High Net Worth Client Relations Lead

Client Relations Manager - High Net Worth Prepare high-quality presentation materials for client meetings, internal reviews, and external engagements. Build and maintain strong relationship with all key stakeholders (Consultants as well as private bankers and clients) Arrange and conduct the Customer Policy Annual Review, following up requests from customers...

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 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 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 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 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 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...

Our client, a leading insurance company with her newly established branch in Hong Kong, is looking for high caliber candidates to join their team. Provide financial advice and services to High Net-worth clients of the company Identify client needs and provide necessary financial planning Follow up with client on account opening and documentation Client...

A leading banking institution in Hong Kong is seeking a Wealth Planning Manager to provide comprehensive wealth management services to high-net-worth clients. The role requires a degree at HKQF level 5 and a minimum of 3 years' experience in managing investment portfolios. Candidates should have passed required financial examinations and professional...

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...