Wealth Creation Advisor

About the RoleWe are seeking an experienced Wealth Management - Institutional Wealth Advisor to join our team. As a key member of our organization, you will be responsible for developing and maintaining business relationships with high-net-worth individuals and their families. Your primary focus will be on identifying investment opportunities, providing...

Senior Financial Role – Wealth Investment ServicesJoin our team as a Senior Financial Advisor and take advantage of this exciting opportunity in wealth management.About the Job:Design and execute investment strategies tailored to clients' financial objectives and risk appetites.Establish and maintain robust relationships with clients through regular...

Why Join Us?We are a leading insurance broker, partnering with private banks, family offices, law and tax advisory firms to offer bespoke wealth planning solutions to high net worth individuals globally. With over 40 years of experience, we have developed a reputation for delivering exceptional service and expertise.We prioritize building strong...

Job Description 1. Developing and maintaining business relationship with high-net-worth individuals, their families, family offices and corporates. 2. Deeply understanding customers' needs, providing customers with professional asset allocation suggestions, continuously providing excellent post investment services and establishing long-term service...

Role OverviewWe are seeking a seasoned Business Development Executive to join our team at Unicorn Advisor (HK) Limited. As a Business Development Executive, you will play a pivotal role in driving growth and revenue by identifying, acquiring, and nurturing relationships with ultra high net worth clients.Key ResponsibilitiesIdentify and pursue new business...

Direct message the job poster from Acuma Hong Kong. This position is for our office in Hong Kong, you must be willing to relocate to Hong Kong for this role. Acuma HK is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients' lives and financial wellbeing. We are looking for Financial Advisors who want to join us...

iCapital is a rapidly growing fintech company that is transforming the way advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. Our financial technology platform has enabled the creation of a global alternative investment marketplace. With a strong...

3 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...

Asset & Wealth Management, Client Solutions Group, Third Party Wealth, Associate - Hong Kong Hong Kong, Hong Kong Job Description ASSET & WEALTH MANAGEMENT Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm's primary investment area, we...

DARMAX GLOBAL seeks an experienced Relationship Manager to join our team in wealth management. The successful candidate will have a proven track record of building and maintaining strong relationships with high-net-worth clients, providing strategic financial advice, and delivering comprehensive solutions tailored to their unique needs.Key...

Job SummaryWe are seeking an experienced Wealth Manager to join our team at Unicorn Advisor (HK) Limited. As a key member of our organization, you will be responsible for delivering exceptional client service and driving business growth in the institutional market.Key ResponsibilitiesClient Service Operations: Oversee the delivery of high-quality support and...

 ResponsibilitiesOversee the client service operations, ensuring the delivery of high-quality support and services to institutional clients. Lead the target segment research and onboarding efforts for new clients, overseeing the preparation of pitch books and internal documentation. Provide proactive investment insights and maintain robust communication...

Professional OpportunitiesDirect message the job poster from BOC Group Life Assurance Company Limited.Job FunctionFinance and Sales.Industries.Insurance.Seniority LevelEntry level.Employment TypeFull-time.

- Bring in and hunt new ultra high net worth clients for the bank.  - Take care of the client's investment and wealth planning needs by working together with other teams including investment counsellors, product specialists, credit, trust, etc.  - Cross-sell the bank's universal platform and other products including but not limited to investment...

HSBC Global Private Banking is seeking a talented professional to join our team as a Private Banking Executive in Taiwan. The role involves working closely with high net worth and ultra-high net worth clients to manage, grow, and preserve their wealth for generations to come.This role requires:Maintaining 'Trusted Advisor' relationships at key decision maker...

Delivering exceptional client service is at the heart of everything we do.About This PositionWe are seeking an experienced Wealth Relationship Manager to join our team in Hong Kong SAR. As a Wealth Relationship Manager, you will be responsible for developing and implementing strategies to build and maintain strong client relationships, and identifying...

ResponsibilitiesManaging the administration and service execution of client accounts and investments; Performing due diligence and onboarding of clients and counterparties; Managing client and counterparty databases; Executing trades, monitoring and reconciliation; Adhere to rules and regulations set forth by the Securities and Futures Commission of Hong...

Company OverviewMultimodal Ventures is a pioneering venture studio that empowers the creation and growth of innovative startups. Our focus lies in the Future of Work and Education sectors, as well as emerging technologies like generative AI.Our mission is to transform visionary ideas into successful businesses, leveraging a world-class team of advisors who...

At HSBC, we offer a career that could take you further. Our network of global experts helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come.We are currently seeking a high calibre professional to join our team as a Business Development Manager in Taiwan. This role will maintain and grow...

Role Overview\As an Outreach Insurance Specialist at HSBC, you will play a critical role in helping our customers protect their financial well-being through expert advice on insurance solutions. This is an excellent opportunity to build a career in wealth management and make a meaningful impact on our customers' lives.\Your Key Responsibilities\You will...