AVP Associate in Wealth Management
7 days ago
**Key Responsibilities**
The ideal candidate will be responsible for promoting financial planning services and wealth management products, identifying customer needs through financial analysis and providing suitable solutions. They will also attend to customer queries, perform call activities, and meet sales targets assigned by DBS Treasures Centre Manager and/or Branch Manager.
This role requires strong listening skills, an inquisitive mind, and the ability to influence. The successful candidate will possess excellent written and verbal communication skills, fluency in Mandarin and English, and other relevant competencies based on the competency matrix.
-
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...
-
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...
-
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...
-
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'...
-
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeJob Description - Associate to AVP, Treasures Relationship Manager, Treasures & Distribution, CBG & WM (WD71707) Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products...
-
Associate Director, Wealth Management
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China CIS Group 順安集團 Full time23 hours ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. About the Job Are you an experienced financial professional looking for more opportunities to advance your career? At CIS Group, we offer a platform where you can enhance your expertise, take on leadership roles, and enjoy uncapped career growth in...
-
Product Visionary for Fosun Wealth
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Fosun Wealth Holdings Full timeFosun Wealth Holdings: A Leading Asset ManagerWe are a leading asset manager committed to delivering exceptional investment solutions to our clients. Our asset management division offers a wide range of products, including notes, structure notes, equity products, fixed income, and alternatives. We are seeking a talented Product Director to join our team and...
-
AVP/Sr Associate, COO
22 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeJob Title: AVP/Sr Associate, COO - Business Management & Customer Experience, IBG (240000F1) Business Function Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans,...
-
Settlement and Compliance Manager
5 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...
-
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...
-
Private Wealth Strategist
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeDBS Bank (Hong Kong) Limited offers a dynamic environment that supports your development and recognises your achievements. As a Treasures Private Client Relationship Manager, you will drive TPC business through promoting full-range wealth management products and services to customers.Key Responsibilities Identify customer needs through financial planning and...
-
Executive Director Wealth Advisory
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China CIS Group 順安集團 Full timeAbout the RoleCIS Group 順安集團 is seeking an experienced financial professional to join its wealth management team. As an Associate Director, Wealth Management, you will be responsible for developing and managing a portfolio of high-net-worth clients, providing tailored financial solutions to help them achieve their goals.You will also lead and mentor...
-
AVP, Specialist, Product Management
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeBusiness Function DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each...
-
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...
-
AVP, General Insurance
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China PineSearch Consulting Full timeAVP, BD Manager, General Insurance (Corporate) Our client is an international financial institution. They are now looking for an AVP to join their general insurance team for corporate clients. Key Responsibilities: Research and pursue new markets and business opportunities; contribute to business planning and development Maintain existing business and...
-
Accounting Operations Specialist
5 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...
-
Fund Settlement Coordinator
5 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...
-
Wealth Management Manager
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China AIA Hong Kong and Macau Full time2 days ago Be among the first 25 applicantsDirect message the job poster from AIA Hong Kong and MacauAIA Hong Kong and Macau Associate Wealth Management DirectorAre you passionate about financial planning and ready to take your career to the next level?Do you dream of a role where your hard work directly translates into high income, career growth, and...
-
Wealth Management Manager
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China AIA Hong Kong and Macau Full time2 days ago Be among the first 25 applicants Direct message the job poster from AIA Hong Kong and Macau AIA Hong Kong and Macau Associate Wealth Management Director Are you passionate about financial planning and ready to take your career to the next level? Do you dream of a role where your hard work directly translates into high income, career growth, and...
-
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,...