Wealth Client Advisor: Relationship

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...

Our client is a leading independent External Asset Manager (EAM) dedicated to providing bespoke wealth management solutions to an exclusive clientele of ultra-high-net-worth individuals and families. They are seeking experienced and dynamic Relationship Manager to further grow and cultivate the firm's client base. Key Responsibilities Client Relationship...

A leading financial services firm in Hong Kong is seeking an experienced financial advisor to provide wealth management and investment advisory services to high net worth and corporate clients. Applicants should have at least 2 years of experience in the financial markets and hold SFC Type 1 and Type 2 licenses. The role involves developing client...

Company Description Established in 2000, AMG Financial Group is a leading provider of wealth management and financial advisory services in the region. Backed by experienced executives, AMG excels in financial products, investment portfolio management, team development, and compliance. The company offers innovative solutions to individual and corporate...

A leading securities firm in Hong Kong is seeking a wealth management advisor to provide investment and advisory services to high net worth clients. The ideal candidate should have a Bachelor's degree in Finance or related field, 2 to 7 years of experience in financial markets, and be fluent in English, Cantonese, and Mandarin. This role emphasizes building...

A prominent financial services firm is seeking established Senior Wealth Management Advisors in Hong Kong to manage high-net-worth clients. The role involves developing financial strategies, fostering long-term client relationships, and achieving sales targets. Candidates should have at least 5 years of relevant experience, fluency in Cantonese, English, and...

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,...

Advisor Trainee in Wealth & Asset Management About the role As an Advisor Trainee in Wealth & Asset Management, you will play a crucial role in helping clients achieve their financial goals. Based in the vibrant Wan Chai District, this full‑time position offers an exciting opportunity to develop your skills and expertise in the dynamic world of financial...

Wealth Management - Institutional Wealth Advisor This position is responsible for developing business relationships with high‑net‑worth individuals, their families, family offices and corporates. Understands client needs and requirements, identifies investment opportunities and provides financial advice to clients. The job duties associated with this...

A leading wealth management firm in Hong Kong is seeking a mid-senior level Relationship Manager specializing in Chinese high-net-worth clients. The role involves managing client portfolios, providing investment advisory services, and ensuring compliance. Ideal candidates will have extensive experience in wealth management, fluency in Mandarin, and a proven...