Wealth Management Assistant

At St. James's Place, a globally recognised leader in wealth management, we offer you the autonomy to maximize your potential and develop your own client base within our prestigious organisation.Why St. James's Place?Impressive Scale : With £179 billion (circa $226 billion USD) in client funds under management, we set the industry standard for trust and...

Direct message the job poster from Fargo Wealth GroupResponsibilities:Act as Investment Consultant in providing comprehensive investment related services to Account Managers and high-net-worth customers, covering the entire asset allocation process. This includes tailor-made investment proposal preparation (Chinese & English), portfolio analysis and product...

Wealth Management Cube ("WMCube") is a SFC licensed corporation (CE No. BEC913) in Hong Kong. We are providing B2 B & B2 B2 C Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions. Our Finance team is looking for an Account and Settlement Officer to support our fast growing business. Responsibilities: Handle daily client money...

Wealth Management - Investment Assistant (HK)Responsibilities:Helping Institutional Wealth Advisor to do the routine work, such as completing required paperwork, conducting research projects, record maintenance.Responding to client inquiries and helping clients on their accounts, like opening accounts, checking accounts activities, and coordinating with back...

Get AI-powered advice on this job and more exclusive features. Responsibilities Complete personal performance targets, work around various KPI indicators to achieve the balance between process management, client base and revenue indicators. Keep track of the global market trends and major events, understand the current selling points and business strategy,...

Become a Wealth Management Associate at HSBC Global Private Banking and play a key role in helping high net worth and ultra-high net worth clients manage, grow, and preserve their wealth.About the RoleIn this position, you will:Work closely with clients to understand their financial goals and objectives.Develop and implement personalized investment...

Get AI-powered advice on this job and more exclusive features.ResponsibilitiesComplete personal performance targets, work around various KPI indicators to achieve the balance between process management, client base and revenue indicators.Keep track of the global market trends and major events, understand the current selling points and business strategy,...

Wealth Credit Management Underwriter - AVPWealth Credit Management Underwriter - AVPApply locations: Hong Kong, Hong Kong Time type: Full time Posted on: Posted 2 Days Ago Job requisition id: 25835991 Citi Global Wealth (CGW) is a Division of Citi focused on serving the needs of clients across the entire wealth spectrum. It delivers a wide range of products...

Job Summary:We are seeking an experienced Wealth Management Professional who will be responsible for managing and advising on investments for private wealth clients. The ideal candidate will have a strong understanding of investment products and be able to develop and implement effective investment strategies.Responsibilities:Manage and advise on investments...

Wealth Management - Institutional Wealth AdvisorThis 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...

We are looking for a Wealth Management Associate to join our team at International Executive Service Corps. As a key member of our wealth management team, you will be responsible for originating and developing client relationships with high net worth individuals or families.Your primary objective will be to understand clients' wealth management needs and...

Job Title: Wealth Management ExpertAbout the PositionWe are seeking a seasoned expert in wealth management to join our team in AIA Hong Kong and Macau. The ideal candidate will have extensive knowledge of financial markets and instruments, as well as strong analytical and problem-solving skills.Job DutiesAnalyze client data and develop customized financial...

3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. With its diverse geographic coverage, AIA provides excellent opportunities for people looking for challenges. Our work culture is based on five values - People, Customer Focus, Performance, Integrity, Respect and Entrepreneurship. Our team provides a...

Job OverviewWe are seeking a highly motivated and experienced Associate to join our team at CICC. As a key member of our wealth management division, you will play a critical role in achieving business objectives by providing exceptional client service and driving revenue growth.Key ResponsibilitiesBuild and maintain strong relationships with clients to...

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...

Fiduciary Services SpecialistThe role involves working closely with relationship managers, team heads, and market heads to develop client relationships and conversations using various topics and subject matters that a wealth planner and family advisor should leverage.This specialist will provide technical support to Pv B RMs based in Hong Kong with the sale...

Join Our TeamWe are expanding our team in Hong Kong and seeking an experienced Insurance and Financial Advisor to manage new business development and existing clients across a defined territory.Your Key Responsibilities:Managing new business development and existing clients across a defined territory.You will have access to first-class learning and...

We are seeking a highly motivated Wealth Management Specialist to join our Private Banking team at DBS Bank. As a key member of our wealth management department, you will be responsible for identifying and pursuing new business opportunities with high-net-worth clients.Job Requirements:Provide differentiated service to high-net-worth customers.Establish...

We are seeking a passionate and driven individual to join our exceptional wealth management team. As a leading bank in Hong Kong, we offer a dynamic environment for career growth.About the RoleThis is an exciting opportunity to develop your skills and expertise in wealth management. You will work closely with our experienced team to deliver outstanding...

Join our elite wealth management team as a Premier Financial Advisor and take your career to new heights. As a leading bank in Hong Kong, we offer a dynamic environment for career growth and development.About the OpportunityThis is a unique chance to develop your skills and expertise in wealth management, working closely with our experienced team to deliver...