Financial Services Advisor

1 week ago Be among the first 25 applicantsManulife Hong Kong and Macau has been a trusted name in Hong Kong for over 125 years, providing diverse protection and wealth products and services to 2.4 million customers. As the leading financial institution, we aim to be the most digital, customer-centric global company in our industry. We manage the retirement...

3 weeks ago Be among the first 25 applicantsSenior Manager, Wealth Management & Protection @ AIA | MDRT AchieverCompany DescriptionAIA Group Limited and its subsidiaries (collectively "AIA" or the "Group") are the largest independent publicly listed pan-Asian life insurance group, with a presence in 18 markets including Mainland China, Hong Kong SAR,...

About the RoleDBS Treasures seeks a senior financial services advisor to join our team. As a key member, you will be responsible for developing and implementing effective strategies to promote financial planning services and wealth management products to affluent customers.Your primary goal is to acquire new customers and increase business opportunities...

Job PositionWe are seeking a highly skilled professional to work as a Financial Solutions Advisor.As a Financial Solutions Advisor, your key responsibilities will include providing specialist advice, developing and retaining quality relationships, engaging end-to-end insurance services, maintaining a positive team culture, and ensuring compliance guidelines...

We are seeking an experienced Strategic Financial Advisor to join our team in the New York City Metropolitan Area.ResponsibilitiesResponsibilities include developing and maintaining financial models, analyzing financial data, and providing strategic financial advice to senior management.The ideal candidate will have a strong background in finance, including...

Key ResponsibilitiesThe successful Strategic Financial Advisor will be responsible for:Assessing clients' financial data to develop targeted investment plans and retirement solutionsProviding expert advice on financial planning, investments, and wealth management to clientsMaintaining up-to-date knowledge of industry trends, products, and regulatory...

Job SummaryWe are seeking an experienced Executive Financial Advisor to join our team. In this role, you will be responsible for developing and maintaining business relationships with high-net-worth individuals, their families, family offices, and corporates.Key ResponsibilitiesDeveloping and maintaining strong business relationships with target clients,...

About UsUnicorn Advisor (HK) Limited is a leading investment banking firm dedicated to providing exceptional financial solutions to our clients.Job Description: VP Corporate FinanceWe are seeking a highly skilled VP Corporate Finance professional to join our team. In this role, you will be responsible for executing various corporate finance transactions,...

Key Responsibilities:This Senior Compliance Advisor will be responsible for:Providing compliance advisory services to our global markets businessReviewing new business and product proposals to ensure compliance with regulatory requirementsMonitoring regulatory changes and updates to ensure our business remains compliantOversseeing related compliance projects...

**Job Description:** As a Private Banking Professional, you will be responsible for providing professional insurance planning services to potential customers.You will analyse customers' personal financial situation and identify their needs in financial services.You will recommend life insurance products and investment-linked products to best suit their...

We're excited to announce an exciting opportunity for a skilled Business Manager to join our team in Hong Kong. As a key member of the Asia business management team within Global Banking COO APAC, you'll have the chance to drive business growth and success.Your main responsibilities will include:Leading cross-functional teams to achieve business...

Company Overview:Unicorn Advisor (HK) Limited is a leading financial services provider, dedicated to delivering exceptional margin financing solutions to our clients.Job Summary:We are seeking an experienced Financial Risk Expert to join our team, responsible for ensuring the timely response to margin calls and maintaining effective credit evaluation...

Job SummaryThe Financial Crime Prevention Advisor will play a critical role in ensuring the bank's compliance with anti-money laundering (AML) and combating terrorist financing (CTF) regulations. Key Responsibilities: Advise management and business units on AML/CTF related matters, including customer due diligence and transaction monitoringIdentify and...

About Dah Sing Financial GroupCompany OverviewThe Dah Sing Financial Group is a leading financial services organization in Hong Kong, offering banking, insurance, and related services through its extensive network of branches across the region.Key ResponsibilitiesAs a Service Officer, you will be responsible for handling counter transactions, assisting with...

Company OverviewCiti is a global bank that provides financial services to individuals, corporations, and governments. With a presence in over 160 countries, Citi offers a wide range of products and services including investment banking, consumer banking, and wealth management.Job DescriptionWe are seeking a Senior Portfolio Advisor to join our team in Hong...

About Dah Sing GroupThe Dah Sing Group is a leading financial services organization in Hong Kong, providing banking, insurance, and related services through its expanding network of over 70 branches in Hong Kong, Macau, and Mainland China. Our core values are centered around caring, teamwork, and progressiveness. We recognize that every individual has unique...

At Unicorn Advisor (HK) Limited, we're seeking a talented Customer Service Representative who speaks Mandarin fluently.This is an exciting opportunity to join our team and leverage your strong communication skills to deliver exceptional client service.The ideal candidate will be able to take initiative, work independently, and thrive in a fast-paced...

Investment Consultant / Wealth Management AdvisorAt Manulife (International) Ltd, we are looking for a highly motivated Investment Consultant / Wealth Management Advisor to join our team in Hong Kong SAR.The RoleDevelop and execute investment plans for clientsProvide excellent customer service and manage client financesQualifications and SkillsFinance...

Are you a motivated and results-driven individual looking to start your career in financial services? We are seeking a talented Financial Planning Specialist to join our team at AXA Hong Kong and Macau.In this role, you will be responsible for developing personalized financial plans for our valued clients, conducting regular reviews and updates, and ensuring...

About Dah Sing Financial GroupThe company is a leading financial services group in Hong Kong, offering a wide range of products through its extensive network.Our culture emphasizes caring, teamwork, and progressiveness. We strive to create an environment where every individual can grow and thrive.Job Description:You will be reporting to the Head of Wealth...