Wealth Management Associate

As a **Wealth Relationship Manager**, you’ll provide holistic financial guidance tailored to each client’s life stage and goals, including: Financial Advisory - Offer savings, investment, and protection strategies - Tailor cashflow and retirement planning for families and individuals Will Writing & Legacy Planning - Advise on estate distribution and...

Provide premier clients with market updates, understand our clients’ financial needs, and recommend appropriate wealth management solutions accordingly. - Build strong relationship with clients, to cultivate, deepen and delight the relationship. - Strong support system and guidance throughout the career from Team Managers to ensure successful completion of...

As a Wealth Management Associate, you will: - Deliver timely market updates and tailored financial insights to our premier clients. - Understand clients’ unique financial goals and recommend suitable wealth management solutions. - Cultivate strong, long-term client relationships, deepening trust and delivering exceptional service. - Receive dedicated...

Are you a fresh graduate looking for new opportunity or a mid-career switcher looking to explore a different job scope? (T&C applies. Refer to job requirement) **Job scope**: - Assist clients in their financial goals through risk & asset management solutions - Regular review and updates clients on their investment portfolios - Estate planning for high net...

Are you a fresh graduate looking for new opportunity or a mid-career switcher looking to explore a different job scope? **Job scope**: - Assist clients in their financial goals through risk & asset management solutions - Regular review and updates clients on their investment portfolios - Estate planning for high net worth client - Client acquisition &...

**Wealth Management Internship** Are you passionate about finance and eager to gain hands-on experience in wealth management? We’re looking for a driven and analytical intern to join our team! This part-time hybrid internship offers valuable exposure to financial analysis, portfolio management, investment research, and client relationship support. **Key...

**Company Description** We are a team of close-knit financial professionals, comprising of former bankers and industry experts. We prioritize building long-term relationships with our clients and aligning work with personal values. To achieve this, the company collaborate with 12 diverse partners, ensuring a comprehensive range of insurance and wealth...

Handles the administrative tasks of the company - Performs Customer Due Diligence (CDD) checks on Know Your Customers (“KYC”) - Ensures accurate and timely payment to the appointed representatives - Liaise with internal and external parties (including financial institutions such as insurers and banks) - Assist in the generation of accurate and periodic...

**HSBC Life** a subsidiary of the HSBC Group, we offer products and services secured by HSBC's financial backbone, strengthened by over 150 years of experience in finance, international services and building trusted relationships. We keep our promises, so you can fulfil yours. We believe that a successful career goes beyond monetary rewards. At HSBC Life,...

HSBC Life a subsidiary of the HSBC Group, we offer products and services secured by HSBC's financial backbone, strengthened by over 150 years of experience in finance, international services and building trusted relationships. We keep our promises, so you can fulfil yours. We believe that a successful career goes beyond monetary rewards. At HSBC Life, every...