Private Wealth Management Professional

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...

About the Opportunity:We are looking for a seasoned private banker to join our team in Hong Kong and manage high-net-worth clients.The successful candidate will have a proven track record of success in private banking, including leadership experience, AUM expertise, and a focus on delivering exceptional client service.Key Responsibilities:Lead a team of...

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...

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...

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...

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...

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...

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 OverviewWe are partnering with a fast-expanding global financial institution in Hong Kong to seek a dynamic professional with around 5-7 years of experience in the asset management industries (preferably private markets/private assets) with experience in RFP/RFI, DDQs/client onboarding to join their regional sales team in Hong Kong.The ideal candidate...

Company OverviewAt HSBC, we serve 41 million customers globally, including 6.7 million who are international. Our presence in Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office enables us to deliver on our purpose of opening up a world of opportunity by providing our customers with borderless...

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...

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're looking for a highly skilled asset management professional to join our team at Macrowaters Asia Fund Management Limited. As Executive Director, you'll play a key role in shaping the company's investment strategy and managing client relationships.The ideal candidate will have a deep understanding of the asset management industry and a proven ability to...

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...

Pension and Retirement ExpertiseMercer is seeking a Senior Consultant to join our Wealth team in Hong Kong. This role will involve leading projects related to pension and retirement needs of corporate and government clients.About the RoleThe ideal candidate will have 10+ years of experience in the pension advisory industry, including client-facing duties....

River Delta Wealth ManagementWe offer a comprehensive range of services, including asset and investment management, succession planning strategies, and wealth structuring, all integrated into a seamless family office and asset management experience.About Our Team:Our team is comprised of experienced professionals dedicated to providing exceptional service to...

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...