Head of Private Wealth Management

13 hours ago


Hong Kong, Central and Western District, Hong Kong SAR China Ocorian Full time

About Ocorian

Ocorian is a trusted partner to over 8,000 clients globally, delivering expert solutions that unlock new value through expertise, trust, and scale. We pride ourselves on our long-lasting partnerships, seamless client experience, and commitment to corporate governance.

In this role, you will have the opportunity to join a dynamic team that is passionate about delivering exceptional results and making a meaningful impact in the Private Wealth management industry.

What You Will Do

As a key member of our Private Client team, you will be responsible for:

  • Driving business growth and revenue expansion through innovative solutions and exceptional client service.
  • BUILDING STRONG RELATIONSHIPS WITH CLIENTS, COLLEAGUES, AND EXTERNAL PARTNERS TO DRIVE BUSINESS OUTCOMES.
  • DEVELOPING AND IMPLEMENTING EFFECTIVE STRATEGIES TO MEET THE COMPLEX NEEDS OF HIGH-NET-WORTH CLIENTS.
  • LEADING AND INSPIRING A HIGH-PERFORMING TEAM TO DELIVER EXCEPTIONAL RESULTS AND DRIVE BUSINESS GROWTH.


  • Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full time

    Overview:With over 40 years of experience, Howden Private Wealth is proud to be a trusted wealth planning partner to top-tier private banks, family offices, law, and tax advisory firms.Key Responsibilities:Lead the Client Services team to deliver exceptional post-sales experiences.Drive process improvements to increase efficiency and productivity.Develop and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full time

    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,...


  • Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full time

    Private Banking OpportunityA prestigious global private bank is seeking experienced professionals for their Hong Kong office. This opportunity enables you to join a forward-thinking institution that rewards leadership and success.Why Consider This?Significant career growth opportunities - top performers have achieved substantial increases in...


  • Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full time

    About Our Company:Howden Private Wealth is a leading independent insurance broker, specialising in procuring insurance products for UHNW individuals globally.Job Description:Oversee the post-sales process to ensure seamless client experiences.IDentify areas for process improvement and implement changes.Support Client Services Managers to maximise their...


  • Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full time

    ResponsibilitiesBuilding tight relationship with VIP clients to complete team AUM and revenue target Work closely with IA and product team and provide investment portfolio analysis and advices to the clients according to their needs, desires and risk profile Be in responsible for the VIP client services, including account opening, maintenance, and other...

  • Head of Wealth

    6 days ago


    Hong Kong, Central and Western District, Hong Kong SAR China Prudential Hong Kong Limited Full time

    time left to apply End Date: February 14, 2025 (27 days left to apply) job requisition id 25010045 Prudential's purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a...


  • Hong Kong, Central and Western District, Hong Kong SAR China DL Holdings Group Full time

    We are seeking a Private Wealth Management Specialist to join our team at DL Holdings Group. As a key member of our team, you will be responsible for delivering exceptional private wealth management solutions to our clients.Key ResponsibilitiesDevelop and maintain relationships with high-net-worth clients to understand their financial needs and goals.Create...


  • Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full time

    About the Opportunity:We are looking for a seasoned private banker to join our team in Hong Kong and manage high-net-worth clients.The successful candidate will have a proven track record of success in private banking, including leadership experience, AUM expertise, and a focus on delivering exceptional client service.Key Responsibilities:Lead a team of...


  • Hong Kong, Central and Western District, Hong Kong SAR China DL Holdings Group Full time

    About the Opportunity: We are seeking a Private Wealth Management Professional to join our team at DL Holdings Group. In this role, you will be responsible for delivering exceptional client experiences and driving business growth through strategic partnerships and relationships.Key Responsibilities:Develop and execute customized private wealth management...


  • Hong Kong, Central and Western District, Hong Kong SAR China IPS Group Full time

    Wealth Planning Expertise:  As a Wealth Planner at IPS Group, you will be responsible for delivering comprehensive wealth and philanthropic planning services to Ultra High-Net-Worth clients. This includes developing customized philanthropic strategies, creating comprehensive financial plans, and facilitating the transfer of an existing book of business to...

  • Portfolio Manager

    3 days ago


    Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time

    OverviewDBS Bank (Hong Kong) Limited is a leading financial institution that offers a wide range of banking and financial services. Our Private Banking division provides personalized wealth management solutions to high net worth individuals and families.


  • Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full time

    Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Hong Kong As a Wealth Management Professional, your responsibilities include: Serve as the liaison for clients regarding inquiries and provides team support Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship Drive and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Be Myjob Company Limited Full time

    Be Myjob Company Limited seeks an experienced Senior Banker to join our team in providing exceptional wealth management solutions to high net worth individuals. As a key member of our private banking department, you will be responsible for attracting and retaining clients while nurturing existing relationships.About the RoleTo provide comprehensive asset...


  • Hong Kong, Central and Western District, Hong Kong SAR China Pure Hong Kong Full time

    Key ResponsibilitiesLead and oversee the AML compliance program for the Private Banking division, ensuring adherence to local and international regulations. Develop and implement AML policies and procedures tailored to private banking services, aligning with best practices and regulatory expectations. Engage with regulators and industry bodies, representing...


  • Hong Kong, Central and Western District, Hong Kong SAR China River Delta Wealth Management Full time

    River Delta Wealth ManagementWe are a comprehensive family office and asset management platform dedicated to safeguarding our clients' long-term financial futures.About Us:Our mission is to provide expert investment advice, tailored to each client's unique needs and goals.Job Description:Fund of Hedge Funds AnalystKey Responsibilities:Participate in fund of...


  • Hong Kong, Central and Western District, Hong Kong SAR China AIA Full time

    Job Summary: As a full-time graduate trainee in wealth management at AIA's private client office in Hong Kong, you will receive comprehensive training in financial and wealth management services. You will cultivate expertise to establish enduring relationships with clients and identify new business opportunities. Your responsibilities will include delivering...


  • Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    Serve High Net Worth ClientsAs a Wealth Management Specialist at HSBC Global Private Banking, you'll play a critical role in serving our high net worth clients, providing them with expert advice and guidance on their financial needs. You'll be part of a dynamic team that values collaboration, innovation, and customer satisfaction.About the RoleYou'll work...


  • Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full time

    Job Description:We are seeking a skilled Private Wealth Manager to join our team at Futu Securities International (Hong Kong) Limited.Company Overview:Futu Securities International (Hong Kong) Limited is a leading financial institution dedicated to providing top-notch services to our clients. We strive to deliver exceptional quality and innovative solutions...


  • Hong Kong, Central and Western District, Hong Kong SAR China River Delta Wealth Management Full time

    Fund of Hedge Funds Analyst - Family Office Analyst A family office and asset management platform that is dedicated to safeguarding our clients' long-term financial futures. We offer a comprehensive range of services, including asset and investment management, succession planning strategies, and wealth structuring, all integrated into a seamless family...


  • Hong Kong, Central and Western District, Hong Kong SAR China Prudential Hong Kong Limited Full time

    Job OverviewWe are seeking a highly skilled and experienced individual to spearhead the development of our wealth proposition, focusing on affluent and high net worth customers. The successful candidate will lead the formulation of our wealth strategy, establishing a team to execute this plan in key markets.Key ResponsibilitiesWealth Strategy Formulation:...