Elite Wealth Advisor for High-Net-Worth Clients

Relationship Manager Assistant / Associate – High Net Worth Clients Our client, a well‑known Retail Bank in Hong Kong, is now earnestly looking for a Relationship Manager Assistant / Associate to support their high‑net‑worth clients and Relationship Managers. Selected candidates will focus on customer service for high‑net‑worth banking clients,...

A leading financial services firm in Hong Kong is seeking a qualified investment consultant to cultivate relationships with high-net-worth individuals and corporate clients. The role requires strong client focus, a keen interest in wealth management, and expertise in financial market products. Ideal candidates will possess a bachelor’s degree, fluency in...

Wealth Management Specialist / Retirement Planner / High Net Worth Advisor Design and implement strategic financial plans, including retirement planning, wealth preservation, protection, and investment solutions. Conduct comprehensive consultations to understand client objectives and tailor personalized financial strategies. Build and nurture lasting...

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 recruitment agency in Hong Kong is seeking a Relationship Manager for Wealth Management Sales. This role involves developing customer relationships within the high net worth segment, promoting wealth management products, and formulating solutions based on individual customer needs. Candidates should have a Bachelor's degree in Economics or Finance, along...

A major financial institution in Hong Kong is seeking a Customer Relationship Manager to provide a full range of wealth management services to high-net-worth clients. This role requires a degree and a minimum of 5 years' experience in managing investment portfolios for affluent customers. Fluency in English, Cantonese, and Putonghua is essential, and...

A global banking institution is seeking a Relationship Manager in Hong Kong. The ideal candidate should have at least 3 years of client servicing experience in banking or financial services. Responsibilities include managing relationships with a high-net-worth portfolio and providing tailored financial solutions. The role offers a competitive salary of up to...

A leading global wealth manager is seeking an experienced advisor in Hong Kong to establish long-term relationships with high net worth clients. The successful candidate will deliver on KPIs and create tailored investment strategies while ensuring compliance with regulations. Candidates should have a proven track record in client advising, excellent...

A leading financial services firm in Hong Kong is looking for a professional to develop and manage a portfolio of high net worth customers. The successful candidate will provide tailored wealth management solutions while actively identifying business opportunities. The ideal profile includes a degree in finance or business administration, at least 3 years of...

A financial services group in Hong Kong is looking for a professional Wealth Management Advisor. The role involves developing high-net-worth clients, providing professional investment advice, and maintaining client relationships. The ideal candidate should have at least 3 years of experience in private banking or wealth management, possess a Bachelor's...