Private Wealth Relationship Manager

Join to apply for the Relationship Manager, Private Wealth role at Bank of China (Hong Kong) 5 days ago Be among the first 25 applicants Join to apply for the Relationship Manager, Private Wealth role at Bank of China (Hong Kong) Direct message the job poster from Bank of China (Hong Kong) Champion the one-stop personal banking services at branches Explore...

With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally. We have representatives across Hong Kong,...

About Us With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally. We have representatives across Hong Kong,...

About Ark Wealth Management & Noah Holdings We specialize in offering bespoke financial solutions and wealth management services to high-net-worth individuals and families across the globe. As part of Noah Holdings, a leading wealth and asset management platform, we bring unparalleled expertise and resources to meet the complex needs of our clients. With a...

Direct message the job poster from ARK Wealth Management-NOAH Responsibilities Acquire full range of product knowledge and continuous updates Keep learning of global investment market, especially private banking sector Analyze high-net-worth client’s financial needs, explore and maintain good relationships with them Handle client’s relationship from...

Relationship Manager ( Private Wealth Management ) Build and maintain strong relationships with clients, ensuring a deep understanding of their financial needs and objectives. Conduct regular client meetings to review financial performance and recommend adjustments as necessary. Develop customized investment strategies and financial plans tailored to...

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 and securities firm regulated by the Securities and Futures Commission of Hong Kong (SFC). It...

A prestigious wealth management firm based in Hong Kong is seeking experienced Relationship Managers to provide tailored investment advisory and wealth management solutions for high-net-worth clients. The role involves acquiring new clients, managing portfolios, and ensuring compliance with financial regulations. Candidates should possess a Bachelor's degree...

A prominent wealth management firm in Hong Kong is seeking a Mid-Senior level professional to provide tailored solutions for high-net-worth clients. The ideal candidate will have at least 5 years of banking experience in the private banking or wealth management sector. Responsibilities include analyzing clients' financial needs and maintaining strong...

A financial services firm located in Hong Kong is seeking a Relationship Manager in Private Wealth Management to build and maintain strong client relationships. This role involves understanding client financial needs, conducting meetings, and developing customized investment strategies. The ideal candidate will have a minimum of one year of experience in...