UHNW Wealth Planner – Private Banking

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 U.S.-based commercial bank in Hong Kong is seeking an experienced Private Wealth Adviser to drive client acquisition and deliver comprehensive banking and wealth management solutions. The ideal candidate will have 5–10 years of sales experience in consumer banking, particularly with HNW and UHNW clients, and must possess strong communication skills in...

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,...

Wealth Planning Analyst - Investment Bank This is an exciting opportunity to join an Investment Bank as Wealth Planning Analyst, serving UHNW clients, providing financial strategies and access to sophisticated expertise and investment opportunities. Description Coordinate onboarding of insurance products and external service providers (e.g., independent...

Investment Bank Wealth Planning About Our Client This is an exciting opportunity to join an Investment Bank as Wealth Planning Analyst, serving UHNW clients, providing financial strategies and access to sophisticated expertise and investment opportunities. Job Description Coordinate onboarding of insurance products and external service providers (e.g.,...

Wealth Planning Analyst - Investment Bank 3 days ago Be among the first 25 applicants About Our Client This is an exciting opportunity to join an Investment Bank as Wealth Planning Analyst, serving UHNW clients, providing financial strategies and access to sophisticated expertise and investment opportunities. Job Description Coordinate onboarding of...

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,...

Our Client, a boutique Private Bank,isnow looking for experienced Private Banker to join their expanding team. Responsibilities Promote full range of wealth management and private banking products Manage a portfolio of Hong Kong and Chinese HNW and UHNW clients Proactively acquire new clients and generate new AUM Monitor client account and ensure a...

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...

A leading global bank in Hong Kong is seeking a Private Banker Lead responsible for managing and developing relationships with ultra-high-net-worth clients. The ideal candidate will have 6-10 years of experience in Private Banking, particularly in the UHNW market. Responsibilities include converting prospects, offering strategic financial advice, and...