Wealth Planning Director

Company OverviewHowden Private Wealth is a leading provider of insurance solutions to high-net-worth individuals globally. With over 40 years of experience, we have established ourselves as the preferred wealth planning partner to private banks, family offices, and law firms.We have a global presence with representatives in key locations, including Hong...

Company Description JS Wealth serves High Net Worth Individuals and family trusts and estates. Its mission is to be the best multi-family office in Asia, providing outcomes-based planning and bespoke solutions with simplicity and transparency. Partnered with iFAST Global Markets, JS Wealth utilizes its fintech wealth management platform to access a broad...

Company OverviewJS Wealth is a leading multi-family office in Asia, dedicated to providing personalized wealth management solutions for High Net Worth Individuals and family trusts. Our mission is to deliver tailored outcomes-based planning and bespoke investment advice with transparency and simplicity.Job DescriptionWe are seeking a full-time Private Client...

At Howden Private Wealth, we specialize in crafting bespoke wealth planning and insurance solutions for high-net-worth individuals globally. Our team of experts has developed a deep understanding of the complexities surrounding UHNW clients' needs, allowing us to deliver tailored advice and guidance.Our extensive network enables us to address clients'...

Fosun Wealth Holdings: A Leading Asset ManagerWe are a leading asset manager committed to delivering exceptional investment solutions to our clients. Our asset management division offers a wide range of products, including notes, structure notes, equity products, fixed income, and alternatives. We are seeking a talented Product Director to join our team and...

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, Singapore,...

With a strong presence in key markets worldwide, Howden Private Wealth is renowned for its expertise in wealth planning and insurance solutions. As an independent broker, we have established relationships with the world's most respected private banks, family offices, law firms, and tax advisory groups.We pride ourselves on delivering holistic solutions to...

About the RoleCIS Group 順安集團 is seeking an experienced financial professional to join its wealth management team. As an Associate Director, Wealth Management, you will be responsible for developing and managing a portfolio of high-net-worth clients, providing tailored financial solutions to help them achieve their goals.You will also lead and mentor...

Job DescriptionWe are seeking an experienced Product Director to lead our asset management product team at Fosun Wealth Holdings. The successful candidate will be responsible for developing and executing our overall product strategy and roadmap, including positioning, feature enhancements, and market expansion across various product lines.Main...

Company OverviewCITIC CLSA is a leading financial institution dedicated to providing innovative solutions for high-net-worth individuals and corporate clients. Our mission is to deliver exceptional wealth planning services, fostering long-term relationships built on trust and expertise.Job DescriptionWe are seeking an experienced Senior Wealth Planning...

At Prudential Hong Kong Limited, we seek a seasoned professional to lead our affluent and High Net Worth (HNW)/ Ultra High Net Worth (UHNW) customers' wealth proposition development. As the Wealth Proposition Director, you will spearhead the creation of a differentiated wealth proposition encompassing wealth accumulation, protection, and transfer.Key...

We are looking for an Executive Director of Wealth Management to join our team at Ateca Consulting in Hong Kong. As a seasoned professional in private banking, you will be responsible for leading a team of experienced private bankers and driving growth through strategic partnerships and innovative wealth solutions.This is an exciting opportunity to work with...

Business Development OpportunityWe are seeking a regional wealth management director to lead our client solutions team in Hong Kong or Singapore. As a seasoned professional, you will be responsible for developing business strategy with a focus on wealth managers, driving growth through client acquisition and retention, and staying ahead of the...

About the CompanyJS Wealth is a pioneering multi-family office in Asia, committed to providing innovative wealth management solutions for High Net Worth Individuals and family trusts.Job SummaryWe are seeking an experienced Private Client Relationship Manager to join our team in Hong Kong SAR, who can provide exceptional client experiences through...

About UsAt JS Wealth, we strive to provide the best possible service to our clients, leveraging our fintech wealth management platform to access a broad range of investment assets.The RoleAs a Private Client Relationship Manager, you will be responsible for delivering exceptional client experiences through consultative financial planning advice, business...

About the Role:We seek an experienced Executive Director to join our prestigious organisation in a dynamic wealth management capacity.With a proven track record of building and managing high-value client relationships, you will be responsible for delivering exceptional financial solutions and driving business growth.Key Responsibilities:Identify and acquire...

Job SummaryHowden Private Wealth is seeking an experienced Estate Planning Consultant to join our team. As a key member of our sales team, you will be responsible for developing relationships with referral sources to identify potential prospects for our planning and life insurance products.ResponsibilitiesMeet with clients to present our planning concepts...

Howden Private Wealth offers unparalleled expertise in wealth planning and insurance solutions for ultra-high net worth (UHNW) individuals globally. Our experienced professionals have developed a deep understanding of the complexities surrounding UHNW clients' needs, enabling us to provide tailored advice and guidance.We take pride in our ability to deliver...

About UsAt HSBC, we believe that everyone deserves access to financial services that meet their needs. Our mission is to open up a world of opportunity for our customers by providing innovative banking solutions.Job RoleWe are currently seeking a talented Marketing Manager to join our Wealth and Personal Banking team. As a Marketing Manager, you will play a...

Role DescriptionAs an Estate Planning Consultant at Howden Private Wealth, you will be responsible for developing relationships with referral sources to identify potential prospects for our planning and life insurance products. You will meet with clients to present our planning concepts and life insurance products, track and follow up on prospective client...