Wealth Management Trainee

Graduate Trainee Program (Wealth Management) As a leading independent publicly listed pan-Asian life insurance group, AIA has a prominent presence across 18 markets. It is headquartered in Hong Kong and listed on the Main Board of The Stock Exchange of Hong Kong Limited. AIA strives to create a sustainable future and aims to be an industry leader in...

Our Management Trainee Programme aims to nurture property management professionals mainly through job rotation, mentorship, and structured training programmes within 18 months. MTs will be involved in a wide range of job functions, including facility management, customer relationship management, finance and asset management, event management, clubhouse...

Our company, Wealth Management Cube Ltd, is looking for a talented professional to fill the position of Account and Settlement Officer.Key Responsibilities:Process daily client fund transactionsManage daily account reconciliationsVerify and settle feesComply with regulations and manage riskRequirements:Degree in Accounting or FinanceExperience in settlement...

About UsGUM | Your MPF & EB Expert | Hong Kong is a prestigious boutique consulting firm in the Health and Wealth Industry. Our history dates back over 42 years, with a mission to provide exceptional MPF solutions and financial consulting services. We prioritize our employees' growth, fostering a fast-learning environment where innovation meets...

Wealth Management Cube (WMCube) is a leading financial services provider in Hong Kong. We are seeking a highly skilled Fund Settlement Officer to join our finance team.Key Responsibilities:Manage client fund transfers and settlementsPerform daily account reconciliationsCollect and pay fees accuratelyEnsure regulatory compliance and manage...

Wealth Management Cube (WMCube) is a company based in Hong Kong. We are seeking a Fund Settlement Officer to join our finance team.Key Responsibilities:Handle daily client fund transfersConduct daily reconciliationEnsure accurate fee collection and paymentMaintain compliance and manage riskQualifications:Bachelor's degree in Accounting or Finance1-3 years of...

Wealth Management Cube Ltd is a SFC licensed corporation in Hong Kong. Our Finance team seeks an Account and Settlement Officer to support our fast growing business.Responsibilities:Manage daily client money deposit/withdraw/FX/internal transfer processPerform daily funds settlement operationsCollect and pay feesEnsure compliance and risk management on...

Overview:With over 40 years of experience, Howden Private Wealth is proud to be a trusted wealth planning partner to top-tier private banks, family offices, law, and tax advisory firms.Key Responsibilities:Lead the Client Services team to deliver exceptional post-sales experiences.Drive process improvements to increase efficiency and productivity.Develop and...

At Tapestry, Inc., we are committed to building a global house of brands that inspire people around the world. As a Retail Management Trainee at Coach, you will play a key role in our mission by delivering exceptional customer service and driving sales growth.Job DescriptionWe are seeking a highly motivated and passionate individual to join our team as a...

Job DescriptionWe are seeking a talented Retail Management Trainee to join our team. In this role, you will be responsible for daily operations, including sales, merchandising, cashiering, and stock management. You will also be expected to achieve sales targets through excellent customer service and product knowledge.

Wealth Management - Institutional Wealth Advisor This position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. Understands client needs and requirements, identifies investment opportunities, and provides financial advice to clients. The job duties associated with this role...

time left to apply End Date: February 14, 2025 (27 days left to apply) job requisition id 25010045 Prudential's purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a...

Join Goldman Sachs Group, Inc.We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally. About the RoleThis position will be part of our Private Wealth Management team.You'll work with clients on asset...

Job OverviewWe are seeking a highly skilled and experienced individual to spearhead the development of our wealth proposition, focusing on affluent and high net worth customers. The successful candidate will lead the formulation of our wealth strategy, establishing a team to execute this plan in key markets.Key ResponsibilitiesWealth Strategy Formulation:...

Job DescriptionThe Director of Wealth Development will play a crucial role in shaping our wealth strategy, driving business growth, and increasing market share. This senior leadership position requires a proven track record in managing global or regional businesses, with extensive experience in insurance distribution and product management.Key...

Wealth Planning Expertise:  As a Wealth Planner at IPS Group, you will be responsible for delivering comprehensive wealth and philanthropic planning services to Ultra High-Net-Worth clients. This includes developing customized philanthropic strategies, creating comprehensive financial plans, and facilitating the transfer of an existing book of business to...

Job DescriptionWe are seeking an experienced Business Analyst to join our Wealth Management team.Responsibilities:Analyze business needs and develop solutions.Communicate with stakeholders and team members.Evaluate project progress and report findings.Maintain accurate project documentation.Requirements:Degree in Business Administration or Information...

About Us With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally. We have representatives across Hong Kong,...

Job Description: This position is responsible for developing business relationship with high-net-worth individuals, their families, family offices and corporates. Understands client needs and requirements, identifies investment opportunities and provides financial advice to clients. The job duties associated with this role may be expected to include but not...

Role and ResponsibilitiesAt Goldman Sachs, we are seeking a skilled and experienced lawyer to join our Asset Wealth Management team as a Senior Legal Advisor. As a Senior Legal Advisor, you will be responsible for providing high-quality, strategic legal advice and support to the business in all aspects of asset wealth management.The ideal candidate will have...