Cultivating High-Net-Worth Relationships

Ateca Consulting is a leading provider of financial services, and we are currently seeking experienced Private Bankers, Senior Private Bankers, and Senior Relationship Managers to join our team.The ideal candidates will have a proven track record in client management, a strong portfolio of ultra-high-net-worth clients, and experience in managing high net...

Ateca Consulting is a global leader in private banking, offering unparalleled opportunities for growth and development.We are currently seeking experienced professionals to fill key roles within our organization.Job Requirements:Minimum 5 years of experience in Private Banking with a strong track record of success.Demonstrated ability to build and manage a...

Ateca Consulting is hiring experienced Private Bankers, Senior Private Bankers, and Senior Relationship Managers to join our team.The successful candidates will be responsible for managing and growing a portfolio of ultra-high-net-worth individuals, with a focus on providing exceptional client service and building long-term relationships.Requirements:Minimum...

Job Description">As a High Net Worth Portfolio Manager, you will be responsible for managing a portfolio of high net worth clients and providing them with bespoke wealth management solutions.">Main Responsibilities">Develop and implement comprehensive wealth management strategies to meet the needs of high net worth clients;Build and maintain strong...

Job SummaryJob-Hunter is looking for a skilled High-Net-Worth Insurance Application Specialist to join our team. The successful candidate will be responsible for ensuring smooth operation of high-net-worth product applications.Key ResponsibilitiesProvide operation support on the application of universal life and high-net-worth products.Support clients...

**Job Overview:**As a seasoned banking professional, you will be responsible for delivering personalized relationship management and financial solutions to high-net-worth clients.Your primary focus will be on cultivating and managing long-term relationships, as well as achieving individual performance expectations and career development.**Key...

Job Summary:We are seeking a highly skilled Wealth Planner to join our team at IPS Group. The successful candidate will have a strong background in working with Ultra High-Net-Worth individuals and families, providing tailored wealth management services that align with their financial and legacy goals.Main Responsibilities:Cultivate strong relationships with...

Company Overview:CICC is a leading financial institution that prides itself on fostering an environment of equity and diversity. We recognize the importance of fair treatment in all aspects of our business, from recruitment and hiring to professional development and advancement.We aim to build an inclusive workplace that values the diverse backgrounds,...

We're currently seeking experienced Private Bankers, Senior Private Bankers, or Senior Relationship Managers to join a prestigious Private Swiss Bank.About the RoleThis exciting opportunity is available for our offices in various locations around the world.Key ResponsibilitiesMinimum 5 years of experience in Private Banking, managing High Net Worth...

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 OverviewTangspac is a premier provider of financial services, catering to the needs of high-net-worth individuals, their families, family offices, and corporates. Our team of experts is dedicated to understanding client requirements and identifying investment opportunities that align with their goals.Key Responsibilities- Develop and maintain business...

Information on the roles (multiple positions): Job Overview: As a teasured member within the Elite Retail Banking Team for invetsment, life and wealth products, you will be responsible for delivering personalized relationship management and financial solutions to our esteemed clients, as well as managing and mentoring teams. Your primary focus will be on...

Job DescriptionWe are seeking a highly motivated and experienced Relationship Manager Associate to join our team at Futu Securities International (Hong Kong) Limited.About the Role:The successful candidate will be responsible for managing key partner relationships to achieve business targets. This includes exploring new business opportunities in line with...

Main responsibilities:Relationship building with family office professionals, ultra-high net worth individuals, and intermediaries Act as the primary point of contact for all managed clients ...

Job Requirements:Possess knowledge of financial investment products and understand the characteristics of mainstream overseas primary and secondary market products. Demonstrate strong interpersonal communication and networking skills, with a certain level of local client resource accumulation. Have no less than 5 years of work experience in the financial...

Job Summary">The Bank of Communications (Hong Kong) Limited is seeking an Affluent Customer Relationship Specialist to join our team, responsible for managing a portfolio of high net worth clients and expanding our existing client base through effective marketing strategies.">Key Responsibilities">Develop and implement comprehensive wealth management...

About UsCiti is a global bank that has been serving millions of people across hundreds of cities and countries for over 200 years. Our unparalleled global network enables us to provide a broad range of financial services and products to our clients, helping them meet their biggest opportunities and face the world's toughest challenges.

About the Role:Develop and implement tailored investment strategies for high-net-worth individuals and families, ensuring optimal portfolio growth and risk management.Cultivate strong relationships with clients through exceptional communication and service delivery, driving long-term business growth and loyalty.Pursue continuous professional development to...

Required knowledge:Report and communicate with clients, with a view to improve to quality and consistency Lead/support the development of new products by preparing concepts and business cases Good knowledge of the investment management industry A track record with investor relationships, capital raising, marketing and product development SFC Type 1,4 and 9...

Key ResponsibilitiesEnhance relationships with existing and prospective clients to achieve business targets through proactive engagement and effective communication.Develop and acquire new business opportunities by deepening relationships with existing and potential clients in identified market segments.Assist relationship managers in managing customer...