Wealth Services Manager

Job Summary:We are seeking a highly skilled Wealth Services Manager to join our team at Dah Sing Bank. As a key member of our wealth management team, you will be responsible for providing exceptional service to our customers and driving wealth business growth through non-face-to-face channels.Main Responsibilities:Meet and exceed sales targets assigned by...

Job Purpose:To provide exceptional service to meet customers' wealth management needs and generate wealth business through non-face-to-face channels.Main Responsibilities:Meet or exceed sales targets assigned.Solicit wealth business through non-face-to-face channels, including foreign exchange-related products, equity-linked investments, investment funds,...

About Dah Sing Financial GroupThe Dah Sing Financial Group is a leading financial services organization in Hong Kong offering banking, insurance, financial, and other related services through its extensive network of over 70 branches in Hong Kong, Macau, and Mainland China.We value a culture that fosters a sense of pride in achieving something beyond just a...

Unlock Your Potential in a Dynamic CareerAre you looking for a challenging role that will utilize your skills and experience? HSBC is seeking a high-calibre professional to join our team as a Wealth Services Manager (Settlement).Key ResponsibilitiesAct as a subject matter expert in supporting settlement operations for local securities, China Connect, and US...

**Job Summary**Indosuez Wealth Management is seeking a highly skilled Client Onboarding Manager to join our team in Hong Kong. As a key member of our Middle Office, you will be responsible for ensuring the smooth onboarding of new private banking clients, while maintaining the highest standards of compliance and risk management.**Key...

About the Role:Indosuez Wealth Management is seeking a highly skilled Client Onboarding Manager to join our team. As a key member of our Middle Office, you will be responsible for ensuring the smooth onboarding of new private banking clients.Key Responsibilities:Manage the client onboarding process, including KYC/ CDD/ CRA reviews, to ensure compliance with...

Job Title: Wealth Management Advisor at Deutsche Bank Private Wealth Management Company Overview: Deutsche Bank's Private Wealth Management division is committed to delivering a comprehensive array of both traditional and innovative investment solutions to affluent individuals, entrepreneurs, family offices, and foundations worldwide. The team emphasizes the...

A Well-Established Banking Group is looking for an Officer/Senior Officer, Wealth Management Customer Service Your new company This prominent financial institution in Hong Kong offers corporate and commercial banking, trade finance, cash management, and wealth management services. Established in 1990s, it provides innovative and reliable banking solutions...

Vice President, Private Wealth Advisor - Asset & Wealth Management Wealth Management Overview At Goldman Sachs, we are dedicated to assisting clients in achieving their financial aspirations through our extensive wealth management services. Our advisor-led approach encompasses financial planning, investment management, banking, and comprehensive...

Vice President, Private Wealth Advisor - Asset & Wealth Management Wealth Management Overview At Goldman Sachs, we are dedicated to assisting clients globally in achieving their financial aspirations. Our advisor-led wealth management services encompass financial planning, investment management, banking, and comprehensive advisory solutions tailored...

Position OverviewAs a key player in our organization, you will be responsible for leading and developing a high-performing sales team within the wealth management sector. Your expertise will drive the achievement of our financial objectives and enhance client satisfaction.Key ResponsibilitiesRecruit and build a dynamic sales team.Guide and mentor team...

Vice President, Private Wealth Advisor – Asset & Wealth Management Wealth Management Overview At Goldman Sachs, we empower clients globally to achieve their financial aspirations through our comprehensive wealth management services. Our advisor-led approach encompasses financial planning, investment management, banking, and tailored advice for a...

About HSBCHSBC is a leading global banking and financial services organization with a presence in over 80 countries. Our mission is to provide a wide range of financial services to individuals, businesses, and institutions, helping them to achieve their goals and ambitions.About the RoleWe are seeking a highly skilled and experienced Marketing Manager to...

Elevate your career in the wealth management sector Wealth and Personal Banking is a global entity that merges Retail Banking with Wealth Management and Global Private Banking. Our vibrant team provides a comprehensive array of solutions and services tailored to meet the diverse needs of our clientele. As a Universal Banker, you will engage with a wide...

Elevate your career in Wealth Management and Personal Banking HSBC's Wealth and Personal Banking division is a global leader, merging Retail Banking with Wealth Management and Global Private Banking. Our dedicated team provides a comprehensive array of solutions tailored to meet the diverse needs of our clientele, which includes individual banking...

Job Summary:This position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. The successful candidate will understand client needs and requirements, identify investment opportunities, and provide financial advice to clients.Key Responsibilities:Develop and maintain business...

About Hang Seng Bank LimitedHang Seng Bank Limited is a leading financial institution in Hong Kong, committed to delivering exceptional service excellence and providing best-in-class products and services to its customers.Job DescriptionJob SummaryWe are seeking a high-caliber professional to join our Wealth Marketing and Proposition Team as a Wealth...

Asset & Wealth Management ExpertiseAt Goldman Sachs, our Asset & Wealth Management division helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net...

About HSBCHSBC is a leading global banking and financial services organization with a presence in over 80 countries. Our mission is to provide exceptional customer service and innovative financial solutions to individuals, businesses, and institutions.About the RoleWe are seeking a highly skilled and experienced Premier Wealth Relationship Manager to join...

Key ResponsibilitiesRecruitment and Team Development: Build and expand a proficient sales team.Leadership and Coaching: Guide and mentor the sales team to enhance the wealth management division and meet financial objectives.Data Management: Provide accurate and timely prospect data to facilitate management reporting and sales forecasting.Business...