Senior Client Acquisition Specialist for Ultra High Net Worth Individuals

16 hours ago


Hong Kong, Central and Western District, Hong Kong SAR China Value Search Asia Full time

Overview

  • Value Search Asia is a leading wealth management firm that specializes in serving high net worth individuals in Greater China.

 

Salary

  • The estimated annual salary for this role is $120,000 - $200,000 USD, depending on experience and qualifications.

 

Job Description

  • We are seeking an experienced relationship manager to join our team in Greater China. As a senior client acquisition specialist, you will be responsible for proactively managing and developing relationships with potential ultra-high net worth (UHNW) clients in the region.
  • You will work closely with the Asia Head of Wealth Management to build up assets under management (AUM) and generate revenues through offering a variety of financial services.
  • Your key responsibilities will include understanding clients' needs and objectives, managing and monitoring client accounts, and coordinating portfolio solutions based on their risk tolerance and investment preference.

 

Required Skills and Qualifications

  • To be considered for this role, you should have at least 10 years of experience in managing or building up a wide and solid client network in Greater China.
  • Proven track record of success in client acquisition and retention is essential.
  • You should have a good knowledge of financial products and market updates.
  • Excellent communication and interpersonal skills are required, as well as strong verbal and written communication skills in Mandarin and English.

 

Benefits

  • This is an excellent opportunity to join a dynamic and growing firm in the wealth management industry.
  • You will have the chance to work with a talented team of professionals and contribute to the company's continued success.


  • 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 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 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 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 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 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 Citi Full time

    Job DescriptionAt Citi, we connect millions of people across hundreds of cities and countries every day, providing a broad range of financial services and products to our clients. We're currently seeking a skilled professional to join our team as a Lifestyle Relationship Manager in Hong Kong.About the RoleThe Client Service Officer is a developing...


  • 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...


  • 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 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

    Delivering on PromisesAt HSBC Life, we help our clients achieve their goals by providing a wide range of life insurance products and services. As an Underwriting Manager for High Net Worth and Individual Life Insurance, you will play a critical role in ensuring that our clients receive the best possible protection for their loved ones.Key...


  • 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 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 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 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 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 HSBC Full time

    About this roleAs an Underwriting Manager for High Net Worth and Individual Life Business at HSBC, you will play a crucial role in delivering a wide range of life insurance products and services to clients across the Asia-Pacific region.Key responsibilitiesImplement HSBC underwriting policy and principles within the Chief Underwriting Office of HSBC and...


  • 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 CHUBB Full time

    Business Development Manager for High Net Worth ClientsWe are seeking a seasoned Business Development Manager to join our team at Chubb Life. As a key member of our High Net Worth Business Development team, you will be responsible for developing and executing business strategies to drive top-line growth.Develop and maintain relationships with high net worth...