High-Net-Worth Client Advisor

Role OverviewWe are seeking highly motivated and experienced professionals to join our team as investment advisors. As a key member of our team, you will be responsible for prospecting and acquiring high-net-worth (HNW) clients across multiple regions.Responsibilities:Prospect and acquire HNW clients through effective relationship building and strategic...

Job OverviewAteca Consulting is recruiting experienced Private Bankers, Senior Private Bankers, or Senior Relationship Managers to join a prestigious Private Swiss Bank.This is an excellent opportunity for individuals with a strong track record of managing High Net Worth Individuals (HNI) and Ultra-High-Net-Worth Individuals (UHNI).Key...

We are currently seeking experienced Private Bankers, Senior Private Bankers, and Senior Relationship Managers to join a prestigious Swiss bank in Singapore, Hong Kong, Dubai, Bahrain, London, Zurich, and Geneva.Job Description:Manage a portfolio of ultra-high-net-worth individuals with assets exceeding $250M net, exclusively from HNW and UHNW...

Ateca Consulting is hiring experienced Private Bankers, Senior Private Bankers, and Senior Relationship Managers to join our team.The successful candidates will be responsible for managing and growing a portfolio of ultra-high-net-worth individuals, with a focus on providing exceptional client service and building long-term relationships.Requirements:Minimum...

Required Skills and QualificationsMinimum 5 years of Private Banking experience managing High Net Worth Individuals (HNWIs)At least 4-5 years in a senior role with a proven track record in client managementCurrent Assets Under Management (AUM) exceeding $250M net, exclusively from HNW and UHNW clientsDemonstrated success in building, managing, and growing a...

About UsAteca Consulting is a global leader in private banking, offering an exceptional opportunity to enhance your professional growth and resources.Role OverviewWe are currently hiring experienced Private Bankers to join our esteemed Private Swiss Bank, with roles based in Singapore, Hong Kong, Dubai, Bahrain, London, Zurich, and...

Job SummaryJob-Hunter is looking for a skilled High-Net-Worth Insurance Application Specialist to join our team. The successful candidate will be responsible for ensuring smooth operation of high-net-worth product applications.Key ResponsibilitiesProvide operation support on the application of universal life and high-net-worth products.Support clients...

We're currently seeking experienced Private Bankers, Senior Private Bankers, or Senior Relationship Managers to join a prestigious Private Swiss Bank.About the RoleThis exciting opportunity is available for our offices in various locations around the world.Key ResponsibilitiesMinimum 5 years of experience in Private Banking, managing High Net Worth...

Company OverviewCiti is a leading global bank with a rich history of innovation and customer service. As an Investment Associate, you will be part of a team that provides exceptional investment advice to ultra-high net worth clients in the United States.Job DescriptionThe role of the Investment Associate is to provide a wide range of investment services and...

A prestigious global private bank is looking for an Executive Director to join their Hong Kong office. This is an exceptional opportunity to work with a forward-thinking institution that values leadership and success.The successful candidate will be responsible for building and leading a team of experienced private bankers, driving business growth, and...

Company OverviewJS Wealth is a leading multi-family office in Asia, dedicated to providing personalized wealth management solutions for High Net Worth Individuals and family trusts. Our mission is to deliver tailored outcomes-based planning and bespoke investment advice with transparency and simplicity.Job DescriptionWe are seeking a full-time Private Client...

3 days ago Be among the first 25 applicantsLocation: Remote / Hybrid – Hong Kong, Japan, GlobalDepartment: Sales | Business Development | High-Net-Worth Client RelationsWho We AreLHP is a premier luxury advisory firm specializing in blue-chip art, high-value secondary market artworks, and exclusive real estate opportunities. Our expertise spans art...

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...

Company Overview:Unicorn Advisor (HK) Limited is a leading financial institution dedicated to providing exceptional wealth management services to ultra high net worth individuals.Key Responsibilities:We are seeking a seasoned Markets Specialist to join our team, responsible for bringing in and hunting new clients for the bank. This involves identifying and...

Senior vice president - client services is a critical role within our private client services team in Hong Kong. You'll be responsible for leading the development and execution of our client-facing strategies, ensuring seamless delivery of high-quality services that exceed client expectations.Main ObjectivesClient Satisfaction: Drive improvements in client...

At Ocorian, we're committed to delivering exceptional client experiences. Our Head of Private Client, Hong Kong role offers a unique opportunity to lead our private wealth management team in this key market.About the RoleThis leadership position oversees the development and implementation of our global private client strategy in Hong Kong. As a seasoned...

Join Balfour Capital Group as an Investment Advisor About Balfour Capital Group Balfour Capital Group is a boutique Investment Banking Firm and Hedge Fund managing over $400 million in global trading operations. We specialize in Commodities, Currencies, ETFs, Bonds, Precious Metals, and more, tapping into major markets from the US and Australia to Germany,...

ResponsibilitiesLiaise with business units within the company and outside entities to support business development and operation.Collaborate with the team to customize private solutions for ultra-high-net-worth clients.Provide professional consulting services to clients, such as residency and citizenship planning and basic taxation consultation.Work closely...

- Bring in and hunt new ultra high net worth clients for the bank.  - Take care of the client's investment and wealth planning needs by working together with other teams including investment counsellors, product specialists, credit, trust, etc.  - Cross-sell the bank's universal platform and other products including but not limited to investment...

Citi is a leading global financial services institution, with over 200 years of history and expertise in wealth management. Our Citi Wealth division provides a comprehensive suite of wealth management services to high net worth individuals and families around the world.We are seeking an experienced professional to join our team as a Client Manager for our...