Strategic Wealth Management Advisor

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China Spring Professional Singapore Full time

Job Summary:

We are seeking a highly skilled Investment Solutions Expert to join our team at Spring Professional Singapore. The ideal candidate will have a strong background in wealth management and be able to provide bespoke investment ideas and solutions for high net worth clients.

About the Role:

In this role, you will be responsible for providing financial services to clients, including investment advice and portfolio management. You will need to have 3-5 years of experience in a direct investment advisory role and be fluent in English and Mandarin due to communication with internal and external stakeholders.

Key Responsibilities:

  1. Provide investment advice and solutions to high net worth clients
  2. Manage client portfolios and make investment recommendations
  3. Communicate with clients and internal stakeholders to understand their financial needs and goals

Requirements:

Fluency in English and Mandarin

3-5 years of experience in a direct investment advisory role



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

    Job SummaryWe are seeking a highly motivated and experienced Strategic Financial Advisor to join our Wealth Management team at CICC. As a key member of our team, you will be responsible for developing and maintaining business relationships with high-net-worth individuals, their families, family offices, and corporates.About the RoleAs a Strategic Financial...


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

    Unicorn Advisor (HK) Limited is seeking an exceptional individual to fill the role of Head of Wealth Management. This position requires a seasoned professional with a strong background in leading high-performing teams and driving business growth.The successful candidate will be responsible for overseeing the profitability and key performance indicators...

  • Strategic Advisor

    4 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China Sia Partners Full time

    At Sia Partners, we are seeking a Strategic Advisor to join our Financial Markets, Private Banking, Asset & Wealth Management business unit. This role presents an exciting opportunity for an experienced professional to provide strategic and operational advisory services to clients.We are looking for a highly skilled individual with exceptional analytical and...


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

    Company Overview:Unicorn Advisor (HK) Limited is a reputable financial institution dedicated to providing exceptional wealth management services to its clients.


  • Hong Kong, Central and Western District, Hong Kong SAR China DL Family Office Full time

    DL Family Office Job Title: Senior Wealth Management Advisor Job Description:We are seeking an experienced Senior Wealth Management Advisor to join our team at DL Family Office. In this role, you will be responsible for building and maintaining strong relationships with high net worth (HNW) and ultra high net worth (UHNW) family clients. Main...


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

    About the RoleAs a Senior Wealth Solutions Advisor at Selby Jennings, you will be responsible for building on the company's established position as a leading provider of insurance-based wealth solutions. Your primary focus will be on working with high-net-worth insurance broker partners to promote the company's Hong Kong wealth solutions.Key...


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

    As the Chief Financial Director of Wealth Business at Unicorn Advisor (HK) Limited, you will be responsible for driving the financial growth and performance of our wealth management business. Your key focus will be on managing the overall profit and loss (P&L) and Key Performance Indicators (KPIs) to ensure the business meets its targets.You will lead a...

  • Senior Trust Manager

    1 month ago


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

    As a Senior Trust Manager at Unicorn Advisor (HK) Limited, you will work closely with our Relationship Manager to develop and implement tax-efficient wealth planning strategies for our clients.Key responsibilities include:Establishing and maintaining long-term business relationships with tax advisers, lawyers, and trustees to cater to clients' wealth...

  • Expert Wealth Advisor

    3 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China HK008 Mercer Investments (HK) Limited Full time

    Company Overview\HelpersMercer Investments (HK) Limited, a global leader in wealth management, is seeking a seasoned professional to join our team as an Expert Wealth Advisor.Job Description\We are looking for a highly skilled individual to lead client delivery and develop as a subject-matter expert internally and externally in key topics related to Mercer's...


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

    Job Overview:">CICC is seeking an experienced and ambitious financial professional to join our team as a Private Wealth Advisor. As a key member of our wealth management department, you will be responsible for developing and maintaining business relationships with high-net-worth individuals, their families, family offices, and corporates.">About the...


  • Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full time

    About BNP Paribas Wealth ManagementWe are a leading European Union bank with an uninterrupted presence in the region since 1860. Our company offers a wide range of financial services for corporate, institutional and private investors.Our Commitment to Diversity and InclusionWe passionately embrace diversity and foster an inclusive workplace where all...


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

    About Gopher Asset Management 歌斐資產As a leading asset management company in Hong Kong, Gopher Asset Management 歌斐資產 is committed to delivering exceptional wealth management services to high-net-worth clients.We are currently seeking an experienced Strategic Partnerships and Wealth Management Expert to join our team.Job OverviewEstimated...


  • Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full time

    Job DescriptionAs a Marketing Officer in the Wealth Management division of BNP Paribas, you will play a vital role in supporting the team in executing various marketing, communication, and engagement initiatives.Key ResponsibilitiesDrive engaging content development to enhance client experienceDevelop and maintain client-friendly marketing materials,...


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

    Job Overview:We are seeking an experienced Wealth Manager to join our team in Hong Kong and cover the Greater China market.The successful candidate will be responsible for acquiring and servicing ultra high net worth clients, providing comprehensive investment and wealth planning solutions tailored to their individual needs.This includes collaborating with...


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

    The Private Banker Principal role at Citi requires a seasoned professional with extensive experience in private banking, specifically serving the ultra-high net worth (UHNW) market. This individual will lead client teams and drive transactions, demonstrating a proven track record in relationship selling.To succeed in this position, you must possess a deep...


  • Hong Kong, Central and Western District, Hong Kong SAR China The Edge Partnership Full time

    We are seeking a highly experienced Senior Financial Strategy Advisor to join our team at The Edge Partnership. This role will play a critical part in driving business growth and financial success.Job Description:This is an exciting opportunity to leverage your expertise in Business Finance and Management Reporting to provide strategic financial guidance to...


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

    About Dah Sing GroupThe Dah Sing Group is a leading financial services company in Hong Kong, offering a wide range of banking and insurance services. Our goal is to deliver exceptional customer experiences through our network of over 70 branches across Hong Kong, Macau, and Mainland China.Our core values are built around caring, teamwork, and...


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

    About the RoleAs a Premier Relationship Manager at HSBC, you will be a trusted adviser to our new and existing Premier customers. You will work collaboratively with Investment and Insurance Specialist Teams to support clients through their entire life journey, providing professional and comprehensive financial advice tailored to their needs. You will also...


  • Hong Kong, Central and Western District, Hong Kong SAR China ICBC Asset Management (Global) Full time

    Company OverviewICBC Asset Management (Global) is a leading asset management company that offers a wide range of investment products to institutional and individual investors. We are committed to providing high-quality investment solutions and exceptional client service.About the RoleWe are seeking an experienced Strategic Product Manager for Asset...


  • Hong Kong, Central and Western District, Hong Kong SAR China Brookfield Asset Management, Inc Full time

    Job SummaryWe are seeking a skilled professional to join our team as a Strategic Partnership Developer in the Private Wealth Solutions department of Brookfield Asset Management. As a key member of our team, you will be responsible for building and maintaining strong relationships with private banks, wealth managers, and securities firms in Greater China to...