VIP Wealth Advisor – Banking

A dynamic local bank in Hong Kong is looking for a VIP Banking Associate to support wealth management and sales for VIP clients. The successful candidate will sell wealth products, advise on wealth needs, and participate in marketing initiatives. Candidates should hold relevant qualifications with a strong sales mindset and excellent communication skills,...

VIP Banking Associate (VIP Services focus) Add expected salary to your profile for insights To provide excellent service to VIP banking customers to satisfy customers’ wealth management needs through proactive business solicitation and relationship building Main Responsibilities: Introduce, demonstrate and cross-sell mainly for wealth management products...

Our client is a dynamic local bank in Hong Kong with a strong presence in retail and wealth management. It is known for its customer‑oriented approach and comprehensive services, including VIP banking, insurance referrals, and financial product sales. We are seeking a VIP Banking Associate to support wealth management and sales for their VIP clients. Job...

Our Client, a well-established insurance platform, with brand new launch of wealth management products, is looking for a Centre Manager for their VIP Centre. Responsible for managing the smooth running of the newly set up VIP Centre for serv icing high-net-worth customers ; Manage and oversee s the operation efficiency of the Customer Service Centre...

Mercor is hiring on behalf of a next-generation wealth advisory group that combines personalized financial planning with data-driven insights and AI-enhanced portfolio solutions. We’re seeking an experienced Wealth Advisor / Private Client Advisor to build, retain, and grow relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients...

A leading financial institution in Hong Kong is seeking a Private Wealth Advisor to build relationships with high-net-worth clients. Responsibilities include formulating insurance sales plans, supporting frontline staff, and contributing to the growth of private banking services. Ideal candidates will have 6+ years in sales within financial products, strong...

Private Wealth Advisor - Private Banking and Trust Services - Hang Seng Bank (HK) Join to apply for the Private Wealth Advisor - Private Banking and Trust Services role at Hang Seng Bank. Private Banking and Trust Services – Hang Seng's Private Banking provides services for people who have successfully built their asset base and now want to place their...

Private Wealth Advisor We are seeking a high caliber professional to join our Private Banking team, reporting to the Head of Private Wealth Advisory. Responsibilities Formulate and implement insurance‑related sales and marketing plans to assist the achievement of Private Bank AOP targets. Support frontline staff by providing pre‑sales insurance portfolio...

A leading recruitment agency seeks a Relationship Manager for their sales team in the Retail Banking Segment. The role involves meeting sales targets, understanding financial needs, and acquiring new VIP Banking customers. Ideal candidates should have at least 1 year of life insurance closing experience or 2 years in referrals, must hold IIQE and HKSI...

About the Company A premier global investment bank and financial services firm with a sterling reputation for handling sophisticated transactions and managing significant wealth. We serve the most discerning clients—ultra-high-net-worth individuals, institutions, and corporations—providing tailored solutions across capital markets, investment banking,...