Private Banking and Wealth Management Specialist

About the RoleWe are seeking a seasoned Private Banking Director to drive business growth and expansion in our Hong Kong office. As a member of our team, you will have the opportunity to develop your skills and expertise while working with a prestigious global private bank.Key Responsibilities:Portfolio Management: Manage $300M+ portfolios for HNW/UHNW...

ResponsibilitiesBuilding tight relationship with VIP clients to complete team AUM and revenue target Work closely with IA and product team and provide investment portfolio analysis and advices to the clients according to their needs, desires and risk profile Be in responsible for the VIP client services, including account opening, maintenance, and other...

Serve High Net Worth ClientsAs a Wealth Management Specialist at HSBC Global Private Banking, you'll play a critical role in serving our high net worth clients, providing them with expert advice and guidance on their financial needs. You'll be part of a dynamic team that values collaboration, innovation, and customer satisfaction.About the RoleYou'll work...

OverviewDBS Bank (Hong Kong) Limited is a leading financial institution that offers a wide range of banking and financial services. Our Private Banking division provides personalized wealth management solutions to high net worth individuals and families.

About the Opportunity:We are looking for a seasoned private banker to join our team in Hong Kong and manage high-net-worth clients.The successful candidate will have a proven track record of success in private banking, including leadership experience, AUM expertise, and a focus on delivering exceptional client service.Key Responsibilities:Lead a team of...

Job SummaryThe Private Banking Specialist will serve as the liaison for clients regarding inquiries and provide team support. You will analyze and monitor client portfolios and assist with other aspects of managing a client relationship.

Company Overview:Ateca Consulting is a leading global private bank with operations in 52 markets worldwide.We are seeking an experienced ED/MD-level Private Banker to join our Hong Kong office and lead a team of high-net-worth clients.The ideal candidate will have a strong track record of leadership, AUM expertise, and client-focused skills.Leadership –...

Be Myjob Company Limited seeks an experienced Senior Banker to join our team in providing exceptional wealth management solutions to high net worth individuals. As a key member of our private banking department, you will be responsible for attracting and retaining clients while nurturing existing relationships.About the RoleTo provide comprehensive asset...

Job DescriptionAs a Private Banking Specialist, you will play a key role in introducing quality business partners to our Private Banking department. Your primary responsibilities will include evaluating fund houses, coordinating distribution agreements, and monitoring operational flows.You will conduct regular reviews to ensure compliance requirements are...

About the Opportunity: We are seeking a Private Wealth Management Professional to join our team at DL Holdings Group. In this role, you will be responsible for delivering exceptional client experiences and driving business growth through strategic partnerships and relationships.Key Responsibilities:Develop and execute customized private wealth management...

3 days ago Be among the first 25 applicants Direct message the job poster from Ateca Consulting Director - Financial Services at Ateca Consulting Private Banking Opportunity | Hong Kong A prestigious global private bank is seeking ED/MD-level Private Bankers for their Hong Kong office. This is your opportunity to join a forward-thinking institution that...

Key ResponsibilitiesLead and oversee the AML compliance program for the Private Banking division, ensuring adherence to local and international regulations. Develop and implement AML policies and procedures tailored to private banking services, aligning with best practices and regulatory expectations. Engage with regulators and industry bodies, representing...

About the OpportunityAteca Consulting is seeking an experienced Private Banking Director to lead our Hong Kong office. This role offers a unique chance to join a forward-thinking institution that rewards leadership and success.Why Consider This?Compensation Package: Competitive salary + performance-based bonuses, providing opportunities for significant...

Job DescriptionWe are seeking an experienced Financial Services Leader to join our Hong Kong office. The ideal candidate will have 8-10+ years of experience in private banking, with a proven track record of team-building and managing $300M+ portfolios.Required Skills and QualificationsLeadership skills, with experience in team-building and motivating...

Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Hong Kong As a Wealth Management Professional, your responsibilities include: Serve as the liaison for clients regarding inquiries and provides team support Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship Drive and...

Job Description:We are seeking a skilled Private Wealth Manager to join our team at Futu Securities International (Hong Kong) Limited.Company Overview:Futu Securities International (Hong Kong) Limited is a leading financial institution dedicated to providing top-notch services to our clients. We strive to deliver exceptional quality and innovative solutions...

Job OverviewDBS Bank (Hong Kong) Limited is seeking a dedicated and experienced Wealth Management Expert to join our team. As a key player in the Treasures Private Banking segment, you will be responsible for driving business growth through promoting wealth management products and services to clients.About the RolePromote full range of wealth management...

Job Description - VP, Specialist, FX Advisory, Private Banking (2500003E) Business Function DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes...

About OcorianOcorian is a trusted partner to over 8,000 clients globally, delivering expert solutions that unlock new value through expertise, trust, and scale. We pride ourselves on our long-lasting partnerships, seamless client experience, and commitment to corporate governance.In this role, you will have the opportunity to join a dynamic team that is...

Private Bankers are required by a leading privately owned banking institution in Hong Kong. This is an unparalleled opportunity for individuals looking to advance their career with a forward-thinking institution that rewards success. Previous successful candidates who have switched to our client have experienced a 20% to 40% uplift on their current package....