Private Client Advisor

About the RoleWe are seeking a highly skilled and experienced Family Office Specialist to join our Private Banking team. In this role, you will be responsible for working closely with relationship managers, team heads, and market heads to develop client relationships and conversations using the different topics and subject matters which a wealth planner and...

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...

Role DescriptionWe are seeking a Private Wealth Management Advisor to join our team at DL Holdings Group. This is an exciting opportunity for a professional with a strong background in finance and business development to work with high net worth individuals and families.The successful candidate will have a good understanding of financial knowledge and...

With over 40 years of industry experience, Howden Private Wealth is the preferred partner to the world's most respected private banks, family offices, law and tax advisory firms.We have representatives across various locations, providing holistic solutions to our clients. As part of the Howden Group, we can also address other insurance needs globally through...

About the RoleThis is an exciting opportunity to join a dynamic team as a leader in the Private Client business within Ocorian, Hong Kong. As a seasoned professional with experience in private wealth management, you will be responsible for executing the global Private Client strategy at the local level, driving growth and profitability while ensuring...

At Unicorn Advisor (HK) Limited, we are seeking an exceptional International Tax Advisor to join our team.About the RoleThis is a challenging and rewarding opportunity for a seasoned tax professional to leverage their expertise in international taxation to deliver value-added services to high net worth individuals. The ideal candidate will possess a deep...

Get AI-powered advice on this job and more exclusive features.Direct message the job poster from Howden Private Wealth.About UsWith 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...

Company OverviewHowden Private Wealth is a leading wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms.We specialize in procuring insurance products for UHNW individuals globally.Job DescriptionThe Director of Client Solutions will oversee and manage the Client Services team to ensure seamless and...

About Our TeamOur team of experienced investment advisors identifies opportunities in various asset classes and employs the best strategies and product vehicles to cater to each client's needs.Key Responsibilities:Find, attract, and win new clientsNurture and retain existing clients and entice former clients back into the bankContinuously develop...

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...

Job Description - VP, Treasures Private Client Investment Counsellor (2400008S)Business FunctionDBS' 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...

Company DescriptionFund services | Corporate | Capital markets | Private client | Regulatory & ComplianceWe help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.We're a...

HSBC Global Private Banking seeks a skilled Client Advisor to manage high net worth relationships and provide bespoke financial solutions. As a key member of our team, you will play a critical role in driving revenue growth, expanding portfolios, and maintaining strict compliance with internal control standards. This is an exceptional opportunity to leverage...

We are seeking a highly motivated and experienced Senior Private Client Relationship Builder to join our team. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our private clients and intermediaries, identifying new business opportunities and driving revenue growth.About UsOcorian is a global...

Job Overview:The Premier Client Advisor will be responsible for delivering exceptional service to our VIP banking customers, driving revenue growth through strategic cross-selling, and building strong relationships with clients.Key Responsibilities:Develop and execute proactive business solicitation and relationship-building strategies to satisfy clients'...

Enterprise Client AdvisorWe are seeking an experienced Enterprise Client Advisor to join our team. In this role, you will be responsible for building and maintaining strategic relationships with key clients in the Crypto and iGaming space, ensuring their satisfaction by resolving their technical issues, optimizing their payment solutions, and delivering...

Job Title: AVP/VP, Treasures Private Client Relationship Manager (21000064)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...

Responsibilities You have strong investment knowledge and proven ability to offer sound investment advice to HNW clients on multi-asset class portfolios. You will advise clients on portfolio construction and allocation, ensuring their investment objectives are met, based on their unique investment goals, risk tolerance and bank's risk management framework....

We are seeking an experienced and skilled Strategic Portfolio Advisor to join our team at Futu Securities International (Hong Kong) Limited.About the RoleAs a Strategic Portfolio Advisor, you will play a vital role in building strong relationships with our VIP clients to achieve team AUM and revenue targets. You will work closely with our IA and product...

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...