Private Banking Investment Advisor

Responsibilities Develop and implement sales strategies to achieve business objectives and enhance Private Banking business growth Lead and manage a group of Relationship Managers (RM) to achieve assigned KPIs and AUM revenue and to build and maintain clients’ portfolios Supervise and develop a team of Assistant Relationship Managers (ARM) to support...

A prestigious banking institution in Hong Kong is seeking a seasoned professional to lead their Private Banking division. The ideal candidate should have 8 to 10 years of experience, including a minimum of 3 to 5 years in a management role. Responsibilities include developing sales strategies and managing client portfolios. Proficiency in English and...

Private Wealth Advisor - Private Banking and Trust Services - Hang Seng Bank (HK) Join to apply for the Private Wealth Advisor - Private Banking and Trust Services role at Hang Seng Bank. Private Banking and Trust Services – Hang Seng's Private Banking provides services for people who have successfully built their asset base and now want to place their...

A well-regarded Private Bank in Hong Kong is seeking an experienced Investment Consultant to join their expanding team. This role involves reporting to the Chief Investment Officer, collaborating with Relationship Management teams to drive sales of investment products, and advising clients on their investment portfolios. Candidates should possess a...

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 leading financial organization in Hong Kong seeks an experienced professional to provide comprehensive investment advice to clients. The role involves managing client portfolios, coaching relationship managers, and staying updated with market information. Ideal candidates will have a degree in Business Administration, at least 5 years of experience in...

Discretionary Mandates Investment Advisor Promising Career, Worklife Balance & Sign-On Bonus Our Client Appointed by the most respectable award winning European Based Private Bank & Asset Management group; with Aa2 credit rating to search for DPM Product Advisor. Job Duties Assume the role as Discretionary Portfolio Product Specialist in North Asia region...

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...

Senior Credit Advisor (SVP), Private Bank Global Industry Leader in Private Banking Structured Credit Advisory & Approval Our Client Most sustainable Global European Private Bank with credit rating of Aa2 and total AUM of USD 290 Billion is search for Senior Credit Advisor (SVP). Job Duties As part of the senior member of the regional credit advisory and...

Overview Join to apply for the Investment Counselor – Private Wealth role at Chubb . Responsibilities Conduct research, analysis, and regular updates on global market trends—including alternative investments such as private equity, hedge funds, private credit, and real assets—for advisors and clients. Prepare, review, and enhance investment materials...