Relationship Manager: Wealth Management

Welcome to Leo Wealth, a wealth management firm providing comprehensive services and individual guidance on tax preparation, estate planning, investments, and insurance. With offices in Asia and the United States, our diverse team of over 50 professionals delivers personalized solutions to clients at every stage of life and wealth. We are 100% independent,...

Main Responsibilities: The role of the Private Wealth Management Relationship Manager (RM) is to understand the client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios Acquire High Net-Worth Clients & manage existing relationships. Provide appropriate investment...

Location Hong Kong - 8 Finance Street, Two IFC, 57/F, Suites 5712-13 Business - Brookfield Oaktree Wealth Solutions Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a...

Position Description We are looking for an insurance product specialist (Wealth Planning) to strengthen our product distribution business; and promote regular product programme with comfortable starting size to increase product penetration. The role is to manage the end-to-end product cycle and relationship building with clients and stakeholders. Key Areas...

Main responsibilities: Relationship building with family office professionals, ultra-high net worth individuals, and intermediaries Act as the primary point of contact for all managed clients ...

Key ResponsibilitiesDeliver the full range of wealth management and banking services to HSBC's high net worth individual clients, establishing and managing relationships to grow portfolio assets under management and revenue.Identify and leverage business development opportunities across HSBC's channels, network, and brand to pursue growth with a focus on...

Responsibilities Achieve the bank’s objective on private banking business target & plans. Proactively build and maintain business relationship with individuals who satisfy the bank’s standards of suitability and who meet the bank’s ‘Wealth Criteria’.  Engage in networking activities with CITIC Group and other business introducers in both Hong...

Citi OverviewAt Citi, we're committed to connecting people and businesses across the globe. With a history spanning over 200 years, our unparalleled global network enables us to provide a broad range of financial services and products to clients worldwide.Sales and Relationship BuildingWe're seeking a highly skilled Strategic Client Manager - Wealth...

Job DescriptionWe are seeking a highly skilled Wealth Management Specialist to join our team at Goldman Sachs Group, Inc. This role will involve working closely with clients to provide exceptional service and support.About the RoleThis is an exciting opportunity for a motivated and results-driven individual to join our Wealth Management team. As a Wealth...

Job Description:   This position is responsible for developing business relationship with high-net-worth individuals, their families, family offices and corporates. Understands client needs and requirements, identifies investment opportunities and provides financial advice to clients. The job duties associated with this role may be expected to include but...

Company OverviewDeutsche Bank's IPB business is a leading wealth manager worldwide, offering clients a comprehensive range of traditional and alternative investment solutions. As a trusted partner for wealthy individuals and entrepreneurs, family offices, and foundations, we create lasting value through bespoke solutions. Our global network and close...

About UsCiti is a global leader in financial services, serving millions of people across hundreds of cities and countries every day. With over 200 years of experience, we provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions.Our ApproachWe take a unique approach to...

Our teams work one-on-one with high net worth individuals and families, as well as select institutions, including foundations and endowments. The New Private Wealth Advisor Development Framework allows new advisors to gain a comprehensive level of general knowledge and acquire specialized expertise within the team. As a trusted advisor, you will serve as a...

About Dah Sing Group The Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through its growing network of over 70 branches in Hong Kong, Macau and Mainland China. Our currency is caring, teamwork and progressiveness. We accept that everyone is unique and different in talent,...

Job DescriptionAn exciting opportunity has arisen for a Senior Private Wealth Manager to join our team at Bank Of China (Hong Kong) Limited. As a key member of our private banking department, you will be responsible for providing exceptional service to high net worth clients and assisting investment consultants in analyzing market trends and preparing...

About CICCCICC is a leading investment bank in China, providing innovative solutions to our clients.Job DescriptionThis role is responsible for fostering business relationships with high-net-worth individuals and their families, as well as corporates. The ideal candidate will possess excellent communication skills and be able to understand client needs and...

About Dah Sing Financial GroupCompany OverviewWe are a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through our extensive network of branches in Hong Kong, Macau and Mainland China.We pride ourselves on our values of caring, teamwork and progressiveness. We believe that everyone is unique and...

Your new company You will be joining a foreign private bank and wealth management firm with a global presence which provides innovative investment solutions and a wide range of products. Your new role Assist Relationship Managers in establishing and maintaining strong client relationships. Support the onboarding process for new clients, ensuring all...

Assistant Manager, EAM, Wealth Management Apply locations Hong Kong time type Full time posted on Posted 7 Days Ago job requisition id JR001298 Position Description The Assistant Manager needs to manage client relationships and deliver a wide range of private wealth management services to External Asset Management (EAM)/ Introducing Broker(IB) institutional...

Some careers have more impact than others. If you're looking for a career where you can make a real impression, join HSBC 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, HSBC offers opportunities, support and rewards that will take you further. Wealth and...