Private Client Sales Advisor

Company OverviewOcorian is a leading provider of specialist financial services, helping clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.We're a trusted partner to over 8,000...

About the RoleWe are seeking an exceptional leader to spearhead our Private Client business in Hong Kong. As a strategic thinker with outstanding leadership skills, you will be responsible for driving the local execution of our global Private Client strategy.Key Responsibilities:Lead and inspire a high-performing team to deliver exceptional client service...

Company Description Fund services | Corporate | Capital markets | Private client | Regulatory & ComplianceWe help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices. We're a...

Be among the first 25 applicants. Get AI-powered advice on this job and more exclusive features. Responsibilities Develop and implement sales strategies to achieve business objectives and enhance Private Banking business growth. Lead and manage a group of Relationship Managers (RM) to achieve assigned KPIs and AUM revenue and to build and maintain clients'...

ResponsibilitiesManaging the administration and service execution of client accounts and investments; Performing due diligence and onboarding of clients and counterparties; Managing client and counterparty databases; Executing trades, monitoring and reconciliation; Adhere to rules and regulations set forth by the Securities and Futures Commission of Hong...

Job DescriptionOcorian is seeking a highly skilled and experienced professional to lead our Private Client team in Hong Kong.The successful candidate will have a proven track record of success in Private Wealth management, excellent leadership skills, and a deep understanding of the industry.Drive business growth, develop effective strategies, and leverage...

Cathay United Bank is seeking a seasoned professional to lead our Private Banking business development efforts.As the Head of Client Acquisition, you will be responsible for developing and implementing sales strategies to drive growth and enhance our Private Banking business.The ideal candidate will have a proven track record in leading and managing sales...

Business Function DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each...

iCapital is powering the world's alternative investment marketplace through its cutting-edge financial technology platform. Our innovative solutions have revolutionized how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. With a presence in...

About the RoleWe are seeking a highly skilled Private Client Services Specialist to join our team at KGI HONG KONG LIMITED. The successful candidate will be responsible for providing exceptional customer service to clients and supporting the operations team.Key Responsibilities:Provide high-quality customer service to clients, including order placing and...

Job OverviewThis is a unique opportunity to play a pivotal role in client success, guiding clients through the end-to-end implementation of Hazeltree's treasury solutions.You will develop and execute project plans, manage timelines, and ensure seamless delivery of solutions.Lead Client Onboarding: Serve as a trusted advisor, understanding their unique...

About Our TeamWe value diversity and innovative thinking at Balfour Capital Group. Our team of over 180 advisors works collaboratively to deliver exceptional financial solutions to our clients.Job ResponsibilitiesWe are seeking experienced sales professionals to join our team as Investment Advisors. Key responsibilities include prospecting and acquiring...

We are currently recruiting for a Private Banking Sales Head to lead a team for Taiwan-related client portfolio for a steadily growing bank. Role Responsibilities: Lead the team develop new Ultra High Net Worth Individuals with Taiwan-market connections and business opportunities through cross-selling, referral and personal business connections Aspire to...

HSBC Global Private Banking is seeking a talented professional to join our team as a Private Banking Executive in Taiwan. The role involves working closely with high net worth and ultra-high net worth clients to manage, grow, and preserve their wealth for generations to come.This role requires:Maintaining 'Trusted Advisor' relationships at key decision maker...

Senior Financial Role – Wealth Investment ServicesJoin our team as a Senior Financial Advisor and take advantage of this exciting opportunity in wealth management.About the Job:Design and execute investment strategies tailored to clients' financial objectives and risk appetites.Establish and maintain robust relationships with clients through regular...

Get AI-powered advice on this job and more exclusive features. Our client is a leading private equity firm, with offices across the US, UK, Europe and Asia. The business is a market-leading firm renowned for its exceptional track record in strategy and expertise. We are looking for a Paralegal with experience in supporting on legal and compliance matters....

Career Opportunity: Senior Sales Manager - Private BankingJoin Cathay United Bank as we continue to grow and expand our Private Banking business.In this role, you will lead a team of Relationship Managers to achieve assigned KPIs and AUM revenue, building and maintaining clients' portfolios.To succeed, you will need to develop and implement sales strategies...

Established in 1744, Sotheby's is the world's premier destination for art and luxury. Sotheby's promotes access to and ownership of exceptional art and luxury objects through auctions and buy-now channels including private sales, e-commerce and retail. Our trusted global marketplace is supported by an industry-leading technology platform and a network of...

About the Role: Private Banking Business Development LeaderCathay United Bank is expanding its Private Banking business and seeking a seasoned professional to lead the charge.In this role, you will be responsible for developing and implementing sales strategies to drive growth, leading and managing a team of Relationship Managers to achieve assigned KPIs and...

Unlock New OpportunitiesHSBC Global Private Banking offers a career that can take you to new heights, with opportunities to grow and develop your skills in wealth management and banking. Whether you're looking for a challenging role or a chance to make a real difference in people's lives, we have the perfect fit for you.Principal ResponsibilitiesProvide...