High-Net-Worth Case Management Specialist

About HSBC Global Private BankingWe help high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts provides tailored solutions to access investment opportunities around the world, plan for the future with wealth and succession planning, manage portfolios, and find the right...

Company OverviewHang Seng Bank Limited is a leading bank in Hong Kong, committed to service excellence and dedicated to providing best-in-class products and services to its customers.Job DescriptionWe are currently seeking a high caliber professional to join our team as Customer Relationship Manager. As a key member of our Retail Distribution team, you will...

Our Private Swiss Bank is seeking experienced professionals to join our team in key locations around the world.Job RequirementsA minimum of 5 years' experience in private banking, with a proven track record in managing high net worth individuals.At least 4-5 years in a senior role, with current AUM exceeding $250M net exclusively from HNW and UHNW clients.We...

About HARBRIDGE PARTNERSHARBRIDGE PARTNERS is a leading player in the investment, life and wealth products industry, offering personalized relationship management and financial solutions to high-net-worth clients.

About Dah Sing GroupThe Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, and financial services through its growing network of over 70 branches in Hong Kong, Macau, and Mainland China. We prioritize caring, teamwork, and progressiveness in our culture.Job OverviewWe are seeking an experienced Business Development...

Job Description:We are currently seeking experienced Senior Private Bankers, or Senior Relationship Managers to join a prestigious Private Swiss Bank. This exciting opportunity is available for their offices in various global locations.About the Role:Minimum 5 years of experience in Private Banking, managing High Net Worth Individuals (HNI).4-5 years of...

Lighthouse Paramount Limited is a premier luxury advisory firm specializing in blue-chip art, high-value secondary market artworks, and exclusive real estate opportunities.We are seeking a High-Net-Worth Sales Executive to join our team and leverage their established network of high-net-worth individuals to close high-value deals.Responsibilities...

Company OverviewDBS Bank (Hong Kong) Limited is a leading financial institution in the region, providing comprehensive banking and wealth management services to its clients. Job SummaryWe are seeking an experienced Private Banking Relationship Manager to join our team. The successful candidate will be responsible for providing high-quality wealth management...

**Job Description:**We are seeking experienced professionals to join our team as Private Bankers, Senior Private Bankers, and Senior Relationship Managers. As part of our esteemed Private Swiss Bank, you will be based in our offices across Singapore, Hong Kong, Dubai, Bahrain, London, Zurich, and Geneva.About the Role:You will have a minimum of 5 years of...

Insurance Planning ConsultantAt HR Plus, we're dedicated to providing innovative solutions for wealth management and insurance planning. Our client is a global leader in financial technology.Key Responsibilities:Conduct thorough client interviews and financial analyses to identify the needs of high-net-worth clients in areas such as protection, wealth...

Ateca Consulting is a premier 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.Key ResponsibilitiesManage a portfolio of...

About Dah Sing Financial GroupThe Dah Sing Financial Group is a leading financial services provider in Hong Kong, offering banking, insurance, and other related services through its extensive network of over 70 branches across the region. Our values are built around caring, teamwork, and progressiveness. We recognize that each individual has unique talents...

**Job Overview**We are seeking an experienced Case Manager to join our team at Job-Hunter. As a Case Manager, you will be responsible for providing operation support on the application of universal life and high-net-worth products.

About the RoleAs an Operation Officer – Life Insurance Case Management, you will provide operation support on the application of universal life and high-net-worth products.You will assist in client onboarding processing to ensure due-diligence requirements are met.Maintaining effective communication with Relationship Managers of banks and internal parties...

Key ResponsibilitiesDevelop and manage a portfolio of high-net-worth clients, providing them with tailored financial solutions.Offer strategic investment and insurance planning to help clients achieve their financial goals.Lead and mentor junior associates, sharing industry insights and best practices.Drive business growth by expanding client networks and...

Job DescriptionFutu Securities International (Hong Kong) Limited seeks a highly skilled Business Development Manager to join our team. As an Assistant Relationship Manager, you will play a crucial role in managing key partner relationships to achieve business targets.ResponsibilitiesSupport the Relationship Manager in developing and implementing strategies...

Business Analyst Role at CTF LifeJob Description:This role is responsible for delivering business objectives for the High-Net-Worth (HNW) client segment. The ideal candidate will have 8 years of experience as a Business Analyst and 5 years of experience in insurance projects, including New Business and Policy Administration.Responsibilities:Collaborate with...

About CitiCiti is a leading global bank with a rich history spanning over 200 years. Our unparalleled global network enables us to connect millions of people across hundreds of cities and countries every day. We provide a broad range of financial services and products to our clients, including consumers, corporations, governments, and institutions, helping...

HSBC Global Private Banking seeks a skilled Client Advisor to manage high net worth relationships and provide bespoke financial solutions. As a key member of our team, you will play a critical role in driving revenue growth, expanding portfolios, and maintaining strict compliance with internal control standards. This is an exceptional opportunity to leverage...

At Unicorn Advisor (HK) Limited, we are seeking an exceptional International Tax Advisor to join our team.About the RoleThis is a challenging and rewarding opportunity for a seasoned tax professional to leverage their expertise in international taxation to deliver value-added services to high net worth individuals. The ideal candidate will possess a deep...