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Keywords: Wealth Planner, Location: Hong Kong

Page: 1

Wealth Planner

Business Divisions Global Wealth Management Your role Responsible for delivering value-added, personalized event... specific and comprehensive wealth structuring strategies and solutions through the Client Advisors to clients, addressing...

Company: UBS
Location: Hong Kong
Posted Date: 10 May 2025

Wealth Management Specialist / Financial Planning Management Trainee

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...

Posted Date: 12 May 2025

Wealth Investment Product Expert - Wealth and Personal Banking

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...

Company: HSBC
Location: Central, Hong Kong
Posted Date: 11 May 2025

Outreach Insurance Specialist - Wealth and Personal Banking

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...

Company: HSBC
Location: Central, Hong Kong
Posted Date: 08 May 2025

Branch Sales Manager - Wealth and Personal Banking

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...

Posted Date: 25 Apr 2025

Financial Planner

IFA experience may considered as Senior Wealth Management Consultant We offer: Multi-income from a full...

Posted Date: 30 Apr 2025

High Net Worth Business & Partnership Development Manager

Private banking, wealth planner, tax advisory, or trustee experience is an advantage Experience in premium financing...

Posted Date: 09 May 2025

Assistant Business Development Manager– HNW Brokerage Channel

on life insurance products, premium financing, business insurance with company and trust structure; private banking, wealth... planner, tax advisory, or trustee experience is an advantage Passed IIQE Paper 1, 3, 5 and a holder of FLMI or CFP...

Posted Date: 24 Apr 2025