Customer Wealth Advisor

Job OverviewWe are seeking a highly experienced Tax and Legal Advisor to join our team at Unicorn Advisor (HK) Limited. As a key member of our family office, you will be responsible for providing expert tax and legal advice to high net worth individuals across the globe.About YouYou hold a degree in Business, Accounting, Finance or related disciplines and...

Job Description 1. Developing and maintaining business relationship with high-net-worth individuals, their families, family offices and corporates. 2. Deeply understanding customers' needs, providing customers with professional asset allocation suggestions, continuously providing excellent post investment services and establishing long-term service...

Role ProfileThe successful candidate will be responsible for developing and maintaining relationships with affluent customers, identifying their financial needs, and providing tailored solutions on a range of banking, insurance, and investment products.Main Responsibilities(A) Promotion of Financial Planning Services and Wealth Mgt ProductsDevelop and...

Senior Financial Role – Wealth Investment ServicesJoin our team as a Senior Financial Advisor and take advantage of this exciting opportunity in wealth management.About the Job:Design and execute investment strategies tailored to clients' financial objectives and risk appetites.Establish and maintain robust relationships with clients through regular...

Why Join Us?We are a leading insurance broker, partnering with private banks, family offices, law and tax advisory firms to offer bespoke wealth planning solutions to high net worth individuals globally. With over 40 years of experience, we have developed a reputation for delivering exceptional service and expertise.We prioritize building strong...

Are you a driven and ambitious professional with a passion for financial services? Do you thrive in fast-paced environments and enjoy working with people? If so, we'd love to hear from you!We're seeking a talented Financial Advisor to join our team at Acuma Hong Kong. As a key member of our team, you'll be responsible for supporting a portfolio of clients...

Company Overview:HSBC is a leading global banking and financial services organization, committed to opening up a world of opportunity for our customers. We strive to be the best in all that we do, delivering exceptional customer service and creating long-term value for our shareholders.Wealth and Personal Banking (WPB) plays a vital role in achieving HSBC's...

Role OverviewWe are seeking a seasoned Business Development Executive to join our team at Unicorn Advisor (HK) Limited. As a Business Development Executive, you will play a pivotal role in driving growth and revenue by identifying, acquiring, and nurturing relationships with ultra high net worth clients.Key ResponsibilitiesIdentify and pursue new business...

Wealth Management Manager/TraineeAn exceptional opportunity for talented professionals to launch their career as a Wealth Management Manager/Trainee and contribute to our company's vision.You will work closely with high-net-worth individuals (HNWIs) to craft personalized financial portfolios that cater to their specific needs and goals.As part of our team,...

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.We are looking for an experienced Financial Sales Expert to join our team at DBS Bank. As a key member of our sales team, you will play a critical role in driving sales performance and...

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...

Wealth Management Manager/TraineeAn exciting opportunity for driven individuals to join our team as a Wealth Management Manager/Trainee and embark on a rewarding career journey.As a key member of our team, you will work closely with high-net-worth individuals (HNWIs) to develop personalized financial portfolios that align with their distinct needs and...

As a Branch Sales Manager at HSBC, you will play a key role in leading a team of Premier Relationship Managers and HSBC Premier Elite Directors to deliver exceptional customer service and drive sales growth.About the BranchOur international network and breadth of expertise enable us to support individuals, families, business owners, investors and...

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...

Direct message the job poster from Acuma Hong Kong. This position is for our office in Hong Kong, you must be willing to relocate to Hong Kong for this role. Acuma HK is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients' lives and financial wellbeing. We are looking for Financial Advisors who want to join us...

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...

Company OverviewWealth and Personal Banking (WPB) is a key business area within HSBC, responsible for delivering borderless banking and world-class wealth management to our customers.Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs.

About Us:At HSBC, we're driven by a passion to deliver the very best for our customers, employees, and communities. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs across the globe.Our four key business areas – Asset Management, Global Private Banking & Wealth,...

AIA is committed to providing exceptional customer service and delivering value to our clients.We are seeking a highly skilled and motivated individual to join our Wealth Management team as a Wealth Manager.Your key responsibilities will include:Providing wealth management services to high net worth clients.Maintaining and developing strong relationships...