Wealth Advisor

DL Family Office Job Title: Senior Wealth Management Advisor Job Description:We are seeking an experienced Senior Wealth Management Advisor to join our team at DL Family Office. In this role, you will be responsible for building and maintaining strong relationships with high net worth (HNW) and ultra high net worth (UHNW) family clients. Main...

Job OpportunityWe are seeking a highly skilled Strategic Wealth Advisor to join our team at CMB Wing Lung Bank.Salary: The estimated salary for this role is between HKD 650,000 and HKD 900,000 per annum, depending on experience.About the RoleThis is a key position in our Private Banking and Wealth Management Department, responsible for developing and...

Job SummaryAt Goldman Sachs, we are seeking a skilled Wealth Management Professional - Strategic Portfolio Advisor to join our team. This role will involve serving as the liaison for clients, analyzing and monitoring client portfolios, and assisting with compliance requirements.

Job SummaryWe are seeking a highly motivated and experienced Strategic Financial Advisor to join our Wealth Management team at CICC. As a key member of our team, you will be responsible for developing and maintaining business relationships with high-net-worth individuals, their families, family offices, and corporates.About the RoleAs a Strategic Financial...

Job Overview:">CICC is seeking an experienced and ambitious financial professional to join our team as a Private Wealth Advisor. As a key member of our wealth management department, you will be responsible for developing and maintaining business relationships with high-net-worth individuals, their families, family offices, and corporates.">About the...

As the Chief Financial Director of Wealth Business at Unicorn Advisor (HK) Limited, you will be responsible for driving the financial growth and performance of our wealth management business. Your key focus will be on managing the overall profit and loss (P&L) and Key Performance Indicators (KPIs) to ensure the business meets its targets.You will lead a...

Job Overview:We are seeking an experienced Wealth Manager to join our team in Hong Kong and cover the Greater China market.The successful candidate will be responsible for acquiring and servicing ultra high net worth clients, providing comprehensive investment and wealth planning solutions tailored to their individual needs.This includes collaborating with...

CICC Job OpportunityJob OverviewWe are seeking a Senior Financial Advisor to join our team at CICC. As a key member of our wealth management group, you will be responsible for developing and maintaining business relationships with high-net-worth individuals, their families, family offices, and corporates.Key ResponsibilitiesDeveloping and maintaining...

Job Responsibilities 1. Complete personal performance targets, work around various KPI indicators to achieve the balance between process management, client base and revenue indicators. 2. Keep track of the global market trends and major events, understand the current selling points and business strategy, maintain target clients and achieve personal...

We are seeking a highly experienced Senior Financial Strategy Advisor to join our team at The Edge Partnership. This role will play a critical part in driving business growth and financial success.Job Description:This is an exciting opportunity to leverage your expertise in Business Finance and Management Reporting to provide strategic financial guidance to...

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...

Job OverviewHang Seng Bank Limited is committed to service excellence. Our people are our most valuable asset, playing a vital role in enhancing performance for customers and providing best-in-class products and services. We aim to attract high-calibre talent by offering a dynamic working environment, good career development opportunities, and competitive...

Our esteemed client, an International Wealth Management firm based in Hong Kong, seeks an experienced and certified Independent Financial Advisor to join their team.The selected candidate will provide specialized financial guidance to clients, helping them achieve their financial aspirations and strengthen their financial security.This opportunity in Hong...

Get AI-powered advice on this job and more exclusive features. Responsibilities Complete personal performance targets, work around various KPI indicators to achieve the balance between process management, client base and revenue indicators. Keep track of the global market trends and major events, understand the current selling points and business strategy,...

Job Title:Financial Portfolio StrategistCompany Overview:Unicorn Advisor (HK) Limited is a leading financial institution dedicated to providing top-notch wealth management services. Our team of experts works tirelessly to ensure that our clients' financial goals are met with precision and care.Estimated Salary:$250,000 - $350,000 per annumJob Description:As...

Citi, a leading global financial services institution, offers a unique opportunity for a skilled Wealth Management Professional to join our team in Hong Kong. With over 200 years of experience, we provide a broad range of financial services and products to our clients across the globe.About CitiCiti is committed to helping its clients meet their biggest...

Responsibilities: Develop and execute the overall product strategy and roadmap for the asset management department, including notes, structure notes, equity products (both private and public), fixed income, and alternatives product positioning, feature enhancements, and market expansion. Design and launch new fund products mentioned above, ensuring...

- Overall responsible for P&L and KPI of wealth management business.  - Lead a sizable existing team including sales, product and investment, as well as supporting functions. Also mandated to further grow the business including driving new initiatives.   - Collaborate closely with other business lines including IBD, Markets, Asset Management for...

At Click and Connect Online Limited, we are seeking a highly experienced and qualified Senior Wealth Management Specialist to join our dynamic team in Hong Kong.The ideal candidate will possess a minimum of 5 years of experience as a Financial Advisor in the wealth management industry, with a strong track record of delivering exceptional results for...

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