Private Wealth Management jobs

Found 45 jobs
    • Hong Kong
    • Negotiable
    • Posted about 22 hours ago

    Selby Jennings is a leading specialist recruitment firm for banking and financial services. For more than 15 years, we have given professionals peace of mind that the recruitment journey is in expert hands. Our continual investment in best-in-class technologies and consultant training enables us ...

    • Hong Kong
    • HK$1500000 - HK$2500000 per annum
    • Posted 1 day ago

    Responsibilities You will oversee the Private Bank in Hong Kong Operational Model. Responsible for the FLOD control framework, reporting to the Head of Private Banking Hong Kong. Ensure the timing production of the CRO RSC, compliance with local rules and regulations and manage audits and operati...

    • Singapore
    • Negotiable
    • Posted 1 day ago

    Responsibilities Work closely with the team to run the Client Services and Administration department. Handle and supervise Client Static Data maintenance and client output production. Run self-assessment and implement improvements of policies and procedures when needed. Requirements Experience in...

    • New York
    • + Bonus
    • Posted 2 days ago

    This person will be a pivotal team member and will be front and center in representing the firm by offering the best investment and customized solutions to meet the needs of each client. This is a tremendous growth opportunity as the firm is looking for this Client Advisor to eventually become a ...

    • Singapore
    • Negotiable
    • Posted 7 days ago

    Key Responsibilities Proactively provide support to a Private Banker in administrative duties and operational areas in servicing North Asian H& Ultra-High Net Worth clients. These duties include but are not limited to: - Credit modifications - Account documentations - Managing investment orders &...

    • Manhattan
    • + Bonus
    • Posted 8 days ago

    You will be responsible for managing the Wealth Management Client Associates & Operations Support Staff, as well as delivering firm strategies through the execution of their Market Strategy plans. Due to the pivotal role this individual will be playing in the organization, it is highly preferred ...

    • Hong Kong
    • Negotiable
    • Posted 9 days ago

    My client is a top-tier international company and their trust department is looking for an energetic person to join the team for expansion. Main duties: Responsible for new client on-boarding, collecting KYC, filling out the forms, working with Business Development teams closely and attend meetin...

    • Singapore
    • Negotiable
    • Posted 9 days ago

    Role Responsibilities: Proactively work with and provide professional wealth planning advisory services and supports to Relationship Managers (RMs) and Clients. Proactively build strong and trusting partnerships with RMs, other Product Specialists and Clients. Organise and/or conduct relevant tra...

    • Singapore
    • Negotiable
    • Posted 10 days ago

    Responsibilities Selling of fiduciary instruments, referral of life insurance and other related solutions Supporting Client Advisors in client meetings, presentations and after-sales activities relating to asset ownership and asset transfer Understanding and following of legal, political, tax and...

    • Hong Kong
    • Negotiable
    • Posted 10 days ago

    A privately-owned trustee is looking for a junior candidate ideally from PB/ trustee background to join their team in HK, providing career progression with competitive package. The role will mainly be focusing on banking account opening process and working closely with the Trust Administration te...

    • Hong Kong
    • HK$1000000 - HK$1500000 per annum
    • Posted 11 days ago

    Responsibilities: Provide full life-cycle expertise, after sales support and sales engagement Centre point of contract between Funds team and PE RE team and external Fund administrators Provide analysis of Fund/ Products internally to Ultra High Net Wroth clients Coordinate with Relationship Mana...

    • Singapore
    • Negotiable
    • Posted 11 days ago

    Key Responsibilities Building and fostering long-term relationships with clients comprising affluent ultra-high and high-net worth (UHNW/HNW) individuals, with a strong focus on client retention Prospect new clients and secure new relationships to steadily build a strong portfolio Dispense market...

    • Hong Kong
    • HK$700000 - HK$1000001 per annum
    • Posted 11 days ago

    Responsibilities: Extensive product knowledge across different asset classes Experienced in using different IT tools in order to generate Portfolio Reviews Minimum of 6-10 years experience Partnering with RMs to provide holistic Investment Ideas and Portfolio Reviews Requirements In-depth financi...

    • Hong Kong
    • HK$1500000 - HK$2200000 per annum
    • Posted 18 days ago

    Co-ordinate and supervise the team monitoring the financial conditions and covenants of the lending transactions of some of the most sophisticated wealth management clients; Identify and escalate lending risks to Structurers, Client Advisors and Senior Management; Determine risk mitigation and re...

    • Dallas
    • + Bonus
    • Posted 20 days ago

    This individual will be assisting Senior Financial Advisor's and third-party custodian support teams in the implementation of new client accounts and the ongoing servicing of their existing HNW/UHNW client base. You will be playing a key role in managing all aspects of their clients operational n...

    • Manhattan
    • + Bonus
    • Posted 21 days ago

    This is an opportunity with tremendous upside potential as the firm is seeking an individual who can really take the reins and take their team to the next level by helping them build out their Long Island presence. Someone with a deep and broad understanding of the private wealth management space...

    • Luxembourg
    • Negotiable
    • Posted 22 days ago

    My client who is a large international Hedge Fund is currently looking for an Operational Risk & Control Manager who will assist the business in the implementation and execution of the risk management framework. In this role, you will work closely with business managers and their operational team...

    • Hong Kong
    • Negotiable
    • Posted 23 days ago

    I'm working with multiple clients on their expansion in Hong Kong, my clients would be looking for candidates with hands on experience in trade execution, conducting KYC and account opening for HNW/UHNW clients. Duties: Conduct new client/prospect research, generate leads and develop prospects, n...

    • Hong Kong
    • Negotiable
    • Posted 24 days ago

    I'm working with a tier-1 European private bank, who is expanding their team in Hong Kong, on an FX advisor mandate. The role will join their FX advisory team in Hong Kong and mainly focus on advising clients regarding a specific product. Requirements: Fluent in Cantonese, English and Mandarin Co...

    • Hong Kong
    • HK$1200000 - HK$1800001 per annum
    • Posted 29 days ago

    Key Responsibilities: Provide sound financial support and insights to enable the Bank to make critical business decisions Present financial results and insights to the relevant corporate governance bodies within the Bank as and when required Play a key role in the formulation of the business's st...

    • Cincinnati
    • Negotiable
    • Posted 29 days ago

    A thriving and expanding Registered Investment Advisor with a broad Ohio presence is actively looking for a seasoned Senior Portfolio Manager to join their booming Cincinnati team. This person will be responsible for working with existing client relationships and also interacting directly with ex...

    • Amsterdam
    • Negotiable
    • Posted 29 days ago

    We are representing a leading private bank in the wealth management sector as they search for an experienced team lead to join their Quality Assurance team. In this role you will supervise, coach, coordinate and monitor team members, while also keeping overview, approving files and taking part in...

    • Hong Kong
    • HK$960000 - HK$1440000 per annum
    • Posted 30 days ago

    Provide high quality advisory and accurate assessment of markets and trading conditions to relationship managers an clients Generate a wide range of top investment ideas or solutions across equities, fixed income, commodities, structures products, FX and mutual fund, etc. Meet with clients and id...

    • Hong Kong
    • HK$750000 - HK$1800000 per annum
    • Posted 30 days ago

    Assist the Product Marketing Team Head to establish internal policies and rules for private banking investment products, and be responsible for the whole life cycle work for the entire product line, including but not limited to new product approval, product marketing, custody management, annual r...

    • Hong Kong
    • HK$1800000 - HK$2200000 per annum
    • Posted about 1 month ago

    Act as Deputy Chief Executive, and be an Alternate Chief Executive and/or Executive Officer candidate Supervise all sales and business related functions / departments including but not limited to relationship management, investment counselling, product marketing Architect overall sales and produc...

    • Singapore
    • Negotiable
    • Posted about 1 month ago

    Responsibilities Selling of fiduciary instruments, referral of life insurance and other related solutions Supporting Client Advisors in client meetings, presentations and after-sales activities relating to asset ownership and asset transfer Understanding and following of legal, political, tax and...

    • Singapore
    • Negotiable
    • Posted about 1 month ago

    Responsibilities Work closely with the team to handle Discretionary Fund management. High focus on Fixed Income. Manage Private Wealth portfolios and Discretionary mandates. Develop business towards Fixed Income. Conduct research and analysis for investments. Handle portfolio review presentations...

    • New York
    • + Bonus
    • Posted about 1 month ago

    This role entails generating new business growth through network development, new client acquisition and retention as well as arranging and conduct meetings with clients, professional liaisons, and relationship managers. This new BD/Trust Officer will play a critical role in replicating their int...

    • Hong Kong
    • Negotiable
    • Posted about 1 month ago

    My client is a tier-1 private bank in Hong Kong, they are expanding their team and would like to hire a couple product owners to join (junior to senior are all welcome) Senior product owners would be leading a team with members from different dep. and locations Junior product owners would have th...

    • Hong Kong
    • Negotiable
    • Posted about 1 month ago

    Understands the characteristics of various types of private fund products Prepare business strategy and product trends Prepare research and analysis on private funds Work with Product and Sales team Requirements: around 8 years of relevant experience Fluent in English and Mandarin written and spo...

    • Hong Kong
    • HK$1000000 - HK$1500000 per annum
    • Posted about 1 month ago

    In-depth knowledge of various public funds, produce regular analyse and recommend key products Work with Fund Houses and perform product due diligence On-board new products Maintaining product platform Works closely with RMs and Fund Houses Requirements: University degree holder with 8 years of r...

    • Hong Kong
    • HK$1000000 - HK$1500000 per annum
    • Posted about 1 month ago

    * Manage structured product and advisory platform in private banking * Offer advice and product ideas to client advisory team * Monitor financial targets and develop reports and post-transaction monitoring Requirements: * 8+ years of experience in structured product management and advisory * Flue...

    • Hong Kong
    • HK$1000000 - HK$1500000 per annum
    • Posted about 1 month ago

    Conducts research and due diligence on a diverse range of investment products including equities, bonds, mutual funds, hedge funds, structured products and other asset classes; and generates multi-asset investment ideas by working closely with global research teams. Represents the Asia product ad...

    • Hong Kong
    • Negotiable
    • Posted about 1 month ago

    I'm working with a tier-1 European private bank, who is expanding their team in Hong Kong, on an FX advisor mandate. The role will join their FX advisory team in Hong Kong and mainly focus on advising clients regarding a specific product. Requirements: Fluent in Cantonese, English and Mandarin Co...

    • Hong Kong
    • HK$1500000 - HK$2000000 per annum
    • Posted about 1 month ago

    Conducts research and due diligence on a diverse range of investment products including equities, bonds, mutual funds, hedge funds, structured products and other asset classes; and generates multi-asset investment ideas by working closely with global research teams. Represents the Asia product ad...

    • Hong Kong
    • HK$400000 - HK$600001 per annum
    • Posted about 1 month ago

    Description Perform administrative tasks such as scheduling appointments, preparing documentation, and marketing activities. Provide ongoing service and support to clients. Ensure client information is accurate and current. Respond to client inquiries in a timely, responsive manner. Resolve issue...

    • Hong Kong
    • Negotiable
    • Posted about 1 month ago

    We have a current opportunity for a Wealth Planner with Insurance Focus on a permanent basis. The position will be based in Hong Kong. For further information about this position please apply.

    • Hong Kong
    • Negotiable
    • Posted about 1 month ago

    We have a current opportunity for a Senior Trust Administrator on a permanent basis with a Trust Company. The position will be based in Hong Kong. For further information about this position please apply.

    • New Jersey
    • + Bonus
    • Posted about 2 months ago

    This role entails being the first point of contact for all clients and determining their financial needs in order to develop a plan that meets the client's goals and objectives. This person will play a pivotal role in not only building, but also solidifying client relationships. Due to the role t...

    • Hong Kong
    • Negotiable
    • Posted about 2 months ago

    My client is looking for a candidate who has front office experience especially in client facing, the role will be working closely with front office sales in providing market analysis, meeting clients with the RM and convince the client in trusting the strategy, while assisting investment counsel...

    • Hong Kong
    • Negotiable
    • Posted about 2 months ago

    Requirements: - trading license - trade experience - account opening experience

    • Hong Kong
    • HK$1000000 - HK$15000000 per annum
    • Posted about 2 months ago

    This role will require the following: convert multi-industry knowledge into understandable equities research reports, investment options, and sector views conduct valuation analysis and form an opinion of return potential for the aggregated A share indices remain current on market developments in...

    • Hong Kong
    • Negotiable
    • Posted about 2 months ago

    Requirements: Advising clients on asset allocation Conduct regular portfolio reviews to ensure the portfolio is constantly calibrated Achieve business targets and to ensure the best uses of all resources Work closely with RM, market heads and all parties to drive revenue and achieve business targ...

    • Hong Kong
    • HK$800000 - HK$1200000 per annum
    • Posted about 2 months ago

    Key Requirements: Degree from leading Business Schools or Universities, preferably Master degree. 5+ years of experience in Private Equity, Alternatives, and/or mutual funds investor relations or investment consulting Demonstrated analytical and quantitative skills Highly effective communication ...

    • England
    • Negotiable
    • Posted about 2 months ago

    Senior Private Banker - London This Senior Private Banker role is with a leading boutique Swiss Bank in London that has a strong reputation internationally. They cater to private client needs with a world-class range of investment solutions and products across all asset classes. The Senior Privat...

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