High Net Worth Financial Manager

1 day ago


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

We 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 proven leadership skills. You will manage the assets of our private banking clients and their families, coach and support your team in providing exceptional service, and develop and implement customized private banking products and services.

Key Responsibilities:

  • Deliver premium service to private banking/PHNW clients and their families
  • Manage the assets of private banking/PHNW clients and their families
  • Coach and support your team in providing premium service
  • Develop and implement customized private banking products and services
  • Build and maintain strong relationships with business partners

Requirements:

  • Have a degree or higher in Finance, Business, or related fields
  • At least 10 years of experience in Private Banking and PHNW, with proven leadership skills
  • Demonstrate excellent communication and interpersonal skills
  • Able to work effectively in a team environment

Salary: The estimated annual salary for this position is around $250,000, depending on experience and qualifications.



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

    About Dah Sing Financial GroupEstablished in Hong Kong, Dah Sing Financial Group is a leading financial services provider offering banking, insurance, and investment services through its extensive network of over 70 branches. The company prioritizes a culture that values caring, teamwork, and progressiveness. Our goal is to foster an environment where...


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

    About CitiCiti is a leading global financial services institution with a rich history spanning over 200 years. With a presence in hundreds of cities and countries, we connect millions of people every day through our unparalleled global network.Our VisionWe provide a broad range of financial services and products to help our clients meet their biggest...


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

    Job Summary:As a High-Net-Worth Individual Sales Specialist at Gopher Asset Management 歌斐資產, you will be responsible for developing and maintaining strong relationships with high-net-worth clients in Hong Kong, Singapore, and other regions. You will provide professional asset management advice and solutions tailored to the needs of high-net-worth...


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

    High Net Worth Underwriting OpportunityA leading multinational life insurer in Hong Kong is seeking a seasoned High Net Worth Underwriter to join their Global High Net Worth Underwriting team. As a key member of the team, you will have the opportunity to work with prestigious clients, leveraging innovative solutions to meet their unique needs while advancing...


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

    Company OverviewDBS Bank is a leading financial institution in Asia, offering a wide range of banking and investment services to individuals and businesses. Our Private Banking division provides personalized wealth management solutions to high net worth individuals, catering to their diverse financial needs and goals.About the RoleWe are seeking a skilled...


  • Hong Kong, Central and Western District, Hong Kong SAR China China CITIC Bank International Limited Full time

    **About Us**China CITIC Bank International Limited is a leading financial institution in Hong Kong, providing a wide range of banking and wealth management services to high net worth individuals.


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

    Job Title: High Net Worth Underwriting SpecialistJob Summary:We are seeking a highly skilled High Net Worth Underwriting Specialist to join our team at Sun Life. As a key member of our underwriting team, you will be responsible for assessing and managing risk for high net worth clients.Key Responsibilities:Perform underwriting risk assessments within...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    At Bank Of China (Hong Kong) Limited, we are seeking an exceptional High Net Worth Client Relationship Manager to join our Private Banking team.About the RoleWe offer a highly competitive salary of HKD 600,000 per annum, commensurate with experience, and a comprehensive benefits package.Key ResponsibilitiesDevelop and execute business plans to acquire new...


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

    Job SummaryA seasoned High Net Worth Underwriter is sought after by ConnectedGroup Limited to join their Global High Net Worth Underwriting team. This role offers a dynamic and supportive environment where you can leverage innovative solutions to meet the unique needs of prestigious clients while advancing your career.Your Key Responsibilities:Manage...


  • Hong Kong, Central and Western District, Hong Kong SAR China China CITIC Bank International Limited Full time

    About the RoleWe are seeking a Senior Business Development Manager to join our team at China CITIC Bank International Limited. As a key member of our sales team, you will be responsible for developing and maintaining relationships with high net worth individuals in Hong Kong and mainland China.Key ResponsibilitiesDevelop and maintain client relationships in...


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

    Wealth Management at Goldman SachsAt Goldman Sachs, we help our clients achieve their financial goals through our wealth management services. Our Private Wealth Management team specializes in creating comprehensive wealth plans for high net worth individuals and families.Key ResponsibilitiesAs a Private Wealth Advisor, you will work closely with clients to...


  • Hong Kong, Central and Western District, Hong Kong SAR China Global Executive Consultants Ltd. Full time

    About Global Executive Consultants Ltd.We are a professional services firm that provides expert advice to high net worth individuals and families.


  • Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time

    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...


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

    Job OverviewWe are seeking a highly skilled and experienced Investment Counselor to join our team in Hong Kong. As an Investment Counselor, you will be responsible for providing exceptional investment advice and solutions to ultra-high net worth clients.


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

    OverviewHang Seng Bank Limited is a leading financial institution in Hong Kong, committed to service excellence and customer satisfaction.SalaryThe estimated salary for this position is around HKD 80,000 - 120,000 per month, depending on experience.Job DescriptionAs a Prestige Private Relationship Manager at Hang Seng Bank, you will be responsible for...


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

    A High-Performing Team MemberHang Seng Bank is committed to excellence and seeks a high-caliber professional to join our Retail Distribution department as a Director Signature/Associate Director Signature.Key ResponsibilitiesProvide bespoke financial planning services to high-net-worth customers.Deliver all-rounded wealth management services to build and...


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

    DBS Bank OpportunityDBS Bank offers a unique opportunity for a seasoned investment professional to join our elite team of private banking specialists. With a strong focus on delivering personalized wealth management solutions to high net worth clients, we are seeking a skilled investment strategist to join our ranks.Key HighlightsEstimated salary: $150,000 -...


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

    Overview of Hang Seng BankHang Seng Bank is committed to delivering exceptional service and continually enhancing its performance for customers.Job SummaryWe seek a highly skilled professional to join our team as an Executive Customer Relationship Manager.Main ResponsibilitiesProvide comprehensive financial planning services to high-net-worth customers,...


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

    Role OverviewWe are seeking a highly skilled and experienced Senior Banker to join our Private Banking team at Be Myjob Company Limited. As a Senior Banker, you will be responsible for providing exceptional wealth management solutions and advice to high net worth individuals.Key ResponsibilitiesDevelop and implement comprehensive wealth management strategies...


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

    Career Opportunity in Private BankingHang Seng Bank Limited is committed to delivering exceptional service quality. Our people are our most valuable asset and play a vital role in enhancing our performance for customers and providing best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good...