Wealth Management Professional
7 days ago
AIA Hong Kong and Macau invites applications from motivated professionals who are passionate about financial planning and ready to grow their careers. As a Financial Planning Manager, you will play a critical role in helping clients achieve their financial aspirations.
Key Responsibilities:- Assess client financial situations and develop personalized plans
- Select suitable financial products and services to meet client needs
- Built long-term relationships with clients
- Deliver exceptional customer service to ensure client satisfaction
Join our team and enjoy a dynamic work environment, comprehensive training programs, and clear career progression opportunities.
Key qualifications include strong communication and interpersonal skills, self-motivation, and a results-oriented approach.
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Private Wealth Adviser
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China JS Wealth Full timeCompany Description JS Wealth serves High Net Worth Individuals and family trusts and estates. Its mission is to be the best multi-family office in Asia, providing outcomes-based planning and bespoke solutions with simplicity and transparency. Partnered with iFAST Global Markets, JS Wealth utilizes its fintech wealth management platform to access a broad...
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Wealth Management Consultant
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full timeAt 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'...
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High Net Worth Wealth Manager
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China JS Wealth Full timeCompany OverviewJS Wealth is a leading multi-family office in Asia, dedicated to providing personalized wealth management solutions for High Net Worth Individuals and family trusts. Our mission is to deliver tailored outcomes-based planning and bespoke investment advice with transparency and simplicity.Job DescriptionWe are seeking a full-time Private Client...
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Wealth Management Professional
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China AIA Hong Kong and Macau Full timeAIA Hong Kong and Macau is a leading life insurer and multinational corporation in Asia-Pacific, striving to help communities across Asia live healthier, longer, better lives.As a Senior Wealth Management Manager at AIA Hong Kong and Macau, you will be empowered to select appropriate financial and insurance products for clients based on their financial...
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Product Visionary for Fosun Wealth
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Settlement and Compliance Manager
6 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Wealth Management Cube Ltd Full timeWealth 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...
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Private Client Relationship Manager
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China JS Wealth Full timeAbout the CompanyJS Wealth is a pioneering multi-family office in Asia, committed to providing innovative wealth management solutions for High Net Worth Individuals and family trusts.Job SummaryWe are seeking an experienced Private Client Relationship Manager to join our team in Hong Kong SAR, who can provide exceptional client experiences through...
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Experienced Financial Advisor
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China JS Wealth Full timeAbout UsAt JS Wealth, we strive to provide the best possible service to our clients, leveraging our fintech wealth management platform to access a broad range of investment assets.The RoleAs a Private Client Relationship Manager, you will be responsible for delivering exceptional client experiences through consultative financial planning advice, business...
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Director of Wealth Management
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full timeAteca Consulting is a leading provider of private banking services, with a reputation for excellence and expertise in wealth management.We are currently seeking a highly skilled Director of Wealth Management to join our team, who will be responsible for building and managing a portfolio of high net worth individuals and ultra-high-net-worth clients.The ideal...
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AVP, Wealth Management Professional
1 day ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeDBS Consumer Banking Group is a leading bank in Asia that helps our customers realise their dreams and ambitions.We have a full spectrum of products and services including deposits, investments, insurance, mortgages, credit cards and personal loans to help our customers achieve their goals.ResponsibilitiesWe are seeking a skilled and experienced professional...
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Senior Wealth Management Professional
19 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China CICC Full timeCompany Overview:CICC is a leading financial institution dedicated to providing exceptional wealth management services to high-net-worth individuals, their families, family offices, and corporates. Our mission is to deliver tailored investment solutions that meet the unique needs of our clients.
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Accounting Operations Specialist
6 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Wealth Management Cube Ltd Full timeWealth 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...
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Executive Director of Wealth Management
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full timeWe are looking for an Executive Director of Wealth Management to join our team at Ateca Consulting in Hong Kong. As a seasoned professional in private banking, you will be responsible for leading a team of experienced private bankers and driving growth through strategic partnerships and innovative wealth solutions.This is an exciting opportunity to work with...
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Fund Settlement Coordinator
6 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Wealth Management Cube Ltd Full timeWealth 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...
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Insurance Solutions Advisor
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full timeHowden Private Wealth offers unparalleled expertise in wealth planning and insurance solutions for ultra-high net worth (UHNW) individuals globally. Our experienced professionals have developed a deep understanding of the complexities surrounding UHNW clients' needs, enabling us to provide tailored advice and guidance.We take pride in our ability to deliver...
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Senior IT Manager
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Fargo Wealth Group Full timeAbout Fargo Wealth GroupFargo Wealth Group is a leading financial services company that provides innovative solutions to its clients.We are seeking an experienced IT Specialist to join our team, responsible for managing the entire group's IT operations, including basic network communication, server and data center management, data storage and backup,...
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Senior Wealth Manager
20 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China ZA Full timeKey Responsibilities:We are seeking a highly skilled and experienced Senior Wealth Manager to join our team at ZA. As a key member of our marketing department, you will play a critical role in driving business growth and expansion through effective demand generation strategies.About the Job:This is a full-time position that requires a minimum of 6 years of...
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Financial Services Officer
6 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Wealth Management Cube Ltd Full timeWealth 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...
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Wealth Management Consultant
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Mercer Full timeWealth Management OpportunitiesMercer is seeking a Senior Consultant to join our Wealth team in Hong Kong. As a seasoned professional in the pension advisory industry, you will play a key role in delivering client work, leading client accounts, and supporting business development activities.About the PositionThis is a full-time role that requires working at...
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Regional Wealth Management Expert
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Polymath Search Full timeBusiness Overview:We are a fast-expanding Global Financial Institution partnering with Polymath Search to find a seasoned professional for our regional client solutions team.The successful candidate will be a senior member of the team, helping develop the business strategy with a focus on wealth management.As a key contributor, you will be responsible...