Senior Wealth Planner for High-Net-Worth Portfolios

A leading banking institution in Hong Kong is seeking a (Senior) Relationship Manager for its Consumer Branch. The role involves proactively soliciting new business and enhancing existing relationships within the high net worth market. Candidates should possess a degree and 2-5 years of sales experience in consumer banking, along with solid communication...

A financial services firm in Hong Kong is seeking a professional for a client-facing role focused on developing relationships with high-net-worth individuals and corporates. Responsibilities include providing investment advisory and asset allocation services while assisting clients with wealth planning. Candidates should have at least 2 years of experience...

A leading financial services firm in Hong Kong is seeking a qualified investment consultant to cultivate relationships with high-net-worth individuals and corporate clients. The role requires strong client focus, a keen interest in wealth management, and expertise in financial market products. Ideal candidates will possess a bachelor’s degree, fluency in...

A leading bank in Hong Kong seeks an experienced Relationship Manager in Private Wealth Management. The role involves promoting a full range of wealth management products to high-net-worth clients and developing long-term relationships. Ideal candidates possess over 3 years in wealth management, SFC licenses, and strong communication skills in Putonghua,...

A financial services firm in Hong Kong is looking for a motivated individual to join their team. The role involves providing professional wealth planning and investment advisory services to high net-worth clients, focusing on tailor-made solutions. The ideal candidate should possess strong interpersonal skills, a sales-oriented mindset, and proficiency in...

A leading organization in financial services in Hong Kong is seeking a Private Wealth Relationship Manager to develop and maintain relationships with high-net-worth clients. The role involves identifying new business opportunities and providing tailored financial solutions while ensuring compliance with regulations. The ideal candidate should possess a...

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...

A leading banking institution in Hong Kong is seeking a Relationship Manager to develop its high-net-worth client base. The role involves establishing long-term relationships with clients and introducing comprehensive wealth management solutions to meet their needs. Ideal candidates should have a degree in a business-related discipline and at least 3 years...

High Net Worth Case Manager/Senior Manager Add expected salary to your profile for insights Review and assess incoming life insurance applications to ensure completeness and accuracy. Work with Underwriting and Distribution teams to obtain required medical documentation and underwriting decisions. Serve as a liaison with Distribution teams to ensure all...

A leading financial institution in Hong Kong seeks an Assistant Vice President, Marketing focused on High Net Worth customers. The role involves driving the development of strategic initiatives, managing marketing campaigns, and ensuring high standards of customer service. Candidates should have at least 6 years of experience in product marketing or customer...