Wealth Management Professional

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...

HK Job Consulting is seeking a highly skilled Wealth Management Professional to join its team. This role involves working with high-net-worth individuals to develop and implement personalized wealth management strategies.The ideal candidate will have a strong background in finance, excellent communication skills, and the ability to build and maintain strong...

About UsDBS Bank is a leading financial institution in Asia, offering a comprehensive range of financial services to meet the diverse needs of our clients. We are committed to providing high-quality, timely and extensive wealth management, investment and financial solutions to our clients.We are seeking a Wealth Management Professional to join our team, who...

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...

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...

At BOC Group Life Assurance Company Limited, we are committed to providing comprehensive wealth management services to our customers.Our life insurance business has a strong background rooted in Hong Kong, and we are dedicated to delivering exceptional financial planning solutions to individuals and corporations.We are seeking a talented and motivated Wealth...

A Career in Wealth ManagementWealth and Personal Banking at HSBC offers a wide range of career opportunities in wealth management, from Asset Management to Retail Banking & Strategy. Our professionals work closely with clients to understand their needs and provide tailored solutions to help them achieve their financial goals.Principal...

AIA is a leading insurance company providing diverse opportunities for professionals seeking challenges.We are looking for high-caliber individuals who are passionate, proactive, forward-thinking, and innovative to join our team as Wealth Managers.Key Responsibilities:Provide wealth management services to high net worth individual clients.Maintain and...

Servicing high net worth individuals is a key aspect of this role.About This OpportunityWe are seeking an experienced Wealth Relationship Manager to join our team in Hong Kong SAR. As a Wealth Relationship Manager, you will be responsible for developing and executing strategies to build and maintain strong client relationships, and identifying opportunities...

About Dah Sing Group The Dah Sing Financial Group is a leading financial services organization in Hong Kong, offering a comprehensive range of banking, insurance, and wealth management services through its extensive network of over 70 branches. The group's currency is built on values such as caring, teamwork, and progressiveness, recognizing that each...

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...

Wealth Investment Services OpportunityElevate your career as a Vice President/Associate Director in our Wealth Investment Services team.About the Position:Create customized investment plans to cater to clients' needs and risk profiles.Nurture long-term partnerships with clients via regular updates and clear communication.Promote a range of financial...

Wealth Management Risk ProfessionalDBS Bank's Risk Management Group is seeking a skilled Wealth Management Risk Professional to join our team. As a key member of our group, you will be responsible for developing and implementing risk management strategies to ensure the bank's wealth management operations are conducted in a safe and sound manner.Key...

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....

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...

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 excited to announce that Anonymous is hiring talented professionals to join our team as Wealth Management Professionals. If you are passionate about helping others achieve their financial goals, this is the perfect opportunity for you.About the Job:Provide expert advice on insurance, financial/retirement planning, family inheritance, and global asset...

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:...

DARMAX GLOBAL seeks an experienced Relationship Manager to join our team in wealth management. The successful candidate will have a proven track record of building and maintaining strong relationships with high-net-worth clients, providing strategic financial advice, and delivering comprehensive solutions tailored to their unique needs.Key...

About UsHSBC is a global banking and financial services company that serves over 41 million customers worldwide.We offer a range of services including retail banking, wealth management, asset management, and insurance.Our international network enables us to deliver on our purpose of opening up a world of opportunity for our customers.Job DescriptionWe are...