Wealth Advisor Private Client Advisor

A leading global private bank in Hong Kong is seeking a Junior Banker/Investment Advisor to manage client relationships and operations. The ideal candidate should be a trilingual graduate with over 5 years of experience in wealth management. This role entails managing daily banking operations and providing investment advisory services. The bank offers a...

A next-generation wealth advisory group is seeking an experienced Wealth Advisor to build and maintain relationships with high-net-worth clients through tailored financial planning and investment strategies. This remote opportunity allows for flexible hours of 20-30 hours per week, offering seasoned advisors the chance to excel in a relationship-focused...

Junior Banker/ Investment Advisor, Global Private Bank Promising Jr Banker/IC career opportunities Key Account Manager to promote clients’ relationships Global Private Banks with Aa2/A+Credit Rating Our Client Our client recognized as the best-capitalized pure play int'l private bank with over USD 280 Bill AUM, hiring over 4500 talents to search for Junior...

A leading health insurance provider in Hong Kong seeks a Direct Sales Advisor to manage and convert leads through a remote sales approach. The role involves conducting consultations with high-net-worth clients and requires proven telesales experience, strong communication skills, and a desire to work within a hybrid model. Knowledge of international private...

Relationship Manager / Client Advisor ( Multi Family Office / EAM ) Develop and execute comprehensive strategies to acquire and manage HNW clients. Maintain long‑term relationships with clients, ensuring their evolving financial needs are met. Deliver comprehensive solutions to clients, including investment management, portfolio monitor, financial planning...

Relationship Manager / Client Advisor ( Multi Family Office / EAM ) Responsibilities Develop and execute comprehensive strategies to acquire and manage HNW clients. Maintain long-term relationships with clients, ensuring their evolving financial needs are met. Deliver comprehensive solutions to clients, including investment management, portfolio monitor,...

Expansion headcount for AP/Greater China region Multi-asset & Discretionary Investment Advisory Our Client Appointed by Global Private Bank with total AUM of USD 310 billion to search for multiple Cross Asset Classes of Investment Advisors to be part of the expanding GC team. Job Duties Evaluate portfolio risk and identify customized investment solutions...

Job Description Direct sales Advisor Location: Hong Kong Permanent Full time Hybrid working We make health happen Job Purpose To manage and convert leads generated through the partnership where a remote sales approach is preferred or required. The Direct Sales Advisor (DSA) plays a critical role in the delivery of Bupa’s international private medical...

A leading client service company in Hong Kong is seeking a motivated Client Advisor. In this role, you'll provide thoughtful support, handle inquiries, and assist with documentation to enhance client experience. No prior experience is required, as comprehensive training will be provided. The ideal candidate should be proactive, enjoy interacting with people,...

A financial services firm in Hong Kong seeks a Senior Vice President in Private Wealth Management. The role involves achieving sales targets through effective marketing strategies and providing wealth management solutions, including portfolio management and succession planning. Candidates must hold an insurance authority license and have at least two years...