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.

If you are a candidate, please Register your CV and get discovered for all relevant roles.โ€‹

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โ€‹โ€‹If you are a client looking to source the best talent, please Register Your Vacancy or Request a Call back.


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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

Senior Private Banker - Multi Family Office

Our client is a Global Multi-Family Office, with offices across the globe. As an expansion of the HK office, they are looking to add an experienced Relationship Managers / Private Bankers to join their team. Duties: Develop new business with new and existing clients, with a focus on bringing in new clients and new assets, building and sustaining long-term relationships Work closely with the Investment Manager to develop a bespoke investment strategies with clients Act as a "Single Point of Contact" of the family office with an efficient access to a network of specialists Maximize client assets and revenues from its AUM Requirements: 10+ years of working experience in private banking sector Proven track record in client acquisition, asset gathering, asset growth and revenue generation Excellent communication and negotiation skills Fluent in both English and Mandarin

HK$1000000 - HK$1500000 per annum
Hong Kong
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Estate Planning Consultant - AVP

Job Responsibilities: Cultivate relationships with referral sources within designated territories of EPCs (Estate Planning Counselors). Collaborate with referral sources to identify and assess potential prospects for the Company's planning and life insurance products. Arrange client meetings in accordance with solicitation guidelines and client availability. Deliver presentations on the Company's planning concepts and life insurance products to prospects. Track, oversee, and follow up on prospective client engagements, including planning, meetings, and correspondence, ensuring accurate documentation in the system. Engage in relevant marketing activities as required. Utilize the Company's sales management systems and adhere to all solicitation and compliance standards.

Negotiable
Malaysia
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Partnerships Sales Development Manager

Job Responsibilities: Identify and engage potential partners across clubs, associations, communities, and corporate sectors in Singapore. Formulate and implement a comprehensive partnership strategy to expand sales channels effectively. Cultivate and manage strong relationships with key stakeholders and decision-makers in targeted organizations. Collaborate cross-functionally with teams in marketing, product development, and sales to craft compelling partnership proposals and presentations. Negotiate and formalize partnership agreements, ensuring terms are mutually advantageous. Monitor and assess partnership performance, delivering regular reports and insights to senior management. Keep abreast of industry trends, competitor activities, and market opportunities to optimize partnership strategies continuously. Represent the company at industry events, conferences, and meetings to enhance brand visibility and foster relationships with potential partners.

Negotiable
Singapore
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Wealth Management Relationship Manager

About The Job Overview of role Sourcing and on boarding of new offshore clients Understand needs, objectives and risk profile of clients Advise clients on investment ideas / opportunities and other wealth management services and ensure investment suitability and timely execution Key duties Build-up, maintain and expand a network of clients, introducing them to the company and Wealth Management platform Provide exceptional advice, service and appropriate recommendations to clients with focus on understanding their needs, objectives and risk tolerance. Develop personalised wealth management solutions and investment ideas

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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Business Management, International Private Bank

My client is a prestige Private Bank with headquarter in Europe. To support their expansion, the are now adding a new headcount to their Business Management team. Duties: Support the business head and participate in strategy design and execution Prepare management reporting to analysis sales performance and present the data to senior management Participate in new product launch and ensure that all policies and procedures are complied with regulatory requirements Represent Business for Group Audit/Compliance Testing/Thematic Reviews Requirements: 6+ years of working experience in private banking sector, especially in business management Good stakeholder management skill Sound knowledge in private banking investment products Strong presentation and communication skills Proficient in Microsoft excel Excellent language proficiency

HK$600000 - HK$720000 per annum
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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Insurance Product Wealth Planner - Private Bank

Our client, a private bank is looking to add an insurance focused wealth planner to join their team in either Singapore or Hong Kong. Responsibilities: Develop comprehensive financial plans for high-net-worth private banking clients, with a focus on insurance and risk management strategies Analyze clients' current insurance coverage, risk tolerance, and long-term financial goals to recommend appropriate life, health, and general insurance products Work closely with clients to understand their unique needs and priorities, and tailor insurance and investment solutions accordingly Educate clients on the benefits and features of various insurance products, including whole life, universal life, term life, critical illness, and disability insurance Collaborate with the bank's insurance partners to source competitive insurance policies and packages for clients Monitor clients' insurance and investment portfolios, and proactively suggest adjustments to ensure alignment with their evolving financial objectives Maintain strong relationships with clients through regular reviews and responsive service Contribute to the development and implementation of the bank's insurance-related wealth management strategies Comply with all relevant regulations, internal policies, and industry best practices Requirements: Bachelor's degree, preferably in finance, economics, or a related field Minimum 5 years of experience in the financial services industry, with a strong focus on insurance and wealth planning Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) certification preferred Thorough understanding of insurance products, including life, health, and general insurance Proven track record of providing comprehensive financial planning and investment advisory services to high-net-worth clients Excellent communication and interpersonal skills, with the ability to explain complex financial concepts in a clear and engaging manner Strong analytical and problem-solving skills, with the ability to think strategically and provide tailored solutions Fluency in English and Mandarin Chinese (or other relevant languages) is highly desirable

S$150000 - S$250001 per annum
Singapore
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VP - Strategic Asset Allocation

We are currently representing a brand new a Multi Family Office who are looking to add an experienced Technical Investment Individual to their team here in London. The Candidate Excellent Academics, graduating from top Universities in relevant fields. MBA, CFA, or equivalent advanced degree/certification preferred. 6-10 years' experience, in strategic asset allocation, portfolio management, or investment advisory roles, preferably within a family office or private wealth management environment. Strong analytical skills, with the ability to interpret complex financial data and market trends. Excellent communication and presentation skills, with the ability to articulate investment strategies and performance to clients clearly and confidently. Proven track record of building and maintaining client relationships. The Role Develop and implement strategic asset allocation strategies to optimise client portfolios, considering market conditions, economic forecasts, and investment goals. Conduct thorough market research & analysis to identify investment opportunities and risks across various asset classes, including alternatives and ETFs. Construct, manage, monitor performance of client portfolios, ensuring alignment with their objectives and risk tolerance. Provide expert advice and recommendations to clients on strategic asset allocation. Implement strategies to mitigate potential portfolio risks and ensure the stability and growth of assets. Build and maintain strong relationships with clients, providing tailored investment solutions. Prepare and present investment reports & performance reviews to clients, articulating the rationale behind strategic decisions and portfolio performance. Ensure all investment activities comply with regulatory requirements.

Negotiable
London
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Asset Manager Fund Controller

Your role as an Asset Management Fund Controller will allow you to develop a deep understanding of offshore fund structures, accounting and process. You will have the opportunity to contribute to different fund driven projects as well as participate in industry initiatives and technical accounting reviews. We seek a bright person to join our Controllers team, who is keen to use and develop their technical accounting skills to provide high quality reporting and analysis in a challenging and varied environment. Responsibilities Supervision and assessment of Fund Administrators, including evaluation of NAVs, service quality, and additional projects Overseeing the launch and closure of funds/share classes and other initiatives Monitoring and reconciling budgets and expenses Calculating dividend distributions Creating analytical reports for Management, Fund Boards, and other stakeholders Coordinating various initiatives with Fund Administrators Actively seeking opportunities to enhance workflows, utilize technology, and ensure reporting information integrity Developing and improving systems and applications Qualifications Degree in Finance, Economics or related field. Experience in Asset Management Technical accounting knowledge in your current area of expertise Experience in preparing audited financial statements is a plus A track record of improving processes and adding value to clients/stakeholders Proven history of working with deadlines Strong analytical skills Personal drive and motivation Team player and great communication skills

Negotiable
Gemeente Den Haag
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Trust Administrator

Responsibilities: Manage a portfolio of trusts, ensuring compliance with relevant laws and regulations Provide expert advice to clients on trust structures and related services Develop and maintain strong relationships with clients, understanding their needs and objectives Work closely with other teams, including legal and compliance, to ensure effective delivery of services Prepare and review trust documentation, including trust deeds, resolutions, and other legal documents Requirements: A degree in law, finance, or a related discipline At least 5 years of experience in trust management or related services Ideally STEP qualifications. Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and colleagues Abilitiy to speak and write in English and Mandarin, highly preferred. Strong analytical and problem-solving skills

Negotiable
Singapore
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Trust Director - Team Leader

As a Trust Director, you will be responsible for managing a team of trust professionals and providing expert advice to clients on trust structures and related services. Responsibilities: Manage a team of trust professionals, providing leadership and guidance on trust management and related services Develop and maintain strong relationships with clients, understanding their needs and objectives Provide expert advice to clients on trust structures and related services Prepare and review trust documentation, including trust deeds, resolutions, and other legal documents Monitor and review the performance of underlying assets and investments Identify and manage potential risks associated with the trust structures Keep up-to-date with changes in relevant laws and regulations, and provide guidance to clients and colleagues Work closely with other teams, including legal and compliance, to ensure effective delivery of services Requirements: A degree in law, finance, or a related discipline At least 10 years of experience in trust management or related services, with at least 5 years in a managerial role Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and colleagues Fluency in English, Cantonese and Mandarin

HK$900000 - HK$1250000 per annum
Hong Kong
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