Job Description The candidate will serve as technical expert and resource on wealth planning matters...; retain, expand and deepen existing clients through a holistic and independent approach to the clients’ wealth planning needs...
, liquidity/insurance planning and asset protection. Job Description What is the opportunity? As the Wealth Planner...Job Summary You will meet with HNW clients to ascertain and understand their wealth planning needs and personal...
Key Responsibilities Deliver comprehensive wealth planning solutions, utilizing insurance and trust products, to high... as a subject matter expert on wealth planning and insurance/trust products, assisting both prospective and existing clients. Meet...
and subject matters which a wealth planner and family advisor should be able to leverage. The individual should support the Head... Job Summary Be part of the Wealth Planning and Family Advisory (WP & FA) team based in Hong Kong and the wealth advisory...
’ (or less) of working experience as a wealth planner or related professional areas (e.g. trusts, insurance) is highly preferred Prior... This junior role is suitable for candidate who has the career ambitious to grow as a wealth planner in the private wealth...
(e.g. TEP, CPA, CPWP, etc.) is a plus. At least 7-8 years’ of working experience as a wealth planner or related... range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the firm...
40 million customers worldwide through three global businesses: Wealth and Personal Banking, Commercial Banking, Global... direction, HSBC offers opportunities, support and rewards that will take you further. Wealth and Personal Banking (WPB) helps...
40 million customers worldwide through three global businesses: Wealth and Personal Banking, Commercial Banking, Global... direction, HSBC offers opportunities, support and rewards that will take you further. Wealth and Personal Banking (WPB) helps...
District. We regularly host the Challenge Academy and Challenge Wealth Management Programme (CWMP) to develop the... internationally recognized professional qualifications such as RFP Registered Financial Planner, MDRT Million Table Member...
40 million customers worldwide through three global businesses: Wealth and Personal Banking, Commercial Banking, Global... direction, HSBC offers opportunities, support and rewards that will take you further. Wealth and Personal Banking (WPB) helps...
. Besides the property agency services, scope of the Group’s business includes wealth management, risk management, investment... financial needs of private wealth individuals and institutional groups. Responsibilities： Conduct KYC (know your client...
take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Wealth and Personal... banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people...
take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Wealth and Personal... banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people...
take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Wealth and Personal... banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people...
Financial Planner Hong Kong Competitive Compensation Package Our client is an esteemed International Wealth... highlights: - Collaborate with a prestigious and globally recognized Wealth Management firm. - Deliver expert financial...
IFA experience may considered as Senior Wealth Management Consultant We offer: Multi-income from a full...
Our client is an esteemed International Wealth Management firm seeking an experienced and certified Independent.... This opportunity in Hong Kong offers the following highlights: - Collaborate with a prestigious and globally recognized Wealth...
Our client is an esteemed International Wealth Management firm seeking an experienced and certified Independent.... This opportunity in Hong Kong offers the following highlights: - Collaborate with a prestigious and globally recognized Wealth...
District. We regularly host the Challenge Academy and Challenge Wealth Management Programme (CWMP) to develop the... internationally recognized professional qualifications such as RFP Registered Financial Planner, MDRT Million Table Member...
HNW Sales & Client Management Lead, Hong Kong Globally renowned Wealth Planner Leadership role Welcome HNW sales... consultants stepping into sales management About the Company ... Our client is a leading wealth management and insurance...