Private Wealth Client Relationship Assistant

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,...

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,...

Relationship Manager Assistant (Private Wealth) Assist Private Wealth Relationship Manager to manage client relationships and provide quality service. Be responsible for the HNW client services, including account opening, maintenance and other related tasks. Work on ad hoc projects and tasks assigned by the management. Qualifications Bachelor's degree or...

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...

Growing Team Competitive Salary Package About Our Client The employer is a large organization in the financial services industry, offering a wide range of banking and financial solutions. The company is well-established and has a strong presence in Hong Kong, catering to a diverse client base. Job Description As a Private Wealth Relationship Manager, your...

A leading Asian External Asset Manager in Hong Kong is seeking experienced Relationship Managers who are passionate about wealth management. In this role, you will develop strong relationships with high-net-worth clients, acquire new portfolios, and provide tailored investment advisory services. Successful candidates will have a background in Private Banking...

A leading financial institution is seeking an experienced AVP/VP, Treasures Private Client Relationship Manager to enhance client relationships within wealth management services. The ideal candidate should have at least 5 years of sales experience in consumer banking and possess strong banking knowledge. Responsibilities include identifying customer needs,...

Job Description - Analyst to AVP, Assistant Relationship Manager, Treasures Private Client, Private Banking AK) Job Description Analyst to AVP, Assistant Relationship Manager, Treasures Private Client, Private Banking - ( AK ) Business Functions DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the...

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,...

Overview Analyst to AVP, Assistant Relationship Manager, Treasures Private Client, Private Banking – DBS Bank Join to apply for the Analyst to AVP, Assistant Relationship Manager, Treasures Private Client, Private Banking role at DBS Bank. Business Functions DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements...