsCiti is a global financial services institution with a rich history spanning over 200 years. We have established ourselves as a leading player in the industry, providing a wide range of financial products and services to individuals, corporations, governments, and institutions worldwide.Our Hiring Process involves identifying top talent and...

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...

Job Description:We are seeking a highly skilled Wealth Management Product Manager to join our Personal Digital Banking Product Department. As a key member of our team, you will be responsible for the daily management and maintenance of fund/unit trust products.You will search for appropriate products from existing platforms and explore new products from the...