Wealth Management Professionals Wanted

2 weeks ago


Hong Kong Island, Hong Kong SAR China Ateca Consulting Full time
Job Opportunity

Ateca Consulting is seeking experienced Private Bankers, Senior Private Bankers, or Senior Relationship Managers to join a prestigious Private Swiss Bank.

This exciting opportunity is available for offices in Singapore, Hong Kong, Dubai, Bahrain, London, Zurich, and Geneva.

We're looking for individuals with a strong track record of managing High Net Worth Individuals (HNI) and Ultra-High-Net-Worth Individuals (UHNI).

Key Responsibilities:

  • Manage a portfolio of ultra-high-net-worth individuals.
  • Build, manage, and grow client relationships.
  • Maintain a high level of client satisfaction.

Requirements:

  • Minimum 5 years of experience in Private Banking.
  • 4-5 years of seniority in your current role.
  • AUM exceeding $200M, net of liabilities.

What We Offer:

  • Up to a 40% uplift on your current compensation package.
  • The chance to work with a global leader in private banking.
  • Opportunities for career growth and development.


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

    Company 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...


  • Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full time

    At 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'...


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

    Company 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...


  • Hong Kong Island, Hong Kong SAR China Bank of China Full time

    Wealth Management OpportunitiesThe Bank of China is committed to providing exceptional wealth management services to our customers. As a Wealth Management Professional, you will play a key role in delivering these services and building strong relationships with our clients.Key Responsibilities:To provide professional wealth management services to customersTo...


  • Hong Kong Island, Hong Kong SAR China ARK Wealth Management-NOAH Full time

    Be among the first 25 applicantsDirect message the job poster from ARK Wealth Management-NOAHResponsibilities:Acquire full range of product knowledge and continuous updatesKeep learning of global investment market, especially private banking sectorAnalyze high-net-worth client's financial needs, explore and maintain good relationships with themHandle...


  • Hong Kong Island, Hong Kong SAR China Howden Private Wealth Full time

    Join Our TeamWe are seeking a highly motivated and experienced professional to lead our Client Services team.The ideal candidate will possess strong leadership and team management skills, excellent communication abilities, and a deep understanding of the financial industry.If you are passionate about delivering exceptional customer service and driving...


  • Hong Kong Island, Hong Kong SAR China ICBC International Full time

    Wealth Management ProfessionalJoin our team as a Wealth Management Professional and take advantage of this exciting opportunity to develop your career in asset management. As a key member of our investment team, you will be responsible for managing client relationships and providing exceptional customer service.Key Responsibilities:Manage client...


  • Hong Kong Island, Hong Kong SAR China CLSA Full time

    About the RoleThis Wealth Management Professional position requires an individual with a deep understanding of financial operations and regulatory requirements.ResponsibilitiesDevelop and implement operational procedures for wealth management services.Manage trade settlements, cash movements, and other financial transactions.Maintain accurate records and...


  • Hong Kong Island, Hong Kong SAR China Howden Private Wealth Full time

    BenefitsWe offer a collaborative work environment, opportunities for growth and development, and a competitive compensation package. If you are a motivated individual looking to make a difference in the field of private wealth management, please consider joining our team.


  • Hong Kong Island, Hong Kong SAR China Howden Private Wealth Full time

    With 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...


  • Hong Kong Island, Hong Kong SAR China AIA Full time

    Company OverviewAIA is a leading independent publicly listed pan-Asian life insurance group with a prominent presence across 18 markets. Headquartered in Hong Kong, AIA strives to create a sustainable future and aims to be an industry leader in Environmental, Social, Governance (ESG) practices.Job DescriptionBecome an integral part of our private client...


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

    Establishing a successful wealth management career requires more than just expertise – it demands a deep understanding of the complexities involved in managing high net worth client relationships. At HSBC, we seek a high-calibre professional to join our team as a Wealth Manager, playing a pivotal role in providing tailored banking and wealth management...


  • Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full time

    Company OverviewHowden Private Wealth is a leading provider of insurance solutions to high-net-worth individuals globally. With over 40 years of experience, we have established ourselves as the preferred wealth planning partner to private banks, family offices, and law firms.We have a global presence with representatives in key locations, including Hong...


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

    AIA Hong Kong and Macau is a leading life insurer and multinational corporation in Asia-Pacific, striving to help communities across Asia live healthier, longer, better lives.As a Senior Wealth Management Manager at AIA Hong Kong and Macau, you will be empowered to select appropriate financial and insurance products for clients based on their financial...


  • Hong Kong Island, Hong Kong SAR China Howden Private Wealth Full time

    About UsWith over 40 years of industry experience, Howden Private Wealth is proud to build a business that brings together entrepreneurial teams with the best expertise and talent from all over the world.We have representatives across Hong Kong, Singapore, Malaysia, Geneva, Zurich, Dubai, and the U.S.As we are ardent believers in providing holistic...


  • Hong Kong Island, Hong Kong SAR China Howden Private Wealth Full time

    Job DescriptionAs a key member of our team, you will provide administrative support to Sales Consultants, assisting with Case Management matters from quotation stage to inception of policy and post inception thereafter. You will liaise with bankers, trustees, insurance carriers, and clients to ensure a smooth process.You will be responsible for arranging...


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

    Wealth Management SupportDBS Consumer Banking Group is seeking a skilled professional to join our team as a Wealth Management Support specialist. In this role, you will be responsible for supporting the wealth management team, building relationships with customers, and providing solutions.Key ResponsibilitiesSupport the wealth management team in building...


  • Hong Kong Island, Hong Kong SAR China Standard Chartered Full time

    About the RoleWe are seeking a highly skilled and experienced Wealth Planning Professional to join our Private Banking team. In this role, you will be responsible for driving profitable growth by acquiring, deepening, and retaining client relationships with high net worth (HNW) and ultra-high net worth (UHNW) clients.You will assist the Head of WP & FA team...


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

    Unlock Your Financial Potential with AIA Hong Kong and MacauWe are excited to introduce the Challenge Wealth Management Program, a comprehensive training initiative designed to equip aspiring finance professionals with the knowledge and skills needed to excel in the industry.This hands-on program offers participants the opportunity to gain valuable insights...


  • Hong Kong Island, Hong Kong SAR China 乐恩咨询 Full time

    We are looking for a skilled Wealth Management Professional to join our team at 乐恩咨询.This role offers a unique opportunity to work with high-net-worth individuals and families, providing personalized financial planning and investment solutions.The ideal candidate will have a strong understanding of financial markets and instruments, as well as...