Wealth Management Professional

About the RoleWe are seeking an experienced Wealth Management Professional to join our team as an Assistant Manager. In this role, you will be responsible for managing client relationships and delivering a wide range of private wealth management services to External Asset Management (EAM)/ Introducing Broker(IB) institutional clients.Key...

Key ResponsibilitiesDeliver the full range of wealth management and banking services to HSBC's high net worth individual clients, establishing and managing relationships to grow portfolio assets under management and revenue.Identify and leverage business development opportunities across HSBC's channels, network, and brand to pursue growth with a focus on...

Job OverviewCiti is a leading global financial services company with a history spanning over 200 years. We are committed to delivering exceptional wealth management solutions to high net worth individuals and their families. Our team of professionals provides personalized service, tailored advice, and innovative products to help our clients achieve their...

Job DescriptionUnicorn Advisor (HK) Limited seeks a high-performing Private Wealth Management Manager to join our dynamic team.Key Responsibilities:Establish and maintain strong, long-term relationships with high net worth clients to drive growth in Assets Under Management (AUM).Collaborate closely with Investment Analysis and Product teams to provide...

About Hang Seng Bank LimitedWe are committed to service excellence, focusing on personal wealth management and financial services through our one-stop wealth management initiatives. Our goal is to provide best-in-class products and services to over half of the adult population in Hong Kong.Job SummaryWe seek a high-caliber professional to manage...

At Bank Of China (Hong Kong) Limited, we are seeking an experienced Senior Insurance Specialist to join our team.About the RoleWe are looking for a highly skilled and motivated individual who can achieve individual/branch/area insurance sales business targets. The successful candidate will be responsible for providing professional wealth management services...

At Talent Pro Recruitment Company Limited, we are seeking an experienced Retail Banking Relationship Manager to join our team.About the RoleThis is a fantastic opportunity for a results-driven professional to build and maintain strong relationships with assigned Chinese background customer portfolio. As a key player in our wealth management team, you will be...

Key ResponsibilitiesWe are seeking an experienced and results-driven Executive Wealth Manager to join our team at DARMAX GLOBAL. In this role, you will be responsible for building and maintaining strong relationships with high-net-worth individuals and families, providing them with exceptional service and ensuring their financial goals are met.Client...

Job DescriptionWe are seeking a highly skilled Wealth Management Specialist to join our team. In this role, you will be responsible for serving as the liaison between clients and our team, providing top-notch support and ensuring seamless communication.Key ResponsibilitiesAct as the primary point of contact for clients, addressing inquiries and concerns in a...

AIA International Limited is driving an innovative movement to create a healthier, more sustainable future for everyone.About the RoleAs the Senior Principal /Associate Director of Life & Wealth Management Strategy team, you will be responsible for formulating wealth management propositions, driving business strategies, developing and executing sales &...

Job Title: Wealth Management ExpertWe are seeking a skilled professional to manage client portfolios and provide exceptional service.Serve as the primary point of contact for clients, providing timely and accurate information regarding their inquiries and account activities.Analyze and monitor client investments, ensuring alignment with their financial goals...

Job Description:Become a part of our Private Banking team at Bank Of China (Hong Kong) Limited, where you will have the opportunity to work closely with experienced investment consultants and develop your skills in wealth management.Key Responsibilities:Assist senior colleagues in analyzing market trends and preparing comprehensive investment proposals that...

Position OverviewAs a Financial Management Professional, you will be part of the business team responsible for overseeing the firm's operations, encompassing accounting, compliance, and risk management functions. This role offers extensive exposure and diverse responsibilities, allowing you to grow into a well-rounded professional and ensure the efficient...

Job DescriptionWe are seeking a seasoned Business Development Manager, Wealth Services to join our team at Bank Of China (Hong Kong) Limited. As a key member of our wealth management department, you will be responsible for identifying and developing long-term banking relationships with customers, championing one-stop personal banking services, and providing...

Company OverviewFargo Wealth Group Limited is a leading wealth management firm committed to providing exceptional investment services to our clients.

Key ResponsibilitiesAs a Health & Wealth Specialist, you will be responsible for:Providing comprehensive administration support to the Senior Health & Wealth Manager, ensuring seamless execution of business priorities.Owning day-to-day benefits management within market, including vendor liaison, invoice processing, and tax reporting.Administering retail...

Company OverviewAt Goldman Sachs, we strive to empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide comprehensive advice and services to a wide range of clients, including high net worth individuals, family offices, foundations, and corporations.Job DescriptionWe are seeking a...

Job DescriptionWe are seeking a highly skilled Wealth Management Specialist to join our team at Goldman Sachs Group, Inc. This role will involve working closely with clients to provide exceptional service and support.About the RoleThis is an exciting opportunity for a motivated and results-driven individual to join our Wealth Management team. As a Wealth...

Our teams work one-on-one with high net worth individuals and families, as well as select institutions, including foundations and endowments. The New Private Wealth Advisor Development Framework allows new advisors to gain a comprehensive level of general knowledge and acquire specialized expertise within the team. As a trusted advisor, you will serve as a...

Company OverviewDeutsche Bank's IPB business is a leading wealth manager worldwide, offering clients a comprehensive range of traditional and alternative investment solutions. As a trusted partner for wealthy individuals and entrepreneurs, family offices, and foundations, we create lasting value through bespoke solutions. Our global network and close...