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.

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Benefits of working with Selby Jennings team

We are a specialist talent partner. Among the many benefits of working with Selby Jenningsโ€™ global g team are:

Experience

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

โ€‹Network

A vast, global network of the best, in-demand professionals, working with the worldโ€™s largest financial institutions to innovative fintech start-ups and beyond.โ€‹

โ€‹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.

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Wealth Management Jobs

Private Banker - APAC Market

Job Title: Private Banker Location: Dubai Company: International Bank with Booking Centres in Dubai, Singapore, and London About the Role: An exciting opportunity has arisen for an experienced Private Banker to join a prestigious international bank. This role is based in Dubai and involves relocating to the city. The bank is embarking on a significant project to establish an entire APAC team in Dubai, and they are seeking a dynamic individual to be a part of this initiative. Key Responsibilities: Business Development: Proactively identify and cultivate new business opportunities, leveraging your extensive network and industry knowledge. Client Acquisition: Bring your own portfolio of clients and expand the bank's client base within the APAC region. Relationship Management: Provide exceptional service to high-net-worth individuals, ensuring their financial needs are met with tailored solutions. Market Expertise: Utilise your deep understanding of the APAC private client market to offer strategic advice and insights. Qualifications: Proven track record in private banking, with a focus on business development and client acquisition. Strong knowledge of the APAC private client market. Excellent communication and interpersonal skills. Ability to thrive in a fast-paced, dynamic environment. Benefits: Competitive salary and performance-based incentives. Comprehensive relocation package. Opportunity to be part of a pioneering project in a leading financial hub. Professional growth and development within a global organisation. How to Apply: Interested candidates are invited to submit their resume and cover letter with the subject line "Private Banker Application - Dubai."

Negotiable
Dubai
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Client Services Associate

Job Title: Client Services Associate Location (Hybrid): New York, NY Job Type: Full-time Compensation: $105,000 - $115,000 base salary + discretionary bonus About Our Client: Join a distinguished financial services firm celebrated for its expertise in wealth management for high-net-worth individuals and institutions. Our client offers a comprehensive range of financial services, including investment management, retirement planning, and estate planning. Their mission is to provide personalized, innovative strategies that empower clients to achieve their financial goals and secure their future. Key Responsibilities: Client Relationship Management: Serve as the primary point of contact for clients, addressing inquiries and providing exceptional service. Account Maintenance: Assist with account setup, updates, and maintenance, ensuring all client information is accurate and up-to-date. Financial Documentation: Prepare and manage financial documents, including statements, reports, and correspondence. Support Services: Collaborate with financial advisors to support client needs, including scheduling meetings and preparing materials. Compliance and Reporting: Ensure all activities comply with regulatory requirements and assist with internal reporting. Problem Resolution: Address and resolve client issues promptly, escalating to senior staff when necessary. Qualifications: Educational Background: BS in Finance, Accounting, or a related field Experience: 3 years of experience in Client Services Product Knowledge: MUST have experience in Wealth Management, 401ks, trusts, IRAs, and/or high-net worth clients Preferred Qualifications: FINRA Licenses: Series 7, Series 63, Series 66 Certifications: CFP or CFA Our client is interviewing fast-don't miss out on this exciting opportunity! Click apply now!

US$105000 - US$115000 per year
Manhattan
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Assistant Relationship Manager - Private Bank (China Team)

My client is an established private bank with a stable environment and strong brand name. Here is a rare opportunity to join their front line team as an ARM. Duties: Serve as the primary point of contact for clients, addressing enquiries and instructions promptly. Build and maintain strong client relationships to ensure satisfaction and retention. Act as a gatekeeper for AML, KYC, and product suitability processes. Ensure full compliance with sales processes. Provide comprehensive support to Relationship Managers, including maintaining and updating client transaction records, scheduling appointments, preparing correspondence, making travel arrangements, arranging meetings and receptions, producing presentation materials, and collecting and preparing product and marketing materials. Executing a broad range of banking and investment task accurately and on a timely basis Requirements: 8 years in client service in private banks good knowledge of financial products. Team player with good communication and computer skills. Fluent in Mandarin for Greater China Markets.

HK$480000 - HK$800000 per annum
Hong Kong
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M&A Consultant

Derzeit sucht eine renommierte Wirtschaftsprรผfungsgesellschaft mit Sitz in Bayern eine/n M&A Consultant. Diese beraten und unterstรผtzen nationale und internationale Mandanten bei anspruchsvollen wirtschaftlichen und steuerlichen Fragestellungen. Schwerpunkt liegt auf den Bereichen Wirtschaftsprรผfung, Steuerberatung, Unternehmensbewertung sowie Mergers & Acquisitions (M&A). Das interdisziplinรคre Team besteht aus erfahrenen Experten, die groรŸen Wert auf Qualitรคt, Innovation und eine enge Zusammenarbeit mit unseren Mandanten legen. Deine Aufgaben Als Teil unseres Transaktions-Teams wirkst du bei Unternehmenstransaktionen auf der Verkaufs- oder Kaufseite mit. Dabei unterstรผtzt du unsere nationalen und internationalen Mandanten in den Bereichen M&A, Unternehmensbewertung und Unternehmensรผbernahmen. Du begleitest Due-Diligence-Prรผfungen im Bereich โ€žFinancial", erstellst relevante Berichte, fรผhrst Unternehmensbewertungen durch und verfasst Stellungnahmen zu komplexen betriebswirtschaftlichen Themen. Du arbeitest mit einem breit gefรคcherten Mandantenstamm, der sowohl PrivateEquity-Investoren, mittelstรคndische Familienunternehmen als auch internationale Konzerne umfasst. In enger Zusammenarbeit mit unseren M&A-Rechtsberatern und Steuerexperten bist du Teil eines interdisziplinรคren Teams. Was du mitbringst Ein abgeschlossenes Studium in Betriebswirtschaft, einem MINT-Fach (Bachelor oder Master) oder einem vergleichbaren internationalen Abschluss. Idealerweise hast du dich wรคhrend deines Studiums auf Corporate Finance, Wirtschaftsprรผfung, Rechnungswesen oder Controlling spezialisiert. Praktische Erfahrung im Bereich M&A ist von Vorteil, aber auch Einsteiger mit einer hohen Lernbereitschaft sind willkommen. Du begeisterst dich fรผr bilanziellen und betriebswirtschaftlichen Fragestellungen und besitzt ausgeprรคgte analytische und konzeptionelle Fรคhigkeiten. Sichere Kenntnisse in Analyseprogrammen wie Excel, Knime/Alteryx oder Power BI zeichnen dich aus. Du bist kommunikativ, teamorientiert und hast Freude an der Zusammenarbeit mit internationalen Mandanten. Was wir dir bieten Eine abwechslungsreiche Tรคtigkeit mit spannenden Projekten in einem dynamischen und wachstumsorientierten Umfeld. Flache Hierarchien und eine offene Unternehmenskultur, in der deine Ideen geschรคtzt werden. Ein professionelles und kollegiales Team, das dich bei deinem Einstieg unterstรผtzt und deine Weiterentwicklung fรถrdert. Die Mรถglichkeit, von Anfang an Verantwortung zu รผbernehmen und dein Wissen in einem interdisziplinรคren Umfeld einzubringen. Flexible Arbeitsmodelle und attraktive Weiterbildungsangebote, um deine Karriere voranzutreiben. Bewirb dich bei Interesse gerne unter dem beistehenden Link.

Negotiable
Deggendorf
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Senior Manager, Client Accounting - Trust Compay

We are working with a large trust company in Hong Kong, hiring a Senior Manager to lead their Client Accounting team. Responsibilities Oversee the overall management of Hong Kong client accounting services, maintaining high service standards. Ensure the quality and timeliness of all financial reports prepared by the client accounting teams. Review complex financial reports as necessary. Maintain close communication with the Senior Management to ensure timely allocation of resources. Manage relationships with auditors, tax accountants, and clients as needed. Manage all internal and external client accounting deadlines for Hong Kong. Track weekly, monthly, and quarterly reports for management regarding client accounting tasks, deadlines, and progress. Oversee key performance indicators, staff performance appraisals, and development of client accounting team members, including identifying training requirements. Ensure adherence to policies and procedures, including vPoint database management and workflow monitoring. Requirements 15+ years of relevant experience, preferably within an audit firm, bank, or trust/corporate service-related practice. CPA, ACCA, or equivalent accounting qualification. Proven track record of managing a team of accounting professionals. Excellent communication skills in English, both verbal and written. Proficiency in Cantonese and/or Mandarin Chinese is desirable. Strong attention to detail, ability to manage multiple tasks, and work under pressure.

Negotiable
Hong Kong
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(Senior) Manager (m/w/d) Internal Audit

(Senior) Manager (m/w/d) Internal Audit Location: Hamburg Unser Mandant bietet attraktive Investitionsmรถglichkeiten, die die globale Dekarbonisierung vorantreiben. Mit Spezialisierung auf saubere Energie, grรผne Infrastruktur und nachhaltige Immobilien entwickeln sie maรŸgeschneiderte Fondsvehikel und Investmentlรถsungen mit Fokus auf Nachhaltigkeit. Ihre Ziel ist es, einer der fรผhrenden Vermรถgensverwalter fรผr nachhaltige Anlagestrategien in Europa mit globaler Reichweite zu werden. Dein Aufgabenprofil: * Vorbereitung und Durchfรผhrung von risiko- und prozessorientierten Revisionsprรผfungen in den Geschรคftsbereichen des Unternehmens im In- und Ausland * Bewertung der Angemessenheit und Wirksamkeit des internen Kontrollsystems sowie Aufzeigen von Verbesserungsmรถglichkeiten * Bewertung der Umsetzung von regulatorischen Anforderungen * Erstellung von prรคzisen, aussagekrรคftigen Revisionsberichten und Anfertigung der Prรผfungsdokumentation * รœberwachung der sachgerechten Umsetzung von vereinbarten MaรŸnahmen (Follow-up) * Mitgestaltung der Weiterentwicklung von Revisionsinstrumenten und -methoden Unser Anforderungsprofil: * Erfolgreich abgeschlossenes betriebswirtschaftliches oder rechtswissenschaftliches Studium * 4-5 Jahre Berufserfahrung in der internen Revision eines Finanzdienstleistungsunternehmens oder in einer Wirtschaftsprรผfungsgesellschaft * Verstรคndnis in den Prรผfungsgebieten Compliance und Anti-Money Loundering/CFT wรผnschenswert. * Schnelle Auffassungsgabe sowie Begeisterung an der Analyse und Bearbeitung komplexer Sachverhalte * Hohes MaรŸ an Engagement sowie ausgeprรคgte effektive, strukturierte und zielorientierte Arbeitsweise * Kommunikations- und Durchsetzungsstรคrke, sicheres und souverรคnes Auftreten, Konfliktfรคhigkeit * Hohes MaรŸ an Integritรคt sowie ausgeprรคgte Teamfรคhigkeit * Sehr gute Kommunikationsfรคhigkeit in Deutsch und Englisch

โ‚ฌ75000 - โ‚ฌ100000 per annum
Hamburg
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Assistant Relationship Manager - Int'l Private Bank

Our client is an international PB dedicated to providing exceptional services to their clients. As part of the expansion, they are now adding an additional Assistant Relationship Manager to join the team in Singapore. Job Description: Support Relationship Managers in managing and growing client portfolios. Assist in the on-boarding process of new clients, gathering all necessary documentation and ensuring compliance with regulatory requirements. Respond promptly to client inquiries and requests, providing effective solutions and ensuring a high level of client satisfaction. Conduct regular reviews and assessments of client portfolios to ensure alignment with their financial goals and risk tolerance. Requirements: 4+ years of working experience as ARM in private banking sector CACS Paper 1&2 Good knowledge of investments, banking products, operational procedures and systems Excellent interpersonal, communication, work organisation and client interfacing skills Strong language proficiency - including Mandarin and English

S$80000 - S$120000 per annum
Singapore
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Private Banker - International Private Bank

My client is a prestige European private bank with attractive remuneration package and friendly company culture. To cope with the expansion of the business, they are hiring multiple RMs to join their front line team. Duties: Develop and maintain strong relationships with high-net-worth or ultra clients. Provide comprehensive wealth management services. Identify and pursue new business opportunities. Create and implement customized financial plans. Ensure compliance with regulatory requirements. Collaborate with internal teams for seamless client service. Qualifications: Bachelor's degree in Finance, Business, or related field; MBA or CFA preferred. 10+ years in private banking or wealth management. Strong understanding of financial markets and investment strategies. Excellent interpersonal and communication skills.

HK$1200000 - HK$1600000 per annum
Hong Kong
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Assistant Relationship Manager - EAM (Int'l market)

My client is an established EAM with strong presence in Asia. To cope with the expansion of the business, they are hiring a professional ARM to join their front line team. Duties: Support relationship managers in new accounts opening and ongoing servicing of existing accounts Handle pre-trade client suitability assessments and post-trade documentations Provide investment products support to relationship managers e.g. investment proposal, ideas collection, presentation materials for prospective investors and existing clients Execute trades on multiple asset classes Requirements: 3+ years of working experience in private banking sector Sound capital market, investment and products knowledge Excellent interpersonal, communication, work organisation and client interfacing skills Strong language proficiency, including English, Mandarin and Cantonese SFC Type 1, 4 and 9 License

HK$480000 - HK$600000 per annum
Hong Kong
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Assistant Relationship Manager - International PB

My client is a prestige European private bank with friendly company culture and a supportive environment. 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: 4+ 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, including English, Mandarin and Cantonese

HK$480000 - HK$600000 per annum
Hong Kong
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Tax Manager / Director

Selby Jennings is partnered with a business management firm serving high net-worth clients in the sports and entertainment industry - They are rapidly expanding and looking to bring on a Tax Manager / Director - Responsibilities Include: Preparation and review of complex income tax returns including but not limited to Corporations, S Corporations, Partnerships, Annual Business, Exempt Organization, and Individual Returns Assign, track and manage tasks and projects to Tax Staff Assist in review and oversight over the reporting of 1099s Facilitation of entity creation and dissolution procedures including attainment of Articles of Incorporation, organizational documents, FEIN applications and 2553s Preferred Qualifications: BS in Accounting, Finance or Economics CPA Preferred Experience using QuickBooks and Excel 7-10+ years of experience in a Tax practice

US$150000 - US$225000 per year
West Hollywood
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Tax Manager

Selby Jennings is partnered with a business management firm serving high net-worth clients in the sports and entertainment industry - They are rapidly expanding and looking to bring on a Tax Manager - Responsibilities Include: Preparation and review of complex income tax returns including but not limited to Corporations, S Corporations, Partnerships, Annual Business, Exempt Organization, and Individual Returns Assign, track and manage tasks and projects to Tax Staff Assist in review and oversight over the reporting of 1099s Facilitation of entity creation and dissolution procedures including attainment of Articles of Incorporation, organizational documents, FEIN applications and 2553s Preferred Qualifications: BS in Accounting, Finance or Economics CPA Preferred Experience using QuickBooks and Excel 7+ years of experience in a Tax practice

US$120000 - US$170000 per year
Nashville
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