Financial Portfolio Advisor for High Net Worth Individuals
2 weeks ago
Citi, a global leader in financial services, is seeking a skilled Financial Portfolio Advisor to join our team. With over 200 years of experience, we provide a broad range of financial services and products to clients worldwide.
Job DescriptionThe successful candidate will be responsible for providing expert advice on portfolio issues, meeting with clients regularly, and recommending tailored investment portfolios. Additionally, they will monitor and oversee portfolio quality, analyze performance, and provide training to internal staff on portfolio-related matters.
Required Skills and Qualifications- University graduate in Finance or related field, preferably CFA holder
- Five years of experience in relationship management, portfolio counseling, or similar roles
- Strong communication and interpersonal skills
- Excellent analytical and problem-solving skills
- Good knowledge of investment products and portfolio-optimizing software
- Fluency in English, Cantonese, and Mandarin
The estimated annual salary for this role is $120,000 - $180,000, depending on qualifications and experience. We offer a comprehensive benefits package, including health insurance, retirement plans, and opportunities for professional growth and development.
Why Work at Citi?Citi is a global organization with a diverse workforce of over 230,000 people. We strive to create an inclusive environment that values diversity, equity, and inclusion. Our employees enjoy access to career development programs, wellness initiatives, and community engagement opportunities.
-
High Net Worth Portfolio Manager
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full timeAteca Consulting is a leading consulting firm that specializes in high net worth client management. We are seeking an experienced Private Banker to join our team.About the RoleWe are looking for a seasoned professional with extensive experience in managing large portfolios and high net worth client relationships. As a Private Banker, you will be responsible...
-
High-Net-Worth Individual Sales Specialist
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China Gopher Asset Management 歌斐資產 Full timeJob Summary:As a High-Net-Worth Individual Sales Specialist at Gopher Asset Management 歌斐資產, you will be responsible for developing and maintaining strong relationships with high-net-worth clients in Hong Kong, Singapore, and other regions. You will provide professional asset management advice and solutions tailored to the needs of high-net-worth...
-
High Net Worth Portfolio Manager
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeAt HSBC Private Bank, we are seeking a highly skilled Senior Relationship Manager to join our team. This is a challenging and rewarding role that offers the opportunity to develop and manage high-net-worth individual client portfolios.
-
High Net Worth Client Portfolio Manager
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeJob SummaryWe are seeking a highly experienced and skilled individual to join our team as a High Net Worth Client Portfolio Manager. This role will involve managing relationships with our most valued clients, providing financial advice, and developing strategies to help them achieve their wealth creation goals.About UsHSBC is a global banking and financial...
-
High Net Worth Relationship Manager
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full timeAbout Dah Sing Financial GroupEstablished in Hong Kong, Dah Sing Financial Group is a leading financial services provider offering banking, insurance, and investment services through its extensive network of over 70 branches. The company prioritizes a culture that values caring, teamwork, and progressiveness. Our goal is to foster an environment where...
-
Wealth Manager for Ultra High Net Worth Clients
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full timeJob Overview:We are seeking an experienced Wealth Manager to join our team in Hong Kong and cover the Greater China market.The successful candidate will be responsible for acquiring and servicing ultra high net worth clients, providing comprehensive investment and wealth planning solutions tailored to their individual needs.This includes collaborating with...
-
Hong Kong, Central and Western District, Hong Kong SAR China Click and Connect Online Limited Full timeAs a Financial Planner, you will play a pivotal role in shaping the financial futures of high net worth individuals in Hong Kong.We are seeking an experienced and certified professional to join our team at Click and Connect Online Limited. With a focus on providing expert financial guidance, you will help clients achieve their financial aspirations and...
-
High Net Worth Client Relationship Manager
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full timeAbout Dah Sing Financial GroupThe Dah Sing Financial Group is a leading financial services group in Hong Kong, offering banking and insurance services through its extensive network of branches in Hong Kong, Macau, and Mainland China.Our core values are centered around caring, teamwork, and progressiveness. We recognize the uniqueness of each individual and...
-
Hong Kong, Central and Western District, Hong Kong SAR China DARMAX GLOBAL Full timeAt DARMAX GLOBAL, we are seeking a seasoned Business Development Director to spearhead our wealth management initiatives focused on high-net-worth individuals.About the RoleThis strategic position demands a proven track record of building and maintaining strong relationships with affluent clients, ensuring exceptional service delivery and client...
-
Hong Kong, Central and Western District, Hong Kong SAR China China CITIC Bank International Limited Full timeAbout the RoleWe are seeking a Senior Business Development Manager to join our team at China CITIC Bank International Limited. As a key member of our sales team, you will be responsible for developing and maintaining relationships with high net worth individuals in Hong Kong and mainland China.Key ResponsibilitiesDevelop and maintain client relationships in...
-
High Net Worth Banking Manager
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank of China Full timeJob SummaryWe are seeking an experienced High Net Worth Banking Manager to join our team at Bank of China.Key ResponsibilitiesDevelop and execute a business plan to acquire new clients, build relationships, and expand existing portfolios.Manage a portfolio of high net worth individuals, providing solutions and advice to achieve business growth and client...
-
Hong Kong, Central and Western District, Hong Kong SAR China King Deux Search & Consulting Full timeAbout King DeuxWe are partnering with a top multi-family office in Asia, which has established a stable presence over the past 7 years. This esteemed organization is well-structured, governed, and renowned globally for its sound reputation.About Your RoleConduct comprehensive analysis of clients' financial objectives, risk profiles, and investment horizons...
-
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeCompany OverviewDBS Bank (Hong Kong) Limited is a leading financial institution in the region, providing comprehensive banking and wealth management services to its clients. Job SummaryWe are seeking an experienced Private Banking Relationship Manager to join our team. The successful candidate will be responsible for providing high-quality wealth management...
-
High Net Worth Relationship Manager
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full timeEstablished by Ateca Consulting, this opportunity is ideal for experienced Private Bankers seeking a new challenge in Hong Kong. About the RoleWe are looking for an exceptional individual with a proven track record in managing high-net-worth individual investor relationships.Key ResponsibilitiesManage a portfolio of high-net-worth clients with a minimum of...
-
High Net Worth Client Relationship Manager
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Be Myjob Company Limited Full timeJob DescriptionWe are seeking an experienced High Net Worth Client Relationship Manager to join our team at Be Myjob Company Limited.Company OverviewBe Myjob Company Limited is a leading financial institution dedicated to providing exceptional wealth management services to high net worth individuals.SalaryThe salary for this position is estimated to be...
-
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeDelivering on PromisesAt HSBC Life, we help our clients achieve their goals by providing a wide range of life insurance products and services. As an Underwriting Manager for High Net Worth and Individual Life Insurance, you will play a critical role in ensuring that our clients receive the best possible protection for their loved ones.Key...
-
High Net Worth Banking Professional
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Be Myjob Company Limited Full timeRole OverviewWe are seeking a highly skilled and experienced Senior Banker to join our Private Banking team at Be Myjob Company Limited. As a Senior Banker, you will be responsible for providing exceptional wealth management solutions and advice to high net worth individuals.Key ResponsibilitiesDevelop and implement comprehensive wealth management strategies...
-
Hong Kong, Central and Western District, Hong Kong SAR China Value Search Asia Full timeOverviewValue Search Asia is a leading wealth management firm that specializes in serving high net worth individuals in Greater China. SalaryThe estimated annual salary for this role is $120,000 - $200,000 USD, depending on experience and qualifications. Job DescriptionWe are seeking an experienced relationship manager to join our team in Greater China. As...
-
Hong Kong, Central and Western District, Hong Kong SAR China China CITIC Bank International Limited Full timeJob DescriptionChina CITIC Bank International Limited is seeking a highly skilled and experienced Business Development Manager to join our team. This role will focus on building and maintaining relationships with high net worth individuals, providing them with exceptional financial services and products.Key Responsibilities:Develop and execute business...
-
High Net Worth Wealth Strategist
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Selby Jennings Full timeWealth Planning RoleSelby Jennings is seeking a seasoned High Net Worth Wealth Strategist to join their team in Asia. Job OverviewThe successful candidate will be responsible for providing high-quality wealth planning services to HNWIs in North Asia, identifying wealth management needs and legacy planning solutions including trusts, tax, and insurance.Key...