UHNW Client Portfolio Manager
7 days ago
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.
-
Wealth Management Expert UHNW
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China IPS Group Full timeAt 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...
-
High-Net-Worth Portfolio Manager
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full timeA prestigious global private bank is looking for an Executive Director to join their Hong Kong office. This is an exceptional opportunity to work with a forward-thinking institution that values leadership and success.The successful candidate will be responsible for building and leading a team of experienced private bankers, driving business growth, and...
-
Senior Relationship Manager
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Ping An of China Securities (Hong Kong) Company Limited 中國平安証券(香港)有限公司 Full timeProvide the full suite of wealth management and banking services to high net-worth individual clients Strong desire of self-improvement and learn from experiences Good communication, interpersonal, analytical and relationship management skills Monitor clients' portfolios on a regular basis to identify additional business opportunities and revenue growth...
-
Private Wealth Manager
5 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full timeWe are currently hiring experienced Private Bankers, Senior Private Bankers, and Senior Relationship Managers to join a prestigious Swiss bank.The ideal candidates will have a minimum of 5 years of Private Banking experience managing High Net-Worth Individuals (HNWIs).Responsibilities:Manage a portfolio of ultra-high-net-worth individuals.Bilateral with...
-
High Net Worth Banking Specialist
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full timeWe are currently seeking experienced Private Bankers, Senior Private Bankers, and Senior Relationship Managers to join a prestigious Swiss bank in Singapore, Hong Kong, Dubai, Bahrain, London, Zurich, and Geneva.Job Description:Manage a portfolio of ultra-high-net-worth individuals with assets exceeding $250M net, exclusively from HNW and UHNW...
-
Mixed Portfolio Manager
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Jones Lang LaSalle Incorporated Full timeAbout This Role:This role involves the management of a diverse portfolio comprising residential, commercial, and industrial properties. Key responsibilities include overseeing a mixed asset base and managing relationships with major clients such as Hanison and Billion Group.Work Environment: The role is based on-site in Hong Kong, providing an opportunity to...
-
Senior Portfolio Manager
2 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeResponsibilities Manage and implement investment decisions for individual accounts, ensuring alignment with client objectives and guidelines. Conduct daily monitoring of fixed income and cash positions across accounts, maintaining optimal portfolio performance. Oversee the investment of new accounts, review and apply client guidelines, address...
-
Manager, WEM Portfolio Management
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeSome careers have more impact than others. If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Wealth and Personal...
-
Hong Kong, Central and Western District, Hong Kong SAR China KPMG Full timeJob DescriptionWe are seeking a skilled Business Development Professional to join our KPMG Private Enterprise team. As a key member of our team, you will be responsible for driving the strategic growth plan of our business and supporting the PE leaders in the execution of our go-to-market initiatives.About the RoleYou will act as a bridge across different...
-
Senior Private Banker Position
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full timeDirector - Financial Services at Ateca ConsultingPursue a challenging and rewarding career as a Senior Private Banker, working closely with high-net-worth individuals and ultra-high-net-worth clients to develop personalized wealth management strategies.You will be responsible for building and maintaining relationships, providing expert advice on investment...
-
Strategic Investment Portfolio Manager
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeJob Description:Company OverviewBank of China (Hong Kong) Limited is a leading financial institution in Hong Kong, providing a wide range of banking services to individuals and corporations.Job SummaryWe are seeking an experienced Strategic Investment Portfolio Manager to join our team. The successful candidate will be responsible for providing comprehensive...
-
Private Client Sales Advisor
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Lighthouse Paramount Limited Full time3 days ago Be among the first 25 applicantsLocation: Remote / Hybrid – Hong Kong, Japan, GlobalDepartment: Sales | Business Development | High-Net-Worth Client RelationsWho We AreLHP is a premier luxury advisory firm specializing in blue-chip art, high-value secondary market artworks, and exclusive real estate opportunities. Our expertise spans art...
-
Private Banking Director Opportunity
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full timeAteca Consulting is seeking an Executive Director to lead a team of experienced private bankers in their Hong Kong office. This is an opportunity for a forward-thinking individual to join a prestigious global private bank and drive success.This role offers a chance to build on your existing skills and experience, leading a team of 4–5 experienced private...
-
Portfolio Manager
2 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank of China Full timeAbout the JobWe are seeking a highly motivated and experienced Commercial Banking Specialist to join our team. As a key member of our team, you will be responsible for serving a designated portfolio of accounts in the Commercial Banking business segment.Job Summary:Develop the portfolio by prospecting new clients and offering suitable corporate banking...
-
Portfolio Manager
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Cornerstone Global Partners Full timeResponsibilitiesPerform daily ETF portfolio management tasks; Coordinate with market makers on spread management strategies; Evaluate new markets to support product launches around portfolio management issues; Develop ETF products compliant with cross-border regulatory framework; Collaborate and coordinate efforts with sales, marketing, compliance and...
-
Wealth Management Portfolio Expert
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeAbout Wealth and Personal Banking at HSBCOur Wealth and Personal Banking division is dedicated to providing our customers with innovative and comprehensive wealth management solutions. Our mission is to help our customers achieve their financial goals by delivering tailored advice and expert guidance.The ideal candidate will be responsible for conducting...
-
Fixed Income Portfolio Manager
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China China Re Asset Management (Hong Kong) Company Limited Full timeAs a leading asset manager in Asia, China Re Asset Management (Hong Kong) Company Limited is dedicated to providing investment solutions that meet the evolving needs of our clients. Our Fixed-income Investment Department plays a critical role in helping us achieve this goal.About the RoleWe are seeking a talented Fixed Income Portfolio Manager to join our...
-
Senior Philanthropic Advisor
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China IPS Group Full timeAs a Senior Philanthropic Advisor, you will play a key role in helping our UHNW clients achieve their charitable goals. This involves working closely with clients to develop customized philanthropic strategies that reflect their values and ambitions.The ideal candidate will have a strong understanding of charitable giving strategies, including establishing...
-
Portfolio Manager
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Macrowaters Asia Fund Management Limited Full timeJob DescriptionWe are seeking a highly skilled Investment Manager to join our team. The successful candidate will be responsible for managing client portfolios, developing investment strategies, and collaborating with our research team to identify new market opportunities. This role requires strong analytical skills, excellent communication abilities, and a...
-
Loan Portfolio Manager
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Chiyu Banking Corporation Limited Full time**About Us:**Chiyu Banking Corporation Limited is a dynamic financial institution that values innovation, teamwork, and customer satisfaction.**Job Title:** Credit Risk Manager**Key Responsibilities:**Manage credit operations to ensure efficient and effective decision-making.Lead team in managing classified loans portfolio, analyzing data and identifying...