Private Wealth Management Advisor

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...

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 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...

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...

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...

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...

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 UsAt JS Wealth, we strive to provide the best possible service to our clients, leveraging our fintech wealth management platform to access a broad range of investment assets.The RoleAs a Private Client Relationship Manager, you will be responsible for delivering exceptional client experiences through consultative financial planning advice, business...

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...

DBS Bank (Hong Kong) Limited offers a dynamic environment that supports your development and recognises your achievements. As a Treasures Private Client Relationship Manager, you will drive TPC business through promoting full-range wealth management products and services to customers.Key Responsibilities Identify customer needs through financial planning and...

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,...

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...

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...

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...

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...

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,...

A prestigious global private bank is seeking an experienced Private Banker to join their Hong Kong office. This opportunity offers a chance to work with a forward-thinking institution that values leadership and success.The successful candidate will have a strong team-building track record, proven success managing large portfolios, and the ability to deliver...