UHNW Client Portfolio Manager

7 days ago


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

We are seeking an experienced UHNW Client Portfolio Manager to join our team at IPS Group. As a key member of our wealth management team, you will be responsible for managing complex client relationships and developing customized financial plans that meet the unique needs and objectives of each client.

The ideal candidate will have a proven track record of managing UHNW client portfolios and delivering exceptional service and support. They will also be able to maintain deep knowledge of financial markets, tax regulations, and relevant legal matters.

  • Portfolio Management: Manage complex client relationships and develop customized financial plans that meet the unique needs and objectives of each client.
  • Financial Planning: Provide customized financial plans that include investment strategies, risk management, and estate planning.
  • Client Service: Deliver exceptional service and support to UHNW clients.
  • Knowledge Management: Maintain deep knowledge of financial markets, tax regulations, and relevant legal matters.

Key Qualifications:

  • Minimum 5+ years of experience in wealth management, financial planning, or private banking with UHNW clients.
  • Proven track record of managing UHNW client portfolios and delivering exceptional service and support.
  • Able to maintain deep knowledge of financial markets, tax regulations, and relevant legal matters.


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