Private Wealth Management Lead

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...

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...

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.

About OcorianOcorian 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...

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...

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...

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...

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...

Investment Sales OpportunityA leading global financial institution is seeking a seasoned investment sales professional to join their regional client solutions team as a head of wealth management. The successful candidate will be responsible for developing business strategies with a focus on wealth management.The ideal candidate should possess extensive...

About the TeamYou will join a collaborative and dynamic team of professionals who share a passion for delivering exceptional results and making a meaningful impact in the Private Wealth management industry.Our team is committed to embodying our core values, which include being client-centric, ambitious, agile, collaborative, and ethical.What We OfferWe offer...

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...

Company Overview:Ateca Consulting is a leading global private bank with operations in 52 markets worldwide.We are seeking an experienced ED/MD-level Private Banker to join our Hong Kong office and lead a team of high-net-worth clients.The ideal candidate will have a strong track record of leadership, AUM expertise, and client-focused skills.Leadership –...

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...

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...

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:...

Private Banking Opportunity | Hong Kong A prestigious global private bank is seeking ED/MD-level Private Bankers for their Hong Kong office. This is your opportunity to join a forward-thinking institution that rewards leadership and success. Why Consider This? Compensation uplift – top hires have experienced significant increases. Global footprint –...

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...

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...

We are a global leader in financial services, with a rich history of innovation and commitment to excellence.At Citi Global Wealth (CGW), we bring together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices.About This RoleThis is an exciting opportunity to join our team as a Private...

3 days ago Be among the first 25 applicants Direct message the job poster from Ateca Consulting Director - Financial Services at Ateca Consulting Private Banking Opportunity | Hong Kong A prestigious global private bank is seeking ED/MD-level Private Bankers for their Hong Kong office. This is your opportunity to join a forward-thinking institution that...