Wealth Management Specialist

Job DescriptionAs a Marketing Officer in the Wealth Management division of BNP Paribas, you will play a vital role in supporting the team in executing various marketing, communication, and engagement initiatives.Key ResponsibilitiesDrive engaging content development to enhance client experienceDevelop and maintain client-friendly marketing materials,...

OverviewWe are seeking a highly skilled Client Onboarding Specialist to join our team at Indosuez Wealth Management.About the RoleThis is a key position responsible for ensuring compliance with regulatory requirements and internal policies during the client onboarding process.Main Responsibilities:Conduct thorough KYC/CDD/CRA reviews to verify client...

Job SummaryWe are seeking a skilled Client Onboarding Specialist to join our team at Indosuez Wealth Management. As a key member of our Middle Office, you will be responsible for handling KYC reviews and other client onboarding matters.Key Responsibilities:Perform KYC/CDD/CRA reviews for new private banking clientsProvide support to the Head of Client Middle...

About BNP Paribas Wealth ManagementWe are a leading European Union bank with an uninterrupted presence in the region since 1860. Our company offers a wide range of financial services for corporate, institutional and private investors.Our Commitment to Diversity and InclusionWe passionately embrace diversity and foster an inclusive workplace where all...

Job DescriptionRole OverviewWe are seeking a highly skilled Senior Client Onboarding Specialist to join our team at Indosuez Wealth Management. As a key member of our Middle Office, you will be responsible for handling KYC reviews of new private banking clients and other issues related to client onboarding.Key ResponsibilitiesPerform account opening...

Wealth Management SpecialistAt Goldman Sachs, we are committed to helping our clients achieve their financial goals. As a Wealth Management Specialist, you will play a key role in providing comprehensive wealth management plans for high net worth individuals and families.Key Responsibilities:Develop and implement customized wealth management plans for...

We are seeking a Senior Wealth Management Specialist to join our team in Hong Kong. This is a full-time position that requires strong analytical and communication skills.The ideal candidate will have at least 5 years of experience in wealth management, preferably with experience in middle office. They should be able to review and approve all risk accounts,...

Job Title: Wealth ManagementJob Summary:CICC is seeking a highly motivated and experienced Wealth Management professional to join our team. As a Wealth Management specialist, you will be responsible for developing and maintaining business relationships with high-net-worth individuals, their families, and corporate clients.Key Responsibilities:Develop and...

Key Responsibilities:Deliver premium wealth management services to high-net-worth clients under the Capital Investment Entrant Scheme.Drive business development and sales through extensive experience in financial and/or immigration consulting.Manage designated client portfolios and onboard new clients.Develop strong relationships with clients, understanding...

Company OverviewHSBC is a global banking and financial services organization that provides a wide range of products and services to individuals and businesses. With a presence in over 80 countries, we are one of the largest banking and financial services organizations in the world.SalaryThe estimated annual salary for this role is HK$250,000 - HK$400,000...

About This Role:Fargo Wealth Group Limited is seeking a highly skilled IT Specialist to join our team. As an IT Specialist, you will be responsible for managing the company’s IT operations, including network communication, server and data center management, data storage and backup, hardware and software setup and maintenance, office and desktop operations,...

About This RoleWe are seeking a Strategic Wealth Management Specialist to join our team at Bank of China (Hong Kong) Limited.This is a full-time position that offers a competitive salary and benefits package.

Gentleman Capital Limited seeks a Senior Wealth Management Specialist to join our team in Hong Kong. As an Investment Consultant, you will be responsible for providing comprehensive investment services to our high-net-worth clients.Job DescriptionYou will analyze client portfolios and provide tailored investment recommendations based on their risk tolerance...

Company OverviewBrookfield Asset Management, Inc. is a leading global alternative asset manager with a 100+ year history of owning and operating real assets and related businesses.In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments.Together,...

Gravitas Recruitment Group is an esteemed financial services firm specializing in comprehensive wealth management solutions. With a strong emphasis on client satisfaction, we offer personalized financial, asset, and risk management advice.We are seeking a talented Wealth Management Solutions Specialist to join our business team. This individual will be...

Job DescriptionWe are seeking an exceptional Strategic Wealth Partnership Specialist to join our team at Frontier Financial Group.About the RoleThis is a unique opportunity to leverage your expertise in wealth management and client relationships to drive business growth and success. As a Strategic Wealth Partnership Specialist, you will be responsible for...

About Dah Sing GroupThe Dah Sing Group is a leading financial services group in Hong Kong, offering banking, insurance, and other related services through its network. Our values are caring, teamwork, and progressiveness. We believe in individual growth and a sense of pride in our work environment.We are seeking a Wealth Management Sales Executive to join...

Job Title: IT Operations Specialist - Financial InstitutionFargo Wealth Group Limited is seeking a skilled IT Operations Specialist to join our team in Hong Kong. As an IT Operations Specialist, you will play a vital role in managing the entire group's IT operations, ensuring seamless functionality and optimal performance.Company Overview:Fargo Wealth Group...

Unlock Your Potential in Wealth ManagementHSBC is seeking a high-calibre professional to join our Wealth and Personal Banking team as a Wealth Investment Product Expert.As a Wealth Investment Product Expert, you will be a subject matter expert on Wealth Investment Solutions, providing market updates to support Premier Relationship Managers in exploring...

About Dah Sing Financial GroupWe are a leading financial services group in Hong Kong offering banking, insurance, and other related services through our extensive network of over 70 branches across the region.Our values are built on caring, teamwork, and progressiveness. We believe that everyone is unique and different in talent, but alike in their capacity...