Wealth Strategist UHNW

My client is seeking a Wealth Planner with expertise in working with Ultra High-Net-Worth individuals and extensive experience in philanthropic planning. As a Wealth Planner, you will be responsible for: Client Acquisition & Relationship Management : Cultivating strong relationships with UHNW individuals and families, providing them with tailored wealth...

About the Role:We are looking for a skilled Wealth Planner to join our team at IPS Group. The ideal candidate will have extensive experience in working with Ultra High-Net-Worth individuals and families, providing tailored wealth management services that meet their financial and legacy goals.Main Responsibilities:Develop and implement comprehensive wealth...

Job OverviewThe Bank of Communications (Hong Kong) Limited seeks a highly skilled Wealth Planning Strategist to provide premium wealth management services to affluent clients.

At Prudential, we are seeking a highly experienced leader to spearhead the development of our wealth strategy and proposition. The ideal candidate will have a proven track record in managing global businesses and driving growth in affluent markets.The successful candidate will be responsible for leading the formulation of our wealth strategy and setting up a...

**Job Description:**We are seeking ED/MD-level Private Bankers to join our Hong Kong office. As a Senior Private Banking Leader, you will be responsible for managing $300M+ portfolios for HNW/UHNW clients, delivering tailored wealth solutions and driving growth.

With 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,...

time left to apply End Date: February 14, 2025 (27 days left to apply) job requisition id 25010045 Prudential's purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a...

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...

About HSBC HSBC is a leading international banking and financial services organization with a presence in over 80 countries. Our Wealth and Personal Banking division provides a comprehensive range of wealth management solutions to individuals and businesses. Job Description This role will be responsible for developing and executing marketing strategies to...

Location: Central, HK Area of interest: Private Banking & Wealth Management Be part of the Wealth Planning and Family Advisory (WP & FA) team based in Hong Kong and the wealth advisory business for Standard Chartered's Global Private Banking ('PB") in Hong Kong. The individual should be working with relationship managers, team heads and market heads to...

Job DescriptionThis role involves managing $300M+ portfolios for HNW/UHNW clients, delivering tailored wealth solutions and driving growth. The successful candidate will have a proven track record of team-building and leadership, with 8-10+ years of experience in private banking. They will be able to build and manage their own team, bringing 4-5 experienced...

About HSBC Global Private Banking">HSBC Global Private Banking is dedicated to helping high net worth and ultra-high net worth clients achieve their financial goals through bespoke solutions and expert guidance.">Key Objectives">To lead/support the design and development of the GPB proposition for HNW clients, focusing on competitiveness, commercial value...

About Bank of ChinaAt Bank of China, we are committed to delivering exceptional digital experiences for our customers. As the Head of Digital Wealth, you will play a key role in shaping our online banking products and services.Job OverviewThe successful candidate will be responsible for managing product UX/UI design to enhance customer experience during...

Some careers have more impact than others. If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC Global Private...

We are currently hiring experienced Private Bankers, Senior Private Bankers, and Senior Relationship Managers to join an esteemed Private Swiss Bank in multiple locations worldwide.The successful candidates will be responsible for managing high net worth individuals (HNWIs) and building, managing, and growing a portfolio of ultra-high-net-worth clients.To be...

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 rewards leadership and success. Why Consider This? Compensation uplift – top hires have experienced significant increases. Global footprint –...

Company OverviewWe are HSBC, a leading global banking and financial services organisation. Our mission is to open up a world of opportunity for our customers by providing them with borderless banking and world-class wealth management.Our Wealth and Personal Banking division serves 41 million customers globally, including 6.7 million who are international. We...

3 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...

About HSBCHSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find...

Job Overview:We are seeking an experienced Senior Sales Strategist to lead our investment fund services sales efforts in Asia. This role offers a unique opportunity to drive business growth and develop strategic relationships with key clients.Key Responsibilities:Manage a portfolio of high-value relationships with key clients, including retail banks, private...