Private Wealth Strategist

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 Description JS Wealth serves High Net Worth Individuals and family trusts and estates. Its mission is to be the best multi-family office in Asia, providing outcomes-based planning and bespoke solutions with simplicity and transparency. Partnered with iFAST Global Markets, JS Wealth utilizes its fintech wealth management platform to access a broad...

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'...

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...

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...

About the CompanyJS Wealth is a pioneering multi-family office in Asia, committed to providing innovative wealth management solutions for High Net Worth Individuals and family trusts.Job SummaryWe are seeking an experienced Private Client Relationship Manager to join our team in Hong Kong SAR, who can provide exceptional client experiences through...

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...

Job DescriptionThe role of Expert Wealth Strategist at Unicorn Advisor (HK) Limited is to provide comprehensive wealth management advice to high net worth individuals and families. As a key member of our team, you will be responsible for developing and implementing tailored investment strategies to meet the unique needs and goals of our clients.

Company OverviewJS Wealth is a leading multi-family office in Asia, dedicated to providing personalized wealth management solutions for High Net Worth Individuals and family trusts. Our mission is to deliver tailored outcomes-based planning and bespoke investment advice with transparency and simplicity.Job DescriptionWe are seeking a full-time Private Client...

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...

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,...

About This Role:Fosun Wealth Holdings is seeking an experienced Product Strategist to lead the development and execution of our asset management department's product strategy.Key Responsibilities:Product Development: Develop and execute a comprehensive product strategy that encompasses notes, structure notes, equity products, fixed income, and alternatives....

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 OverviewRiver Delta Wealth Management is a family office and asset management platform dedicated to safeguarding clients' long-term financial futures. Our comprehensive range of services includes asset and investment management, succession planning strategies, and wealth structuring, all integrated into a seamless family office and asset management...

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,...

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...