Wealth Planning Associate
5 days ago
Join to apply for the Wealth Planning Associate role at HSBC . Some careers shine brighter than others. If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best‑in‑class manufacturing capabilities in Asset Management and Insurance. HSBC Private Banking helps high net worth and ultra‑high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy. Principal Responsibilities Be part of the Wealth Planning team to provide wealth structuring support and follow through the prospecting of clients of HSBC Private Banking in Hong Kong, Philippines and International Markets. This may include meeting with and prepare proposals for prospective clients with Wealth Planners. Support the Wealth Planning team on trust onboarding, internal reporting, training and other projects as assigned from time to time. This entails curating presentation and other materials and liaising with internal stakeholders, clients and service providers. Maintain close relationship with HSBC trust company relating to trust onboarding activities and Know‑Your‑Customer related due diligence processes. Participate in key business strategies and revenue growth from marketing and compliance perspectives. Requirements Experience preferably in financial institutions, professional firms, or independent trust companies with knowledge in trust, fiduciary, insurance, legal or accountancy environment. Degree holder in Business Administration, Accounting, Corporate Governance or related discipline. Company secretarial, accounting or legal background is a plus. Team player who can work closely with different business partners and stakeholders. Good interpersonal, communication and client interfacing skills. Ability to multi‑task and to work in a diverse environment. Fluent in English and Cantonese and preferably fluent in Putonghua. Opening up a world of opportunity HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. Issued by The Hongkong and Shanghai Banking Corporation Limited. Seniority level Entry level Employment type Full-time Job function Finance and Sales #J-18808-Ljbffr
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Wealth Manager
2 weeks ago
Quezon City, National Capital Region, Philippines Security Bank Corporation Full time ₱1,500,000 - ₱2,500,000 per yearThe PositionTheWealth Manageris the leader in building and growing the portfolio of high net-worth clients and nurturing long-term client relationships through wealth management advisory.As a leader of the Wealth Management Group, you will be instrumental in fulfilling the bank's promise of giving personalized and quality service to our clients. The Wealth...
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AVP/ Manager Wealth Sales Relationship Manager
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Davao City, Davao, Philippines HSBC Full time ₱1,200,000 - ₱2,400,000 per yearSome careers shine brighter than others.If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.HSBC is one of the largest banking and...
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Private Wealth Advisor
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Davao City, Philippines HSBC Full timeSome Careers Have More Impact Than Others. If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further. Private...
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Relationship Associate
6 days ago
Cebu City, Philippines RCBC Full timeOverview Job Summary: Responsible in servicing and maintaining accounts of high net worth clients. Assists the Relationship Managers with tasks and projects being undertaken. What will you contribute? Assists the Relationship Manager (RM) in regularly and continuously servicing Wealth Management clients that provide substantial businesses to the Bank in...
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Wealth Manager
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Quezon City, Philippines Star Union Dai ichi Life Insurance (SUD Life) Full timeJob Summary The incumbent of this role will be responsible for managing relationships with High Net Worth (HNI), Ultra High Net Worth (UHNI), and Retail customers, offering tailored financial solutions, and driving investments into our insurance products. This role demands strong financial acumen, excellent interpersonal skills, and a deep understanding of...
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Davao City, Davao, Philippines The Hongkong and Shanghai Banking Corporation Limited (HSBC) Full time ₱900,000 - ₱1,200,000 per yearSome careers shine brighter than others.If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.HSBC is one of the largest banking and...
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Quezon City, Philippines Manulife Insurance Malaysia Full timejob requisition id JR The Supervision Associate is a pivotal role within our updated supervision structure, dedicated primarily to supporting the supervision of financial advisors at Manulife Wealth. This position focuses on essential non-licensed tasks that help maintain regulatory compliance and support the Tier 1 Supervision Team. Reporting directly to...
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Part-timer Financial Wealth Planner
1 week ago
City, Philippines FWD Life insurance company Full timeA Financial Wealth Planner provides personalized financial advice and solutions to help client achieve their life goals -whether it's protecting their income, preparing for retirement, building wealth, or funding future needs like education or healthcare. The role combines financial expertise, relationship building, and strategic planning.
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Davao City, Philippines HSBC Full timeAssociate Relationship Manager / General Banking Manager / Branch Service Executive - Hang Seng Bank (HK) We are seeking high‑calibre professionals to join our retail distribution team, where you will receive structured training to develop a wide spectrum of retail banking product knowledge and pave the way for further career development. Recruitment Day...
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Financial Wealth Planner
2 weeks ago
Cavite City, Calabarzon, Philippines One Zenith Full time ₱104,000 - ₱130,878 per yearAbout the Role:We are seeking passionate and motivated individuals to join our team asFinancial Wealth Planners. This is an excellent opportunity forfresh graduatesor career shifters who want to build a rewarding profession in financial planning.As a Financial Wealth Planner, you will help clients secure their future by providing personalized financial...
