Private Wealth Advisor for High-Net-Worth Clients

A leading organization in financial services in Hong Kong is seeking a Private Wealth Relationship Manager to develop and maintain relationships with high-net-worth clients. The role involves identifying new business opportunities and providing tailored financial solutions while ensuring compliance with regulations. The ideal candidate should possess a...

A leading bank in Hong Kong seeks an experienced Relationship Manager in Private Wealth Management. The role involves promoting a full range of wealth management products to high-net-worth clients and developing long-term relationships. Ideal candidates possess over 3 years in wealth management, SFC licenses, and strong communication skills in Putonghua,...

A financial services firm in Hong Kong is seeking a professional for a client-facing role focused on developing relationships with high-net-worth individuals and corporates. Responsibilities include providing investment advisory and asset allocation services while assisting clients with wealth planning. Candidates should have at least 2 years of experience...

Mercor is hiring on behalf of a next-generation wealth advisory group that combines personalized financial planning with data-driven insights and AI-enhanced portfolio solutions. We’re seeking an experienced Wealth Advisor / Private Client Advisor to build, retain, and grow relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients...

A financial services firm in Hong Kong is looking for a motivated individual to join their team. The role involves providing professional wealth planning and investment advisory services to high net-worth clients, focusing on tailor-made solutions. The ideal candidate should possess strong interpersonal skills, a sales-oriented mindset, and proficiency in...

Private Wealth Advisor We are seeking a high caliber professional to join our Private Banking team, reporting to the Head of Private Wealth Advisory. Responsibilities Formulate and implement insurance‑related sales and marketing plans to assist the achievement of Private Bank AOP targets. Support frontline staff by providing pre‑sales insurance portfolio...

A leading financial institution in Hong Kong is seeking a Private Wealth Advisor to build relationships with high-net-worth clients. Responsibilities include formulating insurance sales plans, supporting frontline staff, and contributing to the growth of private banking services. Ideal candidates will have 6+ years in sales within financial products, strong...

A leading banking institution in Hong Kong is seeking a Wealth Planning Manager to provide comprehensive wealth management services to high-net-worth clients. The role requires a degree at HKQF level 5 and a minimum of 3 years' experience in managing investment portfolios. Candidates should have passed required financial examinations and professional...

A financial services firm in Hong Kong is seeking a Private Wealth Management Relationship Manager to manage high-net-worth clients and provide tailored investment advice. Candidates should possess a Bachelor’s degree and strong Mandarin communication skills, along with experience in client relationship management and solid product knowledge. This role...

About the Company A premier global investment bank and financial services firm with a sterling reputation for handling sophisticated transactions and managing significant wealth. We serve the most discerning clients—ultra-high-net-worth individuals, institutions, and corporations—providing tailored solutions across capital markets, investment banking,...