Private Wealth Advisor

5 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Tangspac Full time

Job Description

1. Developing and maintaining business relationship with high-net-worth individuals, their families, family offices and corporates.

2. Deeply understanding customers' needs, providing customers with professional asset allocation suggestions, continuously providing excellent post investment services and establishing long-term service relationship.

3. Providing professional investment consulting and advisory services to potential customers to promote product sales and transaction.

4. Making full use of the company's unique resources to meet customers' diversified financial needs.

Qualification

1. Upright, humble, diligent with high moral values.

2. Bachelor degree or above;

3. Strong interest in financial industry and wealth management business;

4. Retail/personal business experience in financial industry is preferred;

5. Understanding of various financial market products. Excellent learning ability;

6. Client oriented, passionate about sales and financial industry. Positive and confident with excellent communication skills;

7. SFC and/or HKMA license holder;

8. Fluency in Mandarin, Cantonese and English is preferred.



  • Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full time

    Why Join Us?We are a leading insurance broker, partnering with private banks, family offices, law and tax advisory firms to offer bespoke wealth planning solutions to high net worth individuals globally. With over 40 years of experience, we have developed a reputation for delivering exceptional service and expertise.We prioritize building strong...


  • Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full time

    Our CommitmentAs a trusted partner to leading private banks, family offices, law and tax advisory firms, we offer bespoke wealth planning solutions to high net worth individuals globally. With over 40 years of experience, we have established ourselves as a premier insurance broker, specializing in procuring insurance products for our clients.We prioritize...


  • Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full time

    About UsWith over 40 years of experience, Howden Private Wealth is the trusted wealth planning partner to leading private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialize in securing insurance solutions for high net worth individuals globally.We have a global presence with representatives across key...


  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    Job OverviewWe are seeking a highly experienced Tax and Legal Advisor to join our team at Unicorn Advisor (HK) Limited. As a key member of our family office, you will be responsible for providing expert tax and legal advice to high net worth individuals across the globe.About YouYou hold a degree in Business, Accounting, Finance or related disciplines and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Lighthouse Paramount Limited Full time

    3 days ago Be among the first 25 applicantsLocation: Remote / Hybrid – Hong Kong, Japan, GlobalDepartment: Sales | Business Development | High-Net-Worth Client RelationsWho We AreLHP is a premier luxury advisory firm specializing in blue-chip art, high-value secondary market artworks, and exclusive real estate opportunities. Our expertise spans art...


  • Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full time

    With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally. We have representatives across Hong Kong, Singapore,...


  • Hong Kong, Central and Western District, Hong Kong SAR China HK Job Consulting Full time

    HK Job Consulting is seeking an experienced Private Wealth Manager to join our team in Hong Kong. As a key member of our private wealth management department, you will be responsible for providing bespoke financial solutions to high-net-worth clients.Key ResponsibilitiesWealth Management: Develop and implement comprehensive wealth management plans to meet...


  • Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    About HSBC Global Private BankingHSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. We offer a comprehensive range of services, including investment management, wealth planning, and private banking.Key Responsibilities:Client Relationship Management: Develop and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full time

    Ateca Consulting is seeking a seasoned Director to lead our private banking team in Hong Kong.This is an exciting opportunity for the right candidate to join a prestigious global private bank and take advantage of a unique compensation structure.As a member of our team, you will have the chance to work with high-net-worth clients and deliver tailored wealth...


  • Hong Kong, Central and Western District, Hong Kong SAR China Coller Capital Full time

    About the JobThis position ensures that the needs of our existing Private Wealth investors are met in a professional, efficient, and timely manner. Key responsibilities include responding to investor queries, developing a thorough understanding of Coller funds, and supporting ongoing coordination with Private Wealth platforms.


  • Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full time

    **Job Description:**We are seeking ED/MD-level Private Bankers to join our Hong Kong office. As a Senior Private Banking Leader, you will be responsible for managing $300M+ portfolios for HNW/UHNW clients, delivering tailored wealth solutions and driving growth.


  • Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full time

    ResponsibilitiesBuilding tight relationship with VIP clients to complete team AUM and revenue target Work closely with IA and product team and provide investment portfolio analysis and advices to the clients according to their needs, desires and risk profile Be in responsible for the VIP client services, including account opening, maintenance, and other...


  • Hong Kong, Central and Western District, Hong Kong SAR China Coller Capital Full time

    Role OverviewThe Investor Relations function at Coller Capital is responsible for managing interactions with our global investor base. This role is within the Investor Services sub-function focused on Private Wealth product offerings.


  • Hong Kong, Central and Western District, Hong Kong SAR China CICC Full time

    Job Description 1. Developing and maintaining business relationship with high-net-worth individuals, their families, family offices and corporates....


  • Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full time

    About the Role\This is an exciting opportunity to join DBS Bank's esteemed team of private bankers and contribute to delivering exceptional client experiences. If you are passionate about helping clients achieve their financial goals and have a keen eye for detail, this might be the perfect fit for you.\Key Accountabilities:\\IDentify and pursue high-value...


  • Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full time

    Salary and BenefitsWe offer a lucrative package consisting of a competitive salary and performance-based bonuses. Our elite banking network provides an opportunity to lead and expand teams in a high-growth market, while our top-tier institution boasts a strong reputation for private wealth management.


  • Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full time

    Company Overview\DBS Bank offers a full-service banking experience for its clients. We provide a range of wealth management products and services to cater to our clients' needs.\Job Description\The Treasures Private Client Relationship Manager is responsible for driving business growth through promoting a full range of wealth management products and services...


  • Hong Kong, Central and Western District, Hong Kong SAR China Standard Chartered Full time

    About the RoleWe are seeking an experienced Executive Director, Private Wealth Management to join our team in Hong Kong. As a key member of our Wealth Planning and Family Advisory team, you will be responsible for developing and executing strategies to drive business growth, deepen client relationships, and deliver exceptional customer experiences.The...


  • Hong Kong, Central and Western District, Hong Kong SAR China Ocorian Full time

    **Job Description**Ocorian's Private Client business is expanding rapidly, and we are seeking a talented leader to join our team in Hong Kong. As Head of Private Client, you will be responsible for developing and executing strategies to drive growth and improve client satisfaction.You will lead a team of professionals who provide high-quality service to our...


  • Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    About HSBC Global Private BankingWe offer a comprehensive range of services to help high net worth and ultra-high net worth individuals achieve their financial goals. From investment management to wealth and succession planning, we provide expert advice and tailored solutions to meet the complex needs of our clients.The successful candidate will be...