Wealth Management Expert UHNW

2 weeks ago


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

At IPS Group, we are seeking a highly skilled Wealth Management Expert to join our team. This is an exceptional opportunity to work with Ultra High-Net-Worth individuals and families, providing tailored wealth management services that align with their financial and legacy goals.

The ideal candidate will have a proven track record of managing complex client relationships and developing customized financial plans that include investment strategies, risk management, and estate planning.

  • Cultivating Strong Relationships: The successful candidate will cultivate strong relationships with UHNW individuals and families, providing them with exceptional service and support.
  • Philanthropic Advisory: Our ideal candidate will work closely with clients on charitable giving strategies, including establishing foundations, endowments, and donor-advised funds.
  • Financial Planning: The Wealth Management Expert will provide customized financial plans that meet the unique needs and objectives of each client.
  • Investment Solutions: Collaborating with our investment team to offer curated investment opportunities that align with the financial objectives of your clients.
  • Client Porting: Bringing over an existing client portfolio and seamlessly integrating them into our firm's services and offerings.

Key Responsibilities:

  • Manage and expand a portfolio of UHNW clients, focusing on long-term relationships.
  • Develop customized philanthropic strategies that reflect clients' values and ambitions.
  • Create comprehensive financial plans that include investment strategies, risk management, and estate planning.
  • Facilitate the transfer of an existing book of business to the firm, ensuring a smooth transition for clients.
  • Maintain deep knowledge of financial markets, tax regulations, and relevant legal matters.


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