Wealth Management

Wealth Management

Selby Jennings: Your Premier Partner for Wealth Management Talent in Hong Kong

As a leading recruiter specializing in financial sciences & services, Selby Jennings takes the lead in connecting top talent with wealth management opportunities. Our global wealth management team operates from offices across three continents, offering comprehensive permanent, contract, and multi-hire recruitment solutions.

For nearly two decades, our clients and candidates in Hong Kong have entrusted us with their specialist private wealth management recruitment needs, knowing their processes are in capable hands. With a surge in affluent individuals and continuous advancements in the Fintech market, the demand for skilled industry professionals is at an all-time high.

Through streamlining processes and empowering workforces with upskilling initiatives, we help enterprises stay at the cutting edge by adopting flexible work models. Our guidance and expertise assist business leaders in seizing opportune moments and making informed decisions. Additionally, we provide invaluable insights to wealth management professionals, enabling them to benchmark benefits packages and salaries, while also supporting them through significant career transitions.

Whether you seek to secure the very best wealth management talent for your organization or you're a professional looking for exciting wealth management jobs in Hong Kong, the Selby Jennings Wealth Management advisory team is dedicated to connecting exceptional talent with industry-leading clients. Trust Selby Jennings to be your gateway to success in the dynamic and competitive world of wealth management in Hong Kong.

Benefits of working with Selby Jennings team

We are a specialist talent partner. Among the many benefits of working with Selby Jennings’ global g team are:

Experience

We have nearly 20 years of experience as a leading recruiter in financial sciences & services.

​Network

A vast, global network of the best, in-demand professionals, working with the world’s largest financial institutions to innovative fintech start-ups and beyond.​

​Knowledge

Our award-winning talent specialists offer bespoke, tailored guidance on the latest hiring trends and industry news to help you achieve your goals.

At Selby Jennings, we believe in fostering long-term partnerships based on trust, integrity, and mutual success. We strive to provide personalized solutions tailored to your specific requirements, offering flexible options to accommodate your preferences. Whether you need to fill critical positions quickly or are seeking strategic talent acquisition solutions, we have the resources and expertise to deliver results. Submit your vacancy to us today.

Take the first step towards overcoming your talent shortage today by completing the form. Our team looks forward to speaking with you to explore how we can partner with your organization to meet your recruitment needs efficiently and effectively.

Wealth Management Jobs

Assistant Relationship Manager - Foreign PB (Chinese speaking)

My client is a prestige European private bank with footprint across the globe. To cope with the expansion of the business, they are hiring a professional ARM to join their front line team. Duties: Support relationship managers by providing high-quality service delivery to High Net Worth clients Executing a broad range of banking and investment task accurately and on a timely basis Ensure that all applications are complied with company policy and regulatory requirements Responsible for account opening, perform KYC and due diligence, and work with internal departments to process account opening Requirements: 5+ years of working experience in private banking sector Solid experience in serving high net-worth clients Good knowledge of investments, banking products, operational procedures and systems Excellent interpersonal, communication, work organisation and client interfacing skills Strong language proficiency, especially in Mandarin

HK$500000 - HK$700000 per annum
Hong Kong
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Assistant Relationship Manager - International Private Bank

My client is a Swiss-based private bank with strong presence across the APAC region. To cope with the expansion of the business, they are hiring a professional ARM to join their front line team. Duties: Support relationship managers by providing high-quality service delivery to High Net Worth clients Executing a broad range of banking and investment task accurately and on a timely basis Ensure that all applications are complied with company policy and regulatory requirements Responsible for account opening, perform KYC and due diligence, and work with internal departments to process account opening Requirements: 6+ years of working experience in private banking sector Solid experience in serving high net-worth clients Good knowledge of investments, banking products, operational procedures and systems Excellent interpersonal, communication, work organisation and client interfacing skills Strong language proficiency, verbal and written English

S$90000 - S$110000 per annum
Singapore
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Senior Controller m/f/d

Tasks: *Ensure that all financial transactions are properly recorded, filed, and reported. *Prepare monthly and annual reports to identify results, trends, and financial forecasts in accordance with FRV practice. *Entering supplier invoices and GL transactions in SAP. *Reconciliation of general ledger accounts in accordance with German accounting standards (HGB) and IFRS. *Provide monthly variance analysis and comments on significant deviations from the budget/forecast. *Manage cash flow by tracking transactions and regularly reviewing internal reports. *Coordinating and monitoring the timely processing of payroll by an outsourced accounting firm. *Liaise with the Tax advisor and support in the preparation of various types of local tax returns and compliance (VAT, Income Tax, Withholding taxes). *Preparation of the year end statutory Financial Statement using DATEV. Profile: * Bachelor's degree or Master's degree in accounting, business, economics, finance, or in alternative a completed training as a certified accountant (professional certification). * +5 years of experience in a similar role in an international business environment. * Sound knowledge of accounting (HGB and IFRS). * Experience in working with DATEV and with SAP FI/CO * Business fluent in written and spoken German and English

Negotiable
Germany
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Tax Specialist - Private Banking

Our client is a leading private bank who are looking to expand their tax and private client team in Hong Kong. Job Description Support Relationship Managers in providing tax consulting service to high net-worth individuals and contribute to customer retention and growth; Advise clients in the context of an international taxation environment spanning across mainland China, Hong Kong SAR, U.S., Canada, Australia, Singapore, etc.; Identify and assess client needs, offering insights regarding the use of trusts, companies, partnerships, insurance and other tools from a tax perspective; Provide individual tax planning for cross-border movement of senior executives, address foreign national / expatriate issues, lead multiple-country tax analyses; Collaborate closely with sales teams on managing a portfolio of clients, and provide after-sale consulting; Job Requirements Degree holder in Business, Accounting, Finance or related disciplines. MBA degree holder is an advantage. Minimum 5 years of experience in tax department of leading accounting firms. Solid experience in private banking industry is an advantage. Knowledge of individual income tax regulations in China. Extensive knowledge of major countries/regions' individual income tax regulations. Comprehensive knowledge of tax planning for HNWI in the context of international taxation environment. Fluent in spoken Mandarin and English

HK$600000 - HK$1200001 per annum
Hong Kong
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IT Security Specialist (m/f/d)

My client is a Private Bank based in Zurich looking for a German speaking IT Security Specialist to join their team. Please find details below; Your Role: Serve as the main contact point for technical questions and potential security incidents. Implement technical solutions based on reports from our Cyber Defense Center (CDC), including addressing vulnerabilities and responding to security incident alerts like phishing attacks. Strengthen the security of our systems by regularly reviewing and enhancing their defenses. Keep an eye on our external services to ensure they remain secure. Identify and report on security and compliance risks in our IT infrastructure to the IT manager/CISO. Continuously review user permissions to maintain proper access controls. Regularly assess and improve our Business Continuity Management/Disaster Recovery (BCM/DR) plan. Plan, execute, and oversee projects and security measures. Maintain our ICT documentation. Take the lead in setting up, configuring, and monitoring our technical infrastructure, including tools like Palo Alto Firewall, Cisco Tetration, and various security appliances. Provide support to the team on day-to-day operations and project-related tasks. Your Profile: Professional experience in the ICT enterprise environment: Demonstrated experience working in information and communication technology (ICT) within a corporate setting, preferably with exposure to various IT systems, networks, and infrastructure. Experience in secure engineering and security architecture: Proven track record in designing and implementing secure systems and architectures, including knowledge of industry best practices, security standards, and risk management frameworks. One or more certifications in the areas of security & compliance: Possession of relevant certifications such as Certified Information Systems Security Professional (CISSP), Certified Information Security Manager (CISM), Certified Ethical Hacker (CEH), or similar, indicating a strong understanding of security principles and compliance requirements. Strong service orientation combined with a high level of personal responsibility and independence: Ability to prioritize customer service while taking ownership of tasks and projects, demonstrating initiative and autonomy in problem-solving and decision-making. Fluent German and good written and spoken English skills: Proficiency in German, both written and spoken, along with proficient communication skills in English to effectively interact with colleagues, stakeholders, and vendors in an international environment. If you are interested in this role please reach out to me, Louise Bagge.

Negotiable
Zurich
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Partnerships Sales Development Manager

Key Responsibilities: * Identify potential partnership within communities and corporate organization. * Develop comprehensive partnership strategy to grow and build sales channels * Negotiate terms for potential partnership to ensure mutually beneficial outcome * Establish and expand sales channels through these partnerships, driving growth and revenue for the company.

Negotiable
Singapore
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Assistant Relationship Manager - Single Family Office

Reporting to the Chief of Staff, you will be responsible for the following duties: Client Support: Assist the relationship managers in providing comprehensive support to clients, including managing client inquiries, addressing account-related issues, and ensuring client satisfaction. Onboarding and Documentation: Coordinate the onboarding process for new clients, KYC, ensuring all necessary documents and information are collected, reviewed, and properly filed. Maintain accurate and up-to-date client records and documentation. Account Administration: Manage account opening, maintenance, and closing procedures. Oversee account transactions, including cash transfers, trade execution, and reconciliation. Compliance and Risk Management: Ensure compliance with regulatory requirements and internal policies. Assist in monitoring and managing risks associated with client accounts. English language capability

Negotiable
Hong Kong
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Global Multi Family Office RM

Global Multi Family Office Opportunity in Shanghai! A notable multi family office is seeking an exceptional candidate for the position of Relationship Manager. Established in Singapore in 2020 and having the fund management license issued by Monetary Authority Of Singapore (MAS), the company is committed to providing Asian entrepreneurs and ultra-high-net-worth clients with one-stop offshore financial services. At present, the Company has offices in Shanghai and Singapore and its business covers investment bank, external asset management, family office, private equity investment and family trust, etc. The ideal candidate will be responsible for farming high net worth individuals and ultra-high net worth clients by providing top-notch wealth management services. Responsibilities & Requirements Build strong business relationships with HNW (High Net Worth) and UHNW (Ultra-High Net Worth) individuals, understand their needs, and develop customized wealth management solutions. Excellent communication skills capable of presenting ideas persuasively both orally and in written form A Bachelor's degree or higher qualification, fluent in both Mandarin and English At least 5 years experience working within the wealth management industry Prior working experience in offshore asset management targeting HNW/UHNW

Negotiable
Shanghai
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Fund Product Specialist - European PB

My client is an established private bank is seeking to expand its business. They are now looking for a experienced Fund product specialist to diversified the product offerings and assist their expansion. Duties: Conduct research to identify market opportunities and generate fund product ideas Ensure product due diligence work is completed timely with quality Prepare and conduct roadshow to promote fund products and drive business growth initiatives Present product ideas and provide investment advices to ICs and RMs Requirements: 10+ years of working experience in private banking sector, especially in product specialist positions Strong knowledge in fund products, especially hedge fund, private equity Excellent communications and presentations skills Good team player

S$200 - S$250 per annum
Singapore
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Estate Planning Consultant - AVP

Job Description Cultivate strong partnerships with Private Bankers and other Referral Sources across designated territories. Identify and qualify potential prospects for the company's planning and life insurance offerings through collaboration with Private Bankers and Referral Sources. Conduct client meetings, both independently and in conjunction with Private Bankers, adhering to solicitation guidelines and client availability. Deliver presentations on the company's planning concepts and life insurance products to prospective clients. Maintain diligent tracking, management, and follow-up of prospective client situations. Participate in training sessions for Private Bankers and other Referral Source employees, ensuring ongoing awareness of the company's solutions and tailored concepts.

Negotiable
Kuala Lumpur
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Global Multi Family Office RM

Global Multi Family Office Opportunity in Shanghai! A notable multi family office is seeking an exceptional candidate for the position of Relationship Manager. Established in Singapore in 2020 and having the fund management license issued by Monetary Authority Of Singapore (MAS), the company is committed to providing Asian entrepreneurs and ultra-high-net-worth clients with one-stop offshore financial services. At present, the Company has offices in Shanghai and Singapore and its business covers investment bank, external asset management, family office, private equity investment and family trust, etc. The ideal candidate will be responsible for farming high net worth individuals and ultra-high net worth clients by providing top-notch wealth management services. Responsibilities & Requirements Build strong business relationships with HNW (High Net Worth) and UHNW (Ultra-High Net Worth) individuals, understand their needs, and develop customized wealth management solutions. Excellent communication skills capable of presenting ideas persuasively both orally and in written form A Bachelor's degree or higher qualification, fluent in both Mandarin and English At least 5 years experience working within the wealth management industry Prior working experience in offshore asset management targeting HNW/UHNW

Negotiable
Shanghai
Apply

Global Multi Family Office RM

Global Multi Family Office Opportunity in Shanghai! A notable multi family office is seeking an exceptional candidate for the position of Relationship Manager. Established in Singapore in 2020 and having the fund management license issued by Monetary Authority Of Singapore (MAS), the company is committed to providing Asian entrepreneurs and ultra-high-net-worth clients with one-stop offshore financial services. At present, the Company has offices in Shanghai and Singapore and its business covers investment bank, external asset management, family office, private equity investment and family trust, etc. The ideal candidate will be responsible for farming high net worth individuals and ultra-high net worth clients by providing top-notch wealth management services. Responsibilities & Requirements Build strong business relationships with HNW (High Net Worth) and UHNW (Ultra-High Net Worth) individuals, understand their needs, and develop customized wealth management solutions. Excellent communication skills capable of presenting ideas persuasively both orally and in written form A Bachelor's degree or higher qualification, fluent in both Mandarin and English At least 5 years experience working within the wealth management industry Prior working experience in offshore asset management targeting HNW/UHNW

Negotiable
Shanghai
Apply