Private Wealth Advisory Specialist

Job SummaryHowden Private Wealth is seeking an experienced Estate Planning Consultant to join our team. As a key member of our sales team, you will be responsible for developing relationships with referral sources to identify potential prospects for our planning and life insurance products.ResponsibilitiesMeet with clients to present our planning concepts...

Company OverviewHowden Private Wealth is a leading provider of insurance solutions to high-net-worth individuals globally. With over 40 years of experience, we have established ourselves as the preferred wealth planning partner to private banks, family offices, and law firms.We have a global presence with representatives in key locations, including Hong...

At Howden Private Wealth, we specialize in crafting bespoke wealth planning and insurance solutions for high-net-worth individuals globally. Our team of experts has developed a deep understanding of the complexities surrounding UHNW clients' needs, allowing us to deliver tailored advice and guidance.Our extensive network enables us to address clients'...

With a strong presence in key markets worldwide, Howden Private Wealth is renowned for its expertise in wealth planning and insurance solutions. As an independent broker, we have established relationships with the world's most respected private banks, family offices, law firms, and tax advisory groups.We pride ourselves on delivering holistic solutions to...

Role DescriptionAs an Estate Planning Consultant at Howden Private Wealth, you will be responsible for developing relationships with referral sources to identify potential prospects for our planning and life insurance products. You will meet with clients to present our planning concepts and life insurance products, track and follow up on prospective client...

With 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,...

Our team is committed to providing expertise and specialist solutions to meet the complex challenges of our clients. As a Private Wealth Management Lead, you will play a key role in driving growth across our service lines and identifying opportunities beyond your immediate area.You will be responsible for leading and developing a high-performing team,...

Company Overview">We are seeking an experienced Investment Banking Strategist to join our Private Wealth team. The successful candidate will be responsible for providing investment advice to high net worth clients and family offices, as well as developing and executing investment strategies to maximize portfolio performance.">About the Role">">Provide...

Job Description - VP, Specialist, FX Advisory, Private Banking (2500003E) Business Function DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes...

Howden Private Wealth offers unparalleled expertise in wealth planning and insurance solutions for ultra-high net worth (UHNW) individuals globally. Our experienced professionals have developed a deep understanding of the complexities surrounding UHNW clients' needs, enabling us to provide tailored advice and guidance.We take pride in our ability to deliver...

DBS Bank (Hong Kong) Limited offers a dynamic environment that supports your development and recognises your achievements. As a Treasures Private Client Relationship Manager, you will drive TPC business through promoting full-range wealth management products and services to customers.Key Responsibilities Identify customer needs through financial planning and...

We are currently seeking a Wealth Advisory Expert to join our team at AGBA. In this role, you will work closely with clients to understand their financial goals and provide personalized advice. Responsibility and punctuality are key qualities we look for in our team members, as they ensure seamless interactions with our clients.This position offers a chance...

Ateca Consulting is a leading executive search firm specializing in Private Banking & Wealth Management.We are currently seeking experienced Senior Private Bankers or Senior Relationship Managers to join our prestigious client, a Private Swiss Bank. This exciting opportunity is available for their offices worldwide.Job DescriptionThis role involves managing...

Company OverviewCITIC CLSA is a leading financial institution dedicated to providing innovative solutions for high-net-worth individuals and corporate clients. Our mission is to deliver exceptional wealth planning services, fostering long-term relationships built on trust and expertise.Job DescriptionWe are seeking an experienced Senior Wealth Planning...

About DBS Private BankingDBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to...

Are you a skilled and ambitious professional looking for a new challenge? Look no further than Goldman Sachs! We're seeking a talented Private Wealth Management Attorney to join our team in Hong Kong and contribute to the success of our Asset Wealth Management (Private) business.About the Role:This role will involve providing legal support to our clients and...

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...

Our esteemed Private Swiss Bank is seeking experienced professionals to join our team in Singapore, Hong Kong, Dubai, Bahrain, London, Zurich, and Geneva.Key ResponsibilitiesManage a portfolio of high net worth individuals, providing tailored financial solutions and exceptional client service.Develop and maintain strong relationships with clients, leveraging...

Pursue a challenging and rewarding career as a Private Banker with a prestigious global institution. This role offers the chance to work with high-net-worth individuals, provide expert financial advice, and contribute to driving business growth.You will be part of a collaborative team that prioritizes delivering exceptional client experiences and leveraging...

About the RoleCIS Group 順安集團 is seeking an experienced financial professional to join its wealth management team. As an Associate Director, Wealth Management, you will be responsible for developing and managing a portfolio of high-net-worth clients, providing tailored financial solutions to help them achieve their goals.You will also lead and mentor...