High Net Worth Individual Portfolio Manager

At Unicorn Advisor (HK) Limited, we are seeking an exceptional International Tax Advisor to join our team.About the RoleThis is a challenging and rewarding opportunity for a seasoned tax professional to leverage their expertise in international taxation to deliver value-added services to high net worth individuals. The ideal candidate will possess a deep...

Company OverviewDBS Bank (Hong Kong) Limited is a leading financial institution in the region, providing comprehensive banking and wealth management services to its clients. Job SummaryWe are seeking an experienced Private Banking Relationship Manager to join our team. The successful candidate will be responsible for providing high-quality wealth management...

Ateca Consulting is a premier executive search firm specializing in Private Banking & Wealth Management.We are currently seeking experienced Senior Private Bankers or Senior Relationship Managers to join our prestigious client, a Private Swiss Bank. This exciting opportunity is available for their offices worldwide.Key ResponsibilitiesManage a portfolio of...

Company OverviewHang Seng Bank Limited is a leading bank in Hong Kong, committed to service excellence and dedicated to providing best-in-class products and services to its customers.Job DescriptionWe are currently seeking a high caliber professional to join our team as Customer Relationship Manager. As a key member of our Retail Distribution team, you will...

About Dah Sing Financial GroupThe Dah Sing Financial Group is a leading financial services provider in Hong Kong, offering banking, insurance, and other related services through its extensive network of over 70 branches across the region. Our values are built around caring, teamwork, and progressiveness. We recognize that each individual has unique talents...

Our Private Swiss Bank is seeking experienced professionals to join our team in key locations around the world.Job RequirementsA minimum of 5 years' experience in private banking, with a proven track record in managing high net worth individuals.At least 4-5 years in a senior role, with current AUM exceeding $250M net exclusively from HNW and UHNW clients.We...

About HARBRIDGE PARTNERSHARBRIDGE PARTNERS is a leading player in the investment, life and wealth products industry, offering personalized relationship management and financial solutions to high-net-worth clients.

HSBC Global Private Banking seeks a skilled Client Advisor to manage high net worth relationships and provide bespoke financial solutions. As a key member of our team, you will play a critical role in driving revenue growth, expanding portfolios, and maintaining strict compliance with internal control standards. This is an exceptional opportunity to leverage...

About CitiCiti is a leading global bank with a rich history spanning over 200 years. Our unparalleled global network enables us to connect millions of people across hundreds of cities and countries every day. We provide a broad range of financial services and products to our clients, including consumers, corporations, governments, and institutions, helping...

**Key Responsibilities**Provide operation support on the application of universal life and high-net-worth products.Assist in client onboarding processing to ensure the due-diligence requirements can be met.Follow up on the application procedure, including KYC and medical check arrangements.Maintain effective communication with Relationship Managers of banks...

Insurance Planning ConsultantAt HR Plus, we're dedicated to providing innovative solutions for wealth management and insurance planning. Our client is a global leader in financial technology.Key Responsibilities:Conduct thorough client interviews and financial analyses to identify the needs of high-net-worth clients in areas such as protection, wealth...

About the RoleThis is an exceptional opportunity for seasoned Private Bankers to join a global leader in private banking and significantly enhance their professional growth and resources.The successful candidate will be responsible for managing and growing a portfolio of HNW and UHNW clients, with a focus on increasing assets under management and driving...

About Dah Sing GroupThe Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, and financial services through its growing network of over 70 branches in Hong Kong, Macau, and Mainland China. We prioritize caring, teamwork, and progressiveness in our culture.Job OverviewWe are seeking an experienced Business Development...

Business Analyst Role at CTF LifeJob Description:This role is responsible for delivering business objectives for the High-Net-Worth (HNW) client segment. The ideal candidate will have 8 years of experience as a Business Analyst and 5 years of experience in insurance projects, including New Business and Policy Administration.Responsibilities:Collaborate with...

Company OverviewHang Seng Bank Limited is a leading financial institution in Hong Kong, committed to service excellence and attracting high-caliber talent.Job DescriptionWe are seeking a Prestige Private Relationship Manager to provide professional financial planning services to high-net-worth individuals and optimize new business opportunities.Key...

Citi, a global leader in financial services, is seeking a seasoned professional to join our team as a Relationship Banker. With a rich history spanning over 200 years, we have established ourselves as a trusted partner for individuals, corporations, and institutions alike.Job DescriptionThe ideal candidate will be responsible for managing high net worth...

We are seeking experienced Private Bankers, Senior Private Bankers, and Senior Relationship Managers to join a prestigious Swiss bank. Ideal candidates will have a minimum of 5 years of experience managing high net worth individuals and at least 4-5 years in a senior role with a proven track record in client management.The successful candidate will have...

Ateca Consulting is currently hiring experienced Private Bankers, Senior Private Bankers, and Senior Relationship Managers to join an esteemed Private Swiss Bank.The ideal candidate will have a strong background in financial services, with a minimum of 5 years of experience managing high net worth individuals and at least 4-5 years in a senior role with a...

About Be Myjob Company Limited">">Overview">">Be Myjob Company Limited is a leading financial services provider offering wealth management solutions to high net worth individuals. Our team of experienced professionals provides tailored advice and guidance to help clients achieve their financial goals.">">Job Description">">As a Lead Portfolio Manager, you...

We are seeking experienced Private Bankers, Senior Private Bankers, and Senior Relationship Managers to join our team at Ateca Consulting.The ideal candidate will have a strong background in financial services, with a minimum of 5 years of experience managing high net worth individuals and at least 4-5 years in a senior role with a proven track record in...