Private Wealth Relationship Advisor

Relationship Manager/ AVP (Private Banking) SOLOWIN HOLDINGS is a holding company incorporated under the laws of the Cayman Islands on July 23, 2021. We conduct our business through our wholly owned subsidiary, Solomon JFZ (Asia) Holdings Limited (“Solomon JFZ” - CE No.: BIF175), is a licensed financial firm regulated by the Securities and Futures...

A private investment bank in Hong Kong seeks a Relationship Manager/AVP to support business growth. This role requires 5-7 years of experience in banking as a Relationship Manager or in related industries, along with SFC licenses. The ideal candidate will possess strong communication, networking, and financial service skills. Responsibilities include...

A global asset management firm in Hong Kong seeks an experienced professional to join its Private Wealth Client Solutions team. The role focuses on developing new and existing relationships with private wealth partners, managing fundraising opportunities, and collaborating with global teams. Candidates with 5-8 years of experience in private markets and...

Employer: Success Peter Family, AIA (Hong Kong)Job Type: Full TimeCareer Level: SeniorSalary: Highly Competitive Remuneration Package (1,000,000 and above Basic Salary + High-Capped Commission + Performance Bonuses)Location: Hong Kong About Success Peter Family We are not just a team; we are a legacy. The Success Peter Family is a premier group within AIA...

Job Posting: Graduate Wealth Advisor (Elite Development Program) Employer: Success Peter Family, AIA (Hong Kong) Job Type: Full Time Career Level: Fresh Graduate, Entry Level Qualifications: Bachelor’s Degree (All Disciplines Welcome) Salary: Competitive Package (Base Salary + Uncapped Commission + Performance Bonus) Location: Hong Kong Job Description We...

A leading financial institution in Hong Kong seeks a Prestige Private Investment Consultant to provide top-tier wealth management services. Candidates should have a university degree, relevant certifications, and at least a year of experience in retail banking. The role involves portfolio analysis, collaboration with relationship managers, and delivering...

Benefits Group Medical Insurance with Dental Coverage Wealth Management, 5-day work Offers visa sponsorship Responsibilities Develop customer relationships and explore business opportunities within the high net worth segment Promote full range of wealth management products and services to high-net-worth customers Understand customers' wealth management needs...

Relationship Manager, Wealth Management (Welcome China RM/ Visa Sponsored) Add expected salary to your profile for insights Responsibilities Monitor and adjust asset allocation investment plan Design and implement appropriate investment strategies and policies Conducting comprehensive risk assessment of portfolio investments Communicate asset allocation...

A leading wealth management firm in Hong Kong is seeking motivated individuals to conduct financial needs analysis and provide tailored investment advice. The role involves engaging with clients, preparing proposals, and ensuring consistent after-sale service. Candidates should hold a diploma or degree in finance, economics, or business administration, and...

A leading financial service provider in Hong Kong is looking for motivated graduates for the Graduate Wealth Advisor position through their Elite Development Program. This role offers comprehensive training, enabling candidates to effectively assist clients in wealth preservation and investment planning. The ideal candidate will have a bachelor's degree and...