Private Wealth Advisor
1 week ago
Talented Individual Wanted for Discretionary Portfolio Management & Product Specialist Role
- Pursue a promising career in private banking and buy-side investments.
- Develop expertise in diversified financial markets and portfolio management.
- Gain dynamic exposure to UHNW and family office clients.
Projob21 Ltd. is a leading European Private bank seeking a well-qualified individual to support the growth of their discretionary Portfolio Management business.
Key Job Responsibilities- Prepare investment presentations and create marketing materials aligned with the investment risk appetite.
- Collaborate with Portfolio Specialists and Advisory teams to promote DPM products/services across Asia.
- Act as a client portfolio manager during pitches and periodic reviews.
- Contribute to product development and prepare proposals for new business activities.
- Support ESG strategies by performing analytics and promoting sustainability branding.
- Conduct attribution analysis, refine reporting systems, and document investment strategies.
- CFA/CAIA qualified graduate or degree holder with 7+ years of experience in cross-asset class investment advisory and portfolio management.
- Highly skilled in investment presentation.
- Strong understanding of asset allocation and investment management.
- Passionate about investment strategies, client communication, and driving business initiatives.
- Trilingual proficiency in English, Mandarin, and Cantonese.
-
Private Wealth Strategist
20 hours ago
Hong Kong Island, Hong Kong SAR China Howden Private Wealth Full timeWith over 40 years of industry experience, Howden Private Wealth is the preferred partner to the world's most respected private banks, family offices, law and tax advisory firms.We have representatives across various locations, providing holistic solutions to our clients. As part of the Howden Group, we can also address other insurance needs globally through...
-
Private Wealth Adviser
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China JS Wealth Full timeCompany Description JS Wealth serves High Net Worth Individuals and family trusts and estates. Its mission is to be the best multi-family office in Asia, providing outcomes-based planning and bespoke solutions with simplicity and transparency. Partnered with iFAST Global Markets, JS Wealth utilizes its fintech wealth management platform to access a broad...
-
Insurance Solutions Advisor
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full timeHowden Private Wealth offers unparalleled expertise in wealth planning and insurance solutions for ultra-high net worth (UHNW) individuals globally. Our experienced professionals have developed a deep understanding of the complexities surrounding UHNW clients' needs, enabling us to provide tailored advice and guidance.We take pride in our ability to deliver...
-
Private Wealth Management Advisor
20 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China DL Holdings Group Full timeRole DescriptionWe are seeking a Private Wealth Management Advisor to join our team at DL Holdings Group. This is an exciting opportunity for a professional with a strong background in finance and business development to work with high net worth individuals and families.The successful candidate will have a good understanding of financial knowledge and...
-
Wealth Management Consultant
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full timeAt Howden Private Wealth, we specialize in crafting bespoke wealth planning and insurance solutions for high-net-worth individuals globally. Our team of experts has developed a deep understanding of the complexities surrounding UHNW clients' needs, allowing us to deliver tailored advice and guidance.Our extensive network enables us to address clients'...
-
Financial Services Development Manager
20 hours ago
Hong Kong Island, Hong Kong SAR China Howden Private Wealth Full timeHowden Private Wealth boasts an impressive track record of serving the world's most discerning individuals and institutions.Through our extensive network and deep knowledge of the financial sector, we deliver innovative solutions to meet our clients' complex needs.We pride ourselves on being a company that values its people and fosters a culture of...
-
High Net Worth Planning Specialist
20 hours ago
Hong Kong Island, Hong Kong SAR China Howden Private Wealth Full timeA long-standing presence in the industry has enabled Howden Private Wealth to establish itself as a trusted partner to the world's most respected institutions.Our team possesses a deep understanding of the financial services landscape, allowing us to provide tailored solutions to our clients.We are committed to delivering exceptional results, ensuring our...
-
Estate Planning Consultant
22 hours ago
Hong Kong Island, Hong Kong SAR China Howden Private Wealth Full timeWith over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally.We have representatives across Hong Kong, Singapore,...
-
Experienced Financial Advisor
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China JS Wealth Full timeAbout UsAt JS Wealth, we strive to provide the best possible service to our clients, leveraging our fintech wealth management platform to access a broad range of investment assets.The RoleAs a Private Client Relationship Manager, you will be responsible for delivering exceptional client experiences through consultative financial planning advice, business...
-
Private Client Relationship Manager
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China JS Wealth Full timeAbout the CompanyJS Wealth is a pioneering multi-family office in Asia, committed to providing innovative wealth management solutions for High Net Worth Individuals and family trusts.Job SummaryWe are seeking an experienced Private Client Relationship Manager to join our team in Hong Kong SAR, who can provide exceptional client experiences through...
-
High Net Worth Wealth Manager
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China JS Wealth Full timeCompany OverviewJS Wealth is a leading multi-family office in Asia, dedicated to providing personalized wealth management solutions for High Net Worth Individuals and family trusts. Our mission is to deliver tailored outcomes-based planning and bespoke investment advice with transparency and simplicity.Job DescriptionWe are seeking a full-time Private Client...
-
Estate Planning Specialist
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full timeWith a strong presence in key markets worldwide, Howden Private Wealth is renowned for its expertise in wealth planning and insurance solutions. As an independent broker, we have established relationships with the world's most respected private banks, family offices, law firms, and tax advisory groups.We pride ourselves on delivering holistic solutions to...
-
Private Client Sales Advisor
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Lighthouse Paramount Limited Full time3 days ago Be among the first 25 applicantsLocation: Remote / Hybrid – Hong Kong, Japan, GlobalDepartment: Sales | Business Development | High-Net-Worth Client RelationsWho We AreLHP is a premier luxury advisory firm specializing in blue-chip art, high-value secondary market artworks, and exclusive real estate opportunities. Our expertise spans art...
-
Private Wealth Strategist
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeDBS Bank (Hong Kong) Limited offers a dynamic environment that supports your development and recognises your achievements. As a Treasures Private Client Relationship Manager, you will drive TPC business through promoting full-range wealth management products and services to customers.Key Responsibilities Identify customer needs through financial planning and...
-
Private Wealth Services Director
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Ocorian Full timeOur VisionWe strive to be a trusted partner to our clients by delivering innovative solutions that solve complex challenges. Our team of experts provides fund services, corporate services, capital markets services, private client services, regulatory, and compliance services to asset managers, financial institutions, corporates, high net worth individuals,...
-
Wealth Strategies Consultant
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full timeCompany Overview:Unicorn Advisor (HK) Limited is a leading financial institution dedicated to providing exceptional wealth management services to ultra high net worth individuals.Key Responsibilities:We are seeking a seasoned Markets Specialist to join our team, responsible for bringing in and hunting new clients for the bank. This involves identifying and...
-
Hong Kong Legal Advisor
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full timeWe are looking for a talented individual to join our team as a Hong Kong Legal Advisor.About the RoleThe successful candidate will be responsible for providing legal support to our Asset Wealth Management (Private) business based in Hong Kong.Key ResponsibilitiesProviding legal advice to the AWM Private Division on all matters, including those outside the...
-
Private Wealth Advisor
1 day ago
Hong Kong, Central and Western District, Hong Kong SAR China Tangspac Full timeJob Description 1. Developing and maintaining business relationship with high-net-worth individuals, their families, family offices and corporates. 2. Deeply understanding customers' needs, providing customers with professional asset allocation suggestions, continuously providing excellent post investment services and establishing long-term service...
-
Private Wealth Management Lead
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Ocorian Full timeOur team is committed to providing expertise and specialist solutions to meet the complex challenges of our clients. As a Private Wealth Management Lead, you will play a key role in driving growth across our service lines and identifying opportunities beyond your immediate area.You will be responsible for leading and developing a high-performing team,...
-
Private Wealth Management Attorney
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full timeAre you a skilled and ambitious professional looking for a new challenge? Look no further than Goldman Sachs! We're seeking a talented Private Wealth Management Attorney to join our team in Hong Kong and contribute to the success of our Asset Wealth Management (Private) business.About the Role:This role will involve providing legal support to our clients and...