UHNW Family Office Advisor

5 days ago


Hong Kong, Central and Western District, Hong Kong SAR China IPS Group Full time
About the Role:

We are looking for a skilled Wealth Planner to join our team at IPS Group. The ideal candidate will have extensive experience in working with Ultra High-Net-Worth individuals and families, providing tailored wealth management services that meet their financial and legacy goals.

Main Responsibilities:
  • Develop and implement comprehensive wealth management plans for UHNW clients.
  • Collaborate with internal teams to deliver customized financial and philanthropic solutions.
  • Maintain and grow strong relationships with UHNW clients and their families.
  • Stay up-to-date with industry trends and best practices in wealth management.

Required Skills & Qualifications:

  • Minimum 5+ years of experience in wealth management, financial planning, or private banking with UHNW clients.
  • Strong expertise in philanthropic advisory and charitable giving strategies.
  • A solid, transferable client base with UHNW clients.
  • Proven ability to develop and execute customized financial and philanthropic plans.
  • Excellent understanding of estate planning, tax optimization, and investment strategies.
  • Ability to maintain and grow strong relationships with UHNW individuals and their families.
  • Exceptional interpersonal and communication skills with a high level of integrity.
  • Fluency in Cantonese, English, and Mandarin is a must.


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

    Job DescriptionAs a key member of our Family Office team, you will provide administrative support to our directors, ensuring the smooth operation of our daily activities. Your responsibilities will include coordinating meetings, travel arrangements, and other business-related tasks with precision.Key ResponsibilitiesSecretarial support to company...


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

    Job Description:We are seeking an experienced 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:Client Acquisition & Relationship...


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

    Job OverviewWe are seeking a highly experienced Tax and Legal Advisor to join our team at Unicorn Advisor (HK) Limited. As a key member of our family office, you will be responsible for providing expert tax and legal advice to high net worth individuals across the globe.About YouYou hold a degree in Business, Accounting, Finance or related disciplines and...

  • Wealth Planner UHNW

    5 days ago


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

    My client is seeking a Wealth Planner with expertise in working with Ultra High-Net-Worth individuals and extensive experience in philanthropic planning. As a Wealth Planner, you will be responsible for: Client Acquisition & Relationship Management : Cultivating strong relationships with UHNW individuals and families, providing them with tailored wealth...


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

    Company OverviewWe are a highly respected Family Office in Hong Kong, seeking a skilled Administrative Support Professional to join our team. Our organization has a diversified portfolio of global real estate and private equity investments.About the RoleProvide high-level secretarial support to company directors, ensuring seamless day-to-day...


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

    About UsWe are a well-established Family Office in Hong Kong, managing a diverse portfolio of global real estate and private equity investments. We are seeking a skilled Administrative Support Professional to join our team.Role OverviewProvide high-level support to company directors.Coordinate meetings, travel, and other business-related tasks.Liaise with...


  • Hong Kong, Central and Western District, Hong Kong SAR China Raffles Family Office Full time

    Company OverviewRaffles Family Office offers a one-stop comprehensive family office solution by providing a wide range of services. We have a presence in Hong Kong, Singapore, Taipei, Shanghai, and Beijing, covering all aspects of family governance and family constitutions end-to-end.Job RequirementsWe are seeking a talented individual to join our team as a...


  • Hong Kong, Central and Western District, Hong Kong SAR China Raffles Family Office Full time

    Vice President Talent Acquisition (Wealth Management) Discover New Possibilities at Raffles Family Office At Raffles Family Office, we are people first, people who can think beyond a label. We are one dynamic and entrepreneurial team. Fun, respectful, solidarity – Just like a family. We consistently strive to provide a workplace that nurtures diverse yet...


  • Hong Kong, Central and Western District, Hong Kong SAR China Raffles Family Office Full time

    About UsRaffles Family Office is a comprehensive family office solution provider, offering a wide range of services including independent asset management, advanced wealth solutions, fund services, and risk & resilience services. We cover all aspects of family governance and family constitutions end-to-end.Job DescriptionWe are currently seeking a Vice...


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

    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...


  • Hong Kong, Central and Western District, Hong Kong SAR China Green Lake Executive Search Co. Limited Full time

    Key Responsibilities Develop and execute HR strategies aligned with business objectives, covering recruitment, training, performance management, compensation & benefits, and employee relations. Drive organizational structure optimization and talent pipeline development to support efficient operations in asset management and family office services. Design...


  • 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, Central and Western District, Hong Kong SAR China Nauru Program Office Full time

    The Nauru Program Office in New Zealand supports and promotes Nauru's citizenship by investment program, offering global mobility opportunities for individuals and families. It manages agent networks, providing training, resources, and strategic guidance to enhance market outreach. The office represents the program at international events, driving awareness...


  • Hong Kong, Central and Western District, Hong Kong SAR China Raffles Family Office Full time

    Talent 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...

  • Consultant -

    4 days ago


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

    Job Responsibilities:Support Relationship Managers in providing family office related service to high net-worth individuals and contribute to customer retention and growth; Advise clients in the context of an international taxation/legal environment spanning across mainland China, Hong Kong SAR, U.S., Canada, Australia, Singapore, etc.; Provide tax/legal...


  • Hong Kong, Central and Western District, Hong Kong SAR China Projob21 Ltd. Full time

    Company Overview\Projob21 Ltd. is a global leader in private banking and asset management, representing the investment arm of a reputable family office. Our client seeks an experienced Finance & Operations Associate Manager to join their team.Job Description\The ideal candidate will be responsible for managing daily operations, reconciliation of securities...


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

    Main responsibilities:Relationship building with family office professionals, ultra-high net worth individuals, and intermediaries Act as the primary point of contact for all managed clients ...


  • Hong Kong, Central and Western District, Hong Kong SAR China Projob21 Ltd. Full time

    Finance & Operations Associate Manager, Global Family Office/Alternative Investment Global Family Office/Alternative Investment Management Multi-Asset classes of investment & Private Equity Integrated finance, middle office and operation control Our Client Representing the investment arm of a global family office to search for a Finance & Operations...


  • Hong Kong, Central and Western District, Hong Kong SAR China Moody's Investors Service Full time

    Moodys Investors Service seeks a highly experienced Senior Regulatory Advisor to lead our APAC Compliance efforts. The ideal candidate will have more than 20 years of experience in one of the following fields:Compliance professional with a demonstrated record of excellenceLicensed attorney or foreign attorney practicing in an APAC jurisdictionSenior risk...


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

    Job Description 1. Developing and maintaining business relationship with high-net-worth individuals, their families, family offices and corporates. 2. Deeply understanding customers' needs, providing customers with professional asset allocation suggestions, continuously providing excellent post investment services and establishing long-term service...