High Net Worth Portfolio Manager

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China TalentQuest HR Limited Full time
TalentQuest HR Limited: Private Banking Opportunity

Estimated Annual Salary: $120,000 - $180,000

About the Role:

We are seeking a skilled Private Banking professional to join our team as a High Net Worth Portfolio Manager. In this role, you will be responsible for assisting Relationship Managers in customer onboarding, product introduction, credit approval, and due diligence.

Key Responsibilities:
  • Support Relationship Managers in client interactions, ensuring seamless onboarding and account management processes.
  • Cover a range of banking and investment transactions, including equities, fixed income, FX, OTC derivative products, mutual funds, and alternative investments.
  • Monitor client instructions, fund payments, and loan disbursements, providing timely and accurate updates.
Requirements:
  • A degree holder or above in any discipline.
  • 8+ years of relevant working experience in Private Banking.
  • Strong knowledge of private banking products and services, operational procedures, and systems.
  • Excellent communication and interpersonal skills.


  • Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full time

    Ateca Consulting is a leading consulting firm that specializes in high net worth client management. We are seeking an experienced Private Banker to join our team.About the RoleWe are looking for a seasoned professional with extensive experience in managing large portfolios and high net worth client relationships. As a Private Banker, you will be responsible...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank of China Full time

    About the RoleWe are seeking a skilled High Net Worth Portfolio Manager to join our team at Bank of China Asset Management Ltd. In this role, you will be responsible for managing a portfolio of investments on behalf of high net worth individuals and families.Key Responsibilities:Portfolio Management: Conduct thorough due diligence on potential investment...


  • Hong Kong, Central and Western District, Hong Kong SAR China LCA Solutions Limited Full time

    Family Office Portfolio Management OpportunityWe are a leading Multi Family Office Boutique, established in 2010 by seasoned veterans of the Private Banking Industry. Our mission is to provide comprehensive wealth management services to high net worth families.As a seasoned Wealth Manager / Private Banker with a proven track record of success, you will have...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank of China Full time

    Job SummaryWe are seeking an experienced High Net Worth Banking Manager to join our team at Bank of China.Key ResponsibilitiesDevelop and execute a business plan to acquire new clients, build relationships, and expand existing portfolios.Manage a portfolio of high net worth individuals, providing solutions and advice to achieve business growth and client...


  • Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full time

    Established by Ateca Consulting, this opportunity is ideal for experienced Private Bankers seeking a new challenge in Hong Kong. About the RoleWe are looking for an exceptional individual with a proven track record in managing high-net-worth individual investor relationships.Key ResponsibilitiesManage a portfolio of high-net-worth clients with a minimum of...


  • Hong Kong, Central and Western District, Hong Kong SAR China Selby Jennings Full time

    Wealth Planning RoleSelby Jennings is seeking a seasoned High Net Worth Wealth Strategist to join their team in Asia. Job OverviewThe successful candidate will be responsible for providing high-quality wealth planning services to HNWIs in North Asia, identifying wealth management needs and legacy planning solutions including trusts, tax, and insurance.Key...


  • Hong Kong, Central and Western District, Hong Kong SAR China Be Myjob Company Limited Full time

    Job DescriptionWe are seeking an experienced High Net Worth Client Relationship Manager to join our team at Be Myjob Company Limited.Company OverviewBe Myjob Company Limited is a leading financial institution dedicated to providing exceptional wealth management services to high net worth individuals.SalaryThe salary for this position is estimated to be...


  • Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full time

    Ateca Consulting, a leading consulting firm, is seeking an experienced Desk Head to lead their Private Banking team in Hong Kong. This role offers a unique opportunity to drive growth and expansion in the region.As a seasoned professional with a proven track record in private banking, you will be responsible for overseeing AUMs exceeding $500 million USD and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    Job DescriptionWe are seeking an experienced Private Wealth Management Manager to join our team at Unicorn Advisor (HK) Limited. As a key member of our fintech and retail department, you will be responsible for building and maintaining strong relationships with high net worth clients.The successful candidate will have a minimum of 3 years of relevant...


  • Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    Job OverviewCiti, a leading global financial institution, is seeking a seasoned professional to join its team as an Investment Counselor. This role requires expertise in providing personalized investment advice and solutions to ultra-high net worth clients.About CitiCiti has been serving millions of people across hundreds of cities and countries for over 200...


  • Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full time

    Job SummaryFutu Securities International (Hong Kong) Limited is seeking a skilled PWM Investment Strategist to join our team.About the RoleThis is a key position responsible for conducting in-depth market analysis and providing regular investment strategies to high net worth clients. The successful candidate will work closely with our macro expert and equity...


  • Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

    About Dah Sing Financial GroupThe Dah Sing Financial Group is a leading financial services group in Hong Kong, offering banking and insurance services through its extensive network of branches in Hong Kong, Macau, and Mainland China.Our core values are centered around caring, teamwork, and progressiveness. We recognize the uniqueness of each individual and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

    About Dah Sing GroupThe Dah Sing Financial Group is a leading financial services group in Hong Kong, offering banking, insurance, and other related services through its extensive network of over 70 branches in Hong Kong, Macau, and Mainland China.We foster an environment where our employees feel valued, empowered, and encouraged to grow. Our culture revolves...


  • Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    Company OverviewCiti, a global leader in financial services, offers unparalleled opportunities for career growth and professional development. With over 200 years of experience, we provide a broad range of financial services and products to clients across the globe.About This RoleWe are seeking a high-caliber High Net Worth Relationship Manager to join our...


  • Hong Kong, Central and Western District, Hong Kong SAR China Talent 24 Recruitment Full time

    Job OverviewAs a leading provider of exclusive lifestyle services, Talent 24 Recruitment is seeking an experienced High Net Worth Lifestyle Expert to join our prestigious team.Key ResponsibilitiesProvide bespoke lifestyle and travel management services to high-net-worth individuals worldwide.Plan and arrange complex luxury itineraries, including five-star...


  • Hong Kong, Central and Western District, Hong Kong SAR China Gopher Asset Management 歌斐資產 Full time

    At Gopher Asset Management 歌斐資產, we are seeking an experienced High Net Worth Client Relationship Manager to join our team. This is a challenging and rewarding role that requires strong relationship-building skills, a deep understanding of financial investment products, and the ability to provide tailored advice to high-net-worth clients in Hong...


  • Hong Kong, Central and Western District, Hong Kong SAR China HARBRIDGE PARTNERS Full time

    Job DescriptionWe are seeking a seasoned professional to lead our Private Banking and High Net Worth (PHNW) segment. As a High Net Worth Financial Manager, you will be responsible for delivering premium service to our private banking clients and their families.The ideal candidate will have at least 10 years of experience in Private Banking and PHNW, with...


  • Hong Kong, Central and Western District, Hong Kong SAR China CICC Full time

    Job Title: Senior Wealth Management Director for High Net Worth ClientsWe are seeking a highly skilled and experienced Wealth Management Director to join our team at CICC. This role will be responsible for managing a portfolio of high net worth clients, providing personalized wealth management services, and driving business growth through strategic...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    About Hang Seng BankHang Seng Bank Limited is a leading financial institution in Hong Kong and Asia, committed to service excellence. We aim to attract high-calibre talent by offering a dynamic working environment, good career development opportunities, and competitive compensation packages.Salary: HKD 1,200,000 - HKD 1,800,000 per annumThis salary range...


  • Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full time

    Exciting Opportunity in Private Banking– Hong KongA prestigious Swiss private bank is seeking a Senior Relationship Manager for their Hong Kong office.This is a unique chance to join a forward-thinking institution that recognizes and rewards success.Previous hires have seen a 20% to 40% increase in their total compensation, making this an attractive...