Private Wealth Management jobs

• Singapore
• Negotiable
• Posted 11 days ago

The Main Responsibilities Include: Provide leadership and management of various PW and Group initiatives and projects Manage and drive Objectives Key Results (OKRs) to drive strategy and operational excellence of PW Asia's portfolio Lead the Trust Operations team in Asia to deliver a full suite o...

• Hong Kong
• Negotiable
• Posted 11 days ago

The Responsibilities Include: Assisting with the supervision of the Trust teams in Hong Kong and providing guidance to associates Managing the internal operations of the team and assisting with the overall management of the business line Assisting with cultivating relationships with key clients, ...

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

We have a current opportunity for a PB Business Manager on a permanent basis. The position will be based in Hong Kong. For further information about this position please apply. We are working with a private bank in Hong Kong who are looking for a Business Manager to join their team. Responsibilit...

• England
• Verhandelbar
• Posted 13 days ago

Job Title: Internal Auditor Job Type: Full-time Experience: 3-5 years of experience in internal/external auditing, preferably in the banking, asset management, life insurance or finance industry. Location: Luxembourg Overview: My client is a large, successful and dynamic private banking and wealt...

• Hong Kong
• Negotiable
• Posted 18 days ago

Roles and Responsibilities: Formulate strategies and lead activities in strategy in the WAM domain and commercial due diligence for transactions, partnerships or new ventures in WAM Lead build of business cases required to justify new initiatives and strategies Assess strategically important grow...

• Singapore
• Negotiable
• Posted 18 days ago

The Resident Manager will work closely with the Executive Director, be responsible for managing the full range of matters related to trust administration and compliance. The Responsibilities Include: Statutory and regulatory obligations as Resident Manager and member of the Trust Committee of the...

• Dubai
• Negotiable
• Posted 21 days ago

Responsibilities Work closely with the senior management to achieve set objectives and generate new sales. Be able to identify prospects and build strong rapport to convert them into clients. Collaborate with the investments team to develop tailored solutions for clients. Requirements Experience ...

• Hong Kong
• Negotiable
• Posted 22 days 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
• Negotiable
• Posted 22 days ago

My client is a Swiss-based private bank who is expanding their presence in Asia pacific, they are looking for a Chief Investment Strategist to join the firm and bring the business to another level. Here is a brief intro about the role, Promote the brand and direction of the business to clients in...

• Hong Kong
• HK$1500000 - HK$2000000 per annum
• Posted 22 days ago

Responsibilities: 12-15 years of work experience in an established insurer or buy-side asset owner involved in managing alternative investments. Relevant experience in structuring, fund of fund or direct investment in private credit, real estate and/or private equity is necessary. Degree holder i...

• Hong Kong
• Negotiable
• Posted about 1 month ago

The Responsibilities Include: Business development and clients acquisitions to achieve annual sales target Be able to apply and explain various alternative estate planning structures and solutions to Private Banking clients on estate planning needs and enquiries Travelling with and assisting Rela...

• Hong Kong
• Negotiable
• Posted about 1 month ago

The Responsibilities Include: Assist in the administration of a portfolio of trusts and underlying companies, setting up of trust structures and maintain proper files Handle daily on-going administration, maintaining an updated database and perform periodic reviews Act as point of contact for and...

• Hong Kong
• Negotiable
• Posted about 1 month ago

The Responsibilities Include: To achieve and exceed personal sales targets To develop new business and leads by attending industry events, networking, building relationships and exploring all industry sectors for new client sourcing To manage the entire sales cycle from inception to on-boarding T...

• Hong Kong
• Negotiable
• Posted about 1 month ago

The Responsibilities Include: To build strong and trusting relationship with external advisers, bankers, insurance intermediaries and new clients proactively To develop trust structuring solutions and effectively close new trusts and other business To setup new trusts including drafting and revie...

• Brussels
• Negotiable
• Posted about 1 month ago

Key Resposibilities: You are in charge of overseeing audits from beginning to end, including recording the activity flows of the processes that need to be reviewed, identifying risks and the key controls in place to mitigate those risks, conducting audit fieldwork in accordance with the agreed-up...

• Hong Kong
• HK$1000000 - HK$1800000 per annum
• Posted about 1 month ago

Degree holder or above with major in Business Administration, Economics, Finance, Marketing or related disciplines At least 8-10 years of relevant experience in private banking, wealth management and/or retail banking premier sector Independent, ability to work under pressure to meet tight schedu...

• Hong Kong
• Negotiable
• Posted about 1 month ago

My client is a European private bank that takes a major focus and share on Asia market, they are looking for a Director level IC to join their team. Requirements: over 8 years of experience in investment advisory or portfolio management with existing private banking background Cantonese, Mandarin...

• Hong Kong
• Negotiable
• Posted about 1 month ago

The Responsibilities Include: Business development and clients acquisitions to achieve annual sales target Be able to apply and explain various alternative estate planning structures and solutions to Private Banking clients on estate planning needs and enquiries Travelling with and assisting Rela...

• Hong Kong
• Negotiable
• Posted about 1 month ago

Key responsibilities include: Lead the team, provide coaching, training and guidance to the team on daily trust business to ensure successful trust services Develop and execute business goals, strategy and objectives to grow and promote trust business Provide professional advice, develop and main...

• Hong Kong
• Negotiable
• Posted about 1 month ago

The Responsibilities Include: Assist in the administration of a portfolio of trusts and underlying companies, setting up of trust structures and maintain proper files Handle daily on-going administration, maintaining an updated database and perform periodic reviews Act as point of contact for and...

• Hong Kong
• Negotiable
• Posted about 1 month ago

The Responsibilities Include: To achieve and exceed personal sales targets To develop new business and leads by attending industry events, networking, building relationships and exploring all industry sectors for new client sourcing To manage the entire sales cycle from inception to on-boarding T...

• Shanghai
• Negotiable
• Posted about 1 month ago

The Responsibilities Include: To understand HNW clients' (with a focus on China) needs and recommend suitable wealth structuring and succession planning solutions, incl. philantropy, family office, marketing events To monitor trends in the wealth planning industry, communicate those and implement...

• Hong Kong
• Negotiable
• Posted about 1 month ago

The Responsibilities Include: To build strong and trusting relationship with external advisers, bankers, insurance intermediaries and new clients proactively To develop trust structuring solutions and effectively close new trusts and other business To setup new trusts including drafting and revie...

• Hong Kong
• Negotiable
• Posted about 2 months ago

My client is an international private bank looking for a Head of ARM position for HK. Duties Manage a team of 50 ARM including a couple ARM team leaders Work closely with the Global head of ARM and COO, and reports into the Regional Head of Private banking. Provide training including complaint ma...

• Hong Kong
• Negotiable
• Posted about 2 months ago

The Responsibilities Include: Assisting with the supervision of the trust administration team Providing coaching, training and guidance to the team on daily trust business to ensure successful trust services Handle a full suite of administration duties of various types of trust structures Assisti...

• Hong Kong
• Negotiable
• Posted about 2 months ago

The Responsibilities Include: Business development and clients acquisitions to achieve annual sales target Be able to apply and explain various alternative estate planning structures and solutions to Private Banking clients on estate planning needs and enquiries Travelling with and assisting Rela...

• Hong Kong
• Negotiable
• Posted about 2 months ago

The Responsibilities Include: To build strong and trusting relationship with external advisers, bankers, insurance intermediaries and new clients proactively To develop trust structuring solutions and effectively close new trusts and other business To setup new trusts including drafting and revie...

• Hong Kong
• Negotiable
• Posted about 2 months ago

Key responsibilities include: Lead the team, provide coaching, training and guidance to the team on daily trust business to ensure successful trust services Develop and execute business goals, strategy and objectives to grow and promote trust business Provide professional advice, develop and main...

• Shanghai
• Negotiable
• Posted about 2 months ago

The Responsibilities Include: To understand HNW clients' (with a focus on China) needs and recommend suitable wealth structuring and succession planning solutions, incl. philantropy, family office, marketing events To monitor trends in the wealth planning industry, communicate those and implement...

• Hong Kong
• Negotiable
• Posted about 2 months ago

The Responsibilities Include: To achieve and exceed personal sales targets To develop new business and leads by attending industry events, networking, building relationships and exploring all industry sectors for new client sourcing To manage the entire sales cycle from inception to on-boarding T...

• Singapore
• Negotiable
• Posted about 2 months ago

Responsibilities Predominately cover FX, handle trades independently, and collaborate with relevant business units. Work closely with RMs/ICs/External clients for timely executions. Handle margin monitoring for FX accounts and market wraps. Requirements Minimum 5-8 years of relevant experience in...

• Hong Kong
• Negotiable
• Posted about 2 months ago

My client is an international private bank that takes a major focus and share on Asia market, they are looking for a senior IC to join their team. Requirements: over 10 years of experience in investment advisory or portfolio management, ideally with Private banking background. Cantonese, Mandarin...

• Hong Kong
• Negotiable
• Posted about 2 months ago

My client is a European private bank that takes a major focus and share on Asia market, they are looking for a Director level IC to join their team. Requirements: over 8 years of experience in investment advisory or portfolio management, ideally with Private banking background. Cantonese, Mandari...

• Hong Kong
• Negotiable
• Posted about 2 months ago

My client is a well-established firm that shares a strong connect with Mainland China. They are looking for an IC to join their PWM team. My client shares a strong connection with Mainland China clients, they would be expecting the IC to approach new clients who are referred into the firm, and pr...

• Hong Kong
• Negotiable
• Posted about 2 months ago

My client is an international private bank that takes a major focus and share on Asia market, they are looking for a senior IC to join their team. Requirements: over 12 years of experience in investment advisory or portfolio management, ideally with Private banking background. Cantonese, Mandarin...

• Hong Kong
• Negotiable
• Posted about 2 months ago

Responsibilities: This role covers client activity in fixed income cash trading and advisory. This position will be part of Execution Team reporting to the Head of Cross-Asset Cash Execution and be involved in covering private clients directly. Delivering ideas and trade recommendations; whilst p...

• Hong Kong
• Negotiable
• Posted about 2 months ago

Job Description & Responsibilities: Support relationship managers in new accounts opening Support relationship managers for ongoing servicing of existing accounts Handle clients' requests and instructions directly with professional manner Handle pre-trade client suitability assessments and post-t...

• Hong Kong
• Negotiable
• Posted about 2 months ago

Job Description & Responsibilities: Support relationship managers in new accounts opening Support relationship managers for ongoing servicing of existing accounts Handle clients' requests and instructions directly with professional manner Handle pre-trade client suitability assessments and post-t...

• Hong Kong
• Negotiable
• Posted about 2 months ago

The Responsibilities Include: To build strong and trusting relationship with external advisers, bankers, insurance intermediaries and new clients proactively To develop trust structuring solutions and effectively close new trusts and other business To setup new trusts including drafting and revie...

• Singapore
• Negotiable
• Posted about 2 months ago

Responsibilities Work closely with RMs and IA/ICs to pitch and distribute Alternative Investments and Private Markets products to clients. Be able to build a strong rapport with clients, and continue to provide a high level of service after-sale. Conduct portfolio reviews, allocation, and executi...