Private Wealth Manager
4 days ago
HK Job Consulting is seeking an experienced Private Wealth Manager to join our team in Hong Kong. As a key member of our private wealth management department, you will be responsible for providing bespoke financial solutions to high-net-worth clients.
Key Responsibilities- Wealth Management: Develop and implement comprehensive wealth management plans to meet clients' financial goals and objectives.
- Investment Advice: Provide expert investment advice to clients, including asset allocation, portfolio optimization, and risk management.
- Tax Efficiency: Help clients optimize their tax efficiency through effective use of tax planning strategies.
- Legacy Planning: Assist clients in creating a legacy plan to ensure their financial wishes are carried out after their passing.
- Educational Background: University graduate with additional professional qualifications in Finance or Investment preferred.
- Experience: Minimum of 7 years of solid experience serving private wealth clients.
- Skill Set: Strong negotiation, credit, communication, organizational, analytical, customer service, and problem-solving skills.
- Sales Proficiency: Demonstrated consultative selling abilities, along with robust business development and prospecting skills.
- Negotiation Ability: Agile and flexible in adapting to changing environments.
- Industry Knowledge: In-depth understanding of investment products, financial industry trends, and the ability to articulate business offerings effectively.
- Compliance Management: Capability to manage a client book in a compliant manner.
- Language Proficiency: Proficient in both verbal and written English and Chinese.
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Wealth Management Consultant
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full timeOur CommitmentAs a trusted partner to leading private banks, family offices, law and tax advisory firms, we offer bespoke wealth planning solutions to high net worth individuals globally. With over 40 years of experience, we have established ourselves as a premier insurance broker, specializing in procuring insurance products for our clients.We prioritize...
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Private Client Advisor
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full timeWhy 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...
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Financial Planning Specialist
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full timeAbout UsWith over 40 years of experience, Howden Private Wealth is the trusted wealth planning partner to leading private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialize in securing insurance solutions for high net worth individuals globally.We have a global presence with representatives across key...
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Directors for Private Wealth Management
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full timeAteca Consulting is seeking a seasoned Director to lead our private banking team in Hong Kong.This is an exciting opportunity for the right candidate to join a prestigious global private bank and take advantage of a unique compensation structure.As a member of our team, you will have the chance to work with high-net-worth clients and deliver tailored wealth...
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Estate Planning Consultant
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full timeWith 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, Singapore,...
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Private Wealth Manager
23 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full timeResponsibilitiesBuilding 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...
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Private Wealth Portfolio Manager
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Coller Capital Full timeRole OverviewThe Investor Relations function at Coller Capital is responsible for managing interactions with our global investor base. This role is within the Investor Services sub-function focused on Private Wealth product offerings.
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Treasures Private Wealth Manager
23 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeCompany Overview\DBS Bank offers a full-service banking experience for its clients. We provide a range of wealth management products and services to cater to our clients' needs.\Job Description\The Treasures Private Client Relationship Manager is responsible for driving business growth through promoting a full range of wealth management products and services...
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Private Wealth Management Opportunity
24 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full timeSalary and BenefitsWe offer a lucrative package consisting of a competitive salary and performance-based bonuses. Our elite banking network provides an opportunity to lead and expand teams in a high-growth market, while our top-tier institution boasts a strong reputation for private wealth management.
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Executive Director, Private Wealth Management
23 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Standard Chartered Full timeAbout the RoleWe are seeking an experienced Executive Director, Private Wealth Management to join our team in Hong Kong. As a key member of our Wealth Planning and Family Advisory team, you will be responsible for developing and executing strategies to drive business growth, deepen client relationships, and deliver exceptional customer experiences.The...
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Executive Director Private Wealth
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full time**Job Description:**We are seeking ED/MD-level Private Bankers to join our Hong Kong office. As a Senior Private Banking Leader, you will be responsible for managing $300M+ portfolios for HNW/UHNW clients, delivering tailored wealth solutions and driving growth.
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Head of Private Wealth Management
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Ocorian Full time**Job Description**Ocorian's Private Client business is expanding rapidly, and we are seeking a talented leader to join our team in Hong Kong. As Head of Private Client, you will be responsible for developing and executing strategies to drive growth and improve client satisfaction.You will lead a team of professionals who provide high-quality service to our...
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Private Wealth Management Director
1 day ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeAbout HSBC Global Private BankingWe offer a comprehensive range of services to help high net worth and ultra-high net worth individuals achieve their financial goals. From investment management to wealth and succession planning, we provide expert advice and tailored solutions to meet the complex needs of our clients.The successful candidate will be...
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Investor Relations Specialist Private Wealth
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Coller Capital Full timeAbout the JobThis position ensures that the needs of our existing Private Wealth investors are met in a professional, efficient, and timely manner. Key responsibilities include responding to investor queries, developing a thorough understanding of Coller funds, and supporting ongoing coordination with Private Wealth platforms.
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Regional Wealth Management Director
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Polymath Search Full timeJob DescriptionThe Regional Wealth Management Director will be responsible for developing business strategies focused on wealth managers, leveraging their extensive knowledge in private markets and alternatives products. This role requires strong academic background, over 16 years of experience in asset or wealth management, and proven track record in client...
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Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full timeCompany OverviewFutu Securities International (Hong Kong) Limited is a reputable financial institution dedicated to providing exceptional services to its clients.Job DescriptionWe are seeking an experienced and highly skilled Private Wealth Manager to join our team in Shenzhen. As a key member of our PWM team, you will be responsible for building and...
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Wealth Management Expert
15 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeWealth and Personal BankingWealth and Personal Banking (WPB) helps deliver on HSBC's purpose by providing customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people.Our international network and breadth of expertise enable us to support individuals, families, business owners,...
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Wealth Management Professional
23 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank of China Full timeJob Overview:As a Wealth Management Professional, you will assist in analyzing market trends and preparing investment proposals. This role is ideal for individuals who want to develop their skills in private banking and wealth management.Key Responsibilities:Support Investment Consultants in researching market trends and developing investment...
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Talent Acquisition Manager, Wealth Management
15 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Raffles Family Office Full timeTalent Acquisition RoleWe are looking for a seasoned professional to join our talent acquisition team as a Vice President, Talent Acquisition (Wealth Management). The ideal candidate will have a strong background in private banker recruitment and excellent communication skills.ResponsibilitiesProactively identify, source, and attract high-quality...
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Private Wealth Investment Manager
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China WIT Talent Solutions Limited Full timeAbout the RoleWe are seeking a highly skilled Private Equity Associate to join our team. In this role, you will support the Group Head of Investment Advisory – Private Equity in evaluating potential fund investment opportunities, conducting market research, and developing investment recommendations. You will also be responsible for coordinating with Tokyo...