Wealth Management Expert

Role SummaryWe are seeking a highly motivated and experienced Investment Consultant to join our team at Fargo Wealth Group. As an Investment Consultant, you will be responsible for providing expert advice on investment management and delivering exceptional client service.Main Responsibilities:Provide personalized investment recommendations to high-net-worth...

HSBC's Wealth and Personal Banking (WPB) division is dedicated to delivering exceptional wealth management services and insurance solutions to our customers. As an Insurance Product Expert, you'll be part of a team that leverages our global network and breadth of expertise to support individuals, families, business owners, investors, and entrepreneurs.The...

Job OverviewDBS Bank (Hong Kong) Limited is seeking a dedicated and experienced Wealth Management Expert to join our team. As a key player in the Treasures Private Banking segment, you will be responsible for driving business growth through promoting wealth management products and services to clients.About the RolePromote full range of wealth management...

Some careers grow faster than others.If you're looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

Job DescriptionFargo Wealth Group is seeking an experienced Investment Consultant to provide comprehensive investment related services to Account Managers and high-net-worth customers. As an Investment Consultant, you will be responsible for tailor-made investment proposal preparation, portfolio analysis, and product selection.Responsibilities:Act as a...

We Are Looking For\HSBC is seeking a highly skilled and motivated professional to join our Wealth and Personal Banking team as an Outreach Insurance Specialist. If you have a passion for delivering exceptional customer service and a proven track record of providing expert advice on insurance solutions, we would love to hear from you.\Key...

Wealth Management Cube Ltd seeks a skilled Asset Settlement Professional to join their Finance team. The successful candidate will be responsible for:Managing client money transactions, including deposits, withdrawals, FX, and internal transfersEnsuring timely and accurate funds settlementCollecting and processing feesMonitoring transaction compliance and...

Our CommitmentAs a trusted partner to leading private banks, family offices, law and tax advisory firms, we offer bespoke wealth planning solutions to high net worth individuals globally. With over 40 years of experience, we have established ourselves as a premier insurance broker, specializing in procuring insurance products for our clients.We prioritize...

About the RoleThe Investment Consultant will be responsible for delivering exceptional client service and providing expert advice on investment management. This role requires strong analytical skills, attention to detail, and excellent communication abilities.Key Responsibilities:Develop and implement customized investment plans for high-net-worth...

Our Commitment to ExcellenceAt Zoe Yung & Company (AIA), we are committed to delivering exceptional wealth management solutions to our clients. Our experienced team of professionals works tirelessly to ensure that our clients receive personalized attention and tailored strategies to meet their unique needs.We believe in building strong relationships with our...

About the JobFargo Wealth Group is seeking a skilled Investment Consultant to provide expert advice on investment management and deliver exceptional client service. As an Investment Consultant, you will be responsible for developing and implementing customized investment plans for high-net-worth clients.Key Responsibilities:Conduct thorough customer...

About Goldman SachsAt Goldman Sachs, we commit our people, capital, and ideas to help our clients, shareholders, and the communities we serve to grow. We believe that who you are makes you better at what you do, and we're committed to fostering and advancing diversity and inclusion in our own workplace and beyond.We offer competitive vacation policies based...

OverviewAt CICC, we are committed to delivering exceptional financial solutions to our clients. Our team of experts provides a wide range of services, including wealth management, investment banking, and securities trading. We are seeking a highly skilled Wealth Strategist and Manager to join our team and help us achieve our goals.The successful candidate...

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....

Wealth Management OpportunitiesAs a Wealth Management Consultant at AIA Hong Kong, you will be responsible for providing expert financial advice to clients and helping them achieve their long-term goals.You will work closely with a team of professionals to deliver exceptional service and support to our clients.BenefitsCompetitive remuneration package with...

As a Financial Operations Specialist at Wealth Management Cube Ltd, you will be responsible for:Managing client money transactions, including deposits, withdrawals, FX, and internal transfersEnsuring timely and accurate funds settlementCollecting and processing feesMonitoring transaction compliance and riskMaintaining daily reconciliationsConfirming fund...

The role of the Account and Settlement Officer at Wealth Management Cube Ltd involves handling daily client money transactions, ensuring timely funds settlement, collecting fees, managing transaction compliance, maintaining daily reconciliations, confirming fund transfers, and performing ad-hoc duties.Key responsibilities include:Client money management:...

HK Job Consulting is seeking an experienced Private Wealth Manager to join our team in Hong Kong. As a key member of our private wealth management department, you will be responsible for providing bespoke financial solutions to high-net-worth clients.Key ResponsibilitiesWealth Management: Develop and implement comprehensive wealth management plans to meet...

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...

About GUMGUM is a boutique consulting firm specializing in MPF solutions and financial consulting services. Our vision is to provide unparalleled expertise in the Health and Wealth Industry, empowering individuals to achieve financial freedom and well-being.Our MissionWe strive to create a collaborative and innovative work environment that fosters growth,...