Wealth Management Professional

The Hongkong and Shanghai Banking Corporation Limited (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.We are seeking a highly...

About the RoleWe are seeking a highly motivated and experienced Financial Wealth Planner to join our team at PDC Insurance Agency Inc.In this role, you will be responsible for providing expert financial advice to clients, developing personalized wealth management strategies, and building strong relationships with them.What You Will DoConduct thorough...

CLIENTOur client is a leading fintech company in the Philippines.JOB DESCRIPTIONResponsible for leading and executing the strategic vision for the wealth management division.Develop and articulate the long-term strategic plan for the wealth management division.Identify and pursue opportunities to expand the company's wealth management offerings, including...

Our client, one of the leading Indian Government Public Sector Banks with a strong domestic presence.Minimum 3 Years of Experience: as Relationship Manager in Wealth Management with Public Banks, Private Banks, Foreign Banks, Broking Firms, Security Firms, and Asset Management Companies.Proficiency/knowledge: in local language/area/market/clients is...

Company OverviewThe Hongkong and Shanghai Banking Corporation Limited (HSBC) is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. Our mission is to be where the growth is, enabling businesses to thrive and economies to prosper.We aim to provide a wide range of financial services to...

Are you a detail-oriented and proactive individual looking for a challenging role? We are seeking a Corporate Wealth Advisor to join our Wealth Management Group at China Banking Corporation.Key Responsibilities:Deliver personalized wealth management services to high-net-worth individuals and corporations.Conduct thorough needs assessments to identify...

We are looking for a skilled Financial Portfolio Manager to join our team at China Banking Corporation (CBC).About the Job:In this role, you will be responsible for assisting the Wealth Management Group in managing customer portfolios and providing exceptional customer service.Key Responsibilities:Manage customer portfolios and perform account...

We are looking for a highly motivated and organized individual to fill the role of Private Wealth Manager at Bank of the Philippine Islands. As a Private Wealth Manager, you will be responsible for providing exceptional client service and growing their wealth.Responsibilities:Manage client accounts and grow their portfoliosProvide investment advice and...

We are seeking an experienced investment professional to join our wealth management team as a Senior Wealth Strategist. In this role, you will be responsible for creating and implementing investment strategies for high net worth clients, driving revenue growth, and building strong relationships with our clients.Key Responsibilities:Develop and maintain deep...

Job DescriptionWe are seeking a visionary leader to drive the growth of Premier Wealth Solutions nationwide, managing a high-caliber team and strengthening client relationships in the High Net Worth Individual (HNWI) segment.About the RoleOversee and lead a nationwide Premier Wealth Solutions team, ensuring alignment with business goals and fostering a...

China Banking Corporation (CBC) is seeking a talented individual to join its Wealth Management Group. The successful candidate will be responsible for marketing WMG products and services, building customer relationships, and performing portfolio management and account administration.Key Responsibilities:Assist in the development and implementation of...

About the Role:We are seeking an experienced professional with deep knowledge of financial technology to lead our wealth management division.

At FWD Life Insurance Company, we're seeking a talented Financial Wealth Manager to join our team. In this role, you'll have the opportunity to provide expert financial advice to clients and help them achieve their long-term goals.Job SummaryWe're looking for a seasoned professional with excellent communication skills and a passion for helping others. As a...

We're seeking a highly motivated and results-driven Wealth Management Advisor to join our team at Sun Life Philippines.In this role, you'll work closely with clients to understand their financial goals and develop customized wealth management strategies to help them achieve those goals. You'll also be responsible for recommending and selling a range of...

About Our Company:PDC insurance agency inc. is a leading financial services provider dedicated to helping individuals and businesses achieve their financial goals.We offer a range of benefits, including comprehensive health insurance, generous retirement contributions, opportunities for career development and advancement, flexible work arrangements, and a...

About the Job: As a Wealth Management Associate, you will be responsible for providing comprehensive financial solutions to our clients. This includes recommending investment strategies, guiding clients in making informed decisions, and developing business through acquiring and building client relationships.We are looking for someone with 1-10 years of...

Avaloq is proud to offer hybrid and flexible working arrangements for most of its employees to maintain work-life balance while continuing our fantastic Avaloq culture in our global offices.About UsWe are an industry-leading provider of wealth management technology and services for financial institutions around the world. Our research-led approach and...

We are seeking an experienced investment professional to join our wealth management team as an Investment Portfolio Manager. In this role, you will be responsible for creating and implementing investment strategies for high net worth clients, driving revenue growth, and building strong relationships with our clients.Key Responsibilities:Develop and implement...

Wealth Management OpportunitiesEmapta Philippines offers a range of wealth management opportunities for those who are passionate about helping others achieve financial stability. As a leader in the industry, we have a proven track record of delivering results-driven solutions that meet the needs of our clients.About the JobWe are seeking a talented AU...

**Job Description**This is an exciting opportunity to join our team at AXA Philippines as a Relationship Manager.The ideal candidate will have a strong background in investment sales, with a focus on private wealth management and portfolio management of high net-worth clients.In this role, you will be responsible for building and maintaining strong...