Wealth Advisor, Ultra-High Net Worth Clients

3 days ago


Hong Kong Island, Hong Kong SAR China International Executive Service Corps Full time

**Client Relationship Manager**

The successful candidate will be responsible for identifying, originating, and developing client relationships within the high net worth segment. They will understand clients' wealth management needs, formulate solutions based on their circumstances and risk appetite, and provide timely banking services.

Key Skills:

  • Origination and development of client relationships
  • Understanding and addressing client needs
  • Provision of banking services and transaction execution
  • Portfolio monitoring and updates
  • Regular account reviews and strategy adjustments
  • Business partnership establishment and maintenance
  • Regulatory adherence

A degree holder with a minimum of 4 years of experience in banking or investment, excellent selling, relationship-building, and interpersonal skills, strong self-initiative, and proficiency in English and Chinese languages is essential for this role.



  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    Role OverviewWe are seeking a seasoned Business Development Executive to join our team at Unicorn Advisor (HK) Limited. As a Business Development Executive, you will play a pivotal role in driving growth and revenue by identifying, acquiring, and nurturing relationships with ultra high net worth clients.Key ResponsibilitiesIdentify and pursue new business...


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

    We are seeking a skilled professional to join our HSBC Global Private Banking team as a PC Desk Client Service Executive for a 6 month fixed term contract.This role is critical in supporting Relationship Managers to deliver exceptional client service to high net worth and ultra-high net worth individuals.The responsibilities of this role include:Key...


  • Hong Kong Island, Hong Kong SAR China Global Executive Consultants Ltd. Full time

    Global Executive Consultants Ltd. is seeking a talented professional to join our team as a Private Banking Operations Specialist.About the RoleThis is an exciting opportunity to provide operational support to our Relationship Managers and help them deliver exceptional client service.Key ResponsibilitiesSupport Relationship Managers in taking investment...


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

    Ateca Consulting is a leading provider of financial services, and we are currently seeking experienced Private Bankers, Senior Private Bankers, and Senior Relationship Managers to join our team.The ideal candidates will have a proven track record in client management, a strong portfolio of ultra-high-net-worth clients, and experience in managing high net...


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

    Job Summary:We are seeking a highly skilled Wealth Planner to join our team at IPS Group. The successful candidate will have a strong background in working with Ultra High-Net-Worth individuals and families, providing tailored wealth management services that align with their financial and legacy goals.Main Responsibilities:Cultivate strong relationships with...


  • Hong Kong Island, Hong Kong SAR China Ateca Consulting Full time

    We are seeking experienced professionals to join our team as Director - Financial Services, working with a Private Swiss Bank in Singapore, Hong Kong, Dubai, Bahrain, London, Zurich, and Geneva.ResponsibilitiesThe successful candidate will be responsible for managing a portfolio of ultra-high-net-worth individuals, with a minimum 5 years of experience and at...


  • Hong Kong Island, Hong Kong SAR China HSBC Full time

    About HSBC Global Private BankingHSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts provides tailored solutions for clients' investment needs, succession planning, portfolio management, and philanthropy support.We are seeking a high...


  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    At Unicorn Advisor (HK) Limited, we are seeking a skilled Risk Management Specialist to join our team.About the RoleWe are looking for an experienced professional with a background in front office experience in investment banking or other financial institutions. You will be responsible for providing risk management services to high net worth clients.Key...


  • Hong Kong Island, Hong Kong SAR China Global Executive Consultants Ltd. Full time

    Executive Jeweller for High Net Worth ClientsWe are looking for an experienced executive jeweller to join our team and work with high net worth clients.About the RoleDevelop and maintain strong relationships with high net worth clients to deliver exceptional customer service.Work closely with internal teams to create tailored solutions to meet client...


  • Hong Kong Island, Hong Kong SAR China Fargo Wealth Group Full time

    Role SummaryWe are seeking a highly motivated and experienced Investment Consultant to join our team at Fargo Wealth Group. As an Investment Consultant, you will be responsible for providing expert advice on investment management and delivering exceptional client service.Main Responsibilities:Provide personalized investment recommendations to high-net-worth...


  • Hong Kong Island, Hong Kong SAR China HSBC Full time

    Some careers have more impact than others.If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.HSBC Global Private...


  • Hong Kong, Central and Western District, Hong Kong SAR China Talent 24 Full time

    Talent 24 OverviewAs a leading provider of exclusive lifestyle and travel management services, we cater to affluent individuals and VIP clientele worldwide.Job DescriptionIn this role as High Net Worth Client Manager, you will be responsible for delivering bespoke lifestyle solutions to our esteemed clients.Key Tasks:Coordinate luxury travel arrangements,...


  • Hong Kong Island, Hong Kong SAR China Ateca Consulting Full time

    We are seeking a Director of Client Wealth Management to join our team, working with a Private Swiss Bank in Singapore, Hong Kong, Dubai, Bahrain, London, Zurich, and Geneva.About the PositionThe successful candidate will have a minimum 5 years of experience managing High Net Worth Individuals (HNWIs) and at least 4-5 years in a senior role with a proven...


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

    Some careers have more impact than others. If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC Global Private...


  • Hong Kong Island, Hong Kong SAR China HSBC Full time

    Key ResponsibilitiesThe key responsibilities of this role include maintaining the highest standard of excellence in client service by attending to high net worth client enquiries and requests. Ensuring that high net worth client account opening documents are complete and accurate is also a critical task.This role may be involved in the credit application...


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

    Why Join Us?We are a leading insurance broker, partnering with private banks, family offices, law and tax advisory firms to offer bespoke wealth planning solutions to high net worth individuals globally. With over 40 years of experience, we have developed a reputation for delivering exceptional service and expertise.We prioritize building strong...


  • Hong Kong Island, Hong Kong SAR China HSBC Full time

    Bespoke Lifestyle ServicesThe Lifestyle Relationship Manager is responsible for delivering tailored services to meet the evolving needs of our ultra-high net worth clients. This includes collaborating with external partners and internal teams to ensure seamless execution and exceed customer expectations.You will work closely with Relationship Managers and...


  • Hong Kong Island, Hong Kong SAR China HSBC Full time

    Role OverviewThe PC Desk Client Service Executive role involves acting as the primary point of contact for high net worth or ultra-high net worth individual clients, both externally and internally. This includes handling flow transactional banking elements with the client base.This position supports one or more Relationship Managers in deepening high net...


  • Hong Kong Island, Hong Kong SAR China Fargo Wealth Group Full time

    Job DescriptionFargo Wealth Group is seeking an experienced Investment Consultant to provide comprehensive investment related services to Account Managers and high-net-worth customers. As an Investment Consultant, you will be responsible for tailor-made investment proposal preparation, portfolio analysis, and product selection.Responsibilities:Act as a...


  • Hong Kong Island, Hong Kong SAR China Be Myjob Company Limited Full time

    We are seeking a highly skilled and experienced Portfolio Manager to join our team at Be Myjob Company Limited. As a key member of our organization, you will play a vital role in shaping the future of our business.About the RoleThis is an exciting opportunity for a talented Private Banking Banker to take on a leadership position within our company. You will...