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

Securities Private Banking Manager

Job responsibilities: Develop and implement a business plan for the private wealth team based on the overall development strategy of the company and department; Responsible for the business operations of the private wealth team, leading the team to achieve the operational targets set by the company; Lead the team to expand business, develop channels, improve organizational performance, promote the company's brand, and enhance the competitiveness of the private wealth team in the region and industry; Responsible for cultivating and guiding private wealth advisors and other members; Being able to complete team building, enhance team cohesion, and drive team development; Strictly abide by compliance regulations, and prevent and resolve business risks. Qualification: Bachelor's degree or above; Strong interest in the financial industry and wealth management business; Priority is given to work experience in retail/personal business in the financial industry; Possess certain knowledge of financial products and strong learning ability; Focusing on customers, passionate about sales and the financial industry, proactive and confident, with excellent communication and interpersonal skills; Possess fund qualification certificate and securities qualification certificate (could take the examination after onboarding) Priority will be given to those who have a deep understanding of the socio-economic situation in their region. Bonus points: Relevant experience in banking, securities/futures

Negotiable
Shanghai
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Deputy General Manager - Trust Company

Our client is a boutique trust company with several offices globally. They are looking for a Deputy General Manager to join their Hong Kong office in a new role. You will be responsible for supporting the Director in the daily operations of the Hong Kong office, whilst also occasionally supervising Group Senior Management. Other duties may include: Accounting and Finance Accounting and bank account opening function preparing quarterly management accounts for Group Finance. Compliance and Governance Appointment as Compliance Officer for the trust company operating business and updating of AML Client KYC policies. Management support in overall HK compliance function (operations and services) HR, IT & General Management Assume internal payroll & MPF administration, including Employer's Return Group HR liaison to formalize / update internal employee procedures (staff evaluation, expense policy, employee engagement documents) Requirements HKCPA (or equivalent) with 8+ years employment at senior positions in professional service sector (accounting, trust, co-sec or fund admin providers) with decision-making capacity and board level reporting. Knowledgeable in operating & reporting regulations relevant to governing TCSP services (current Hong Kong / international) with some familiarity in SFC and various IBC jurisdictions. Strong analytical skills to interpret financial data and new legal or regulatory requirements. Experience in organizational workflow / network development for change requirements due to growth or regulation.

HK$600000 - HK$1000000 per annum
Hong Kong
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Securities Private Banking Manager

Job responsibilities: Develop and implement a business plan for the private wealth team based on the overall development strategy of the company and department; Responsible for the business operations of the private wealth team, leading the team to achieve the operational targets set by the company; Lead the team to expand business, develop channels, improve organizational performance, promote the company's brand, and enhance the competitiveness of the private wealth team in the region and industry; Responsible for cultivating and guiding private wealth advisors and other members; Being able to complete team building, enhance team cohesion, and drive team development; Strictly abide by compliance regulations, and prevent and resolve business risks. Qualification: Bachelor's degree or above; Strong interest in the financial industry and wealth management business; Priority is given to work experience in retail/personal business in the financial industry; Possess certain knowledge of financial products and strong learning ability; Focusing on customers, passionate about sales and the financial industry, proactive and confident, with excellent communication and interpersonal skills; Possess fund qualification certificate and securities qualification certificate (could take the examination after onboarding) Priority will be given to those who have a deep understanding of the socio-economic situation in their region. Bonus points: Relevant experience in banking, securities/futures

Negotiable
Shanghai
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Senior Relationship Manager

Role Overview: As a Private Banker, you will play a pivotal role in providing bespoke financial solutions to esteemed clients. You'll work closely with ultra-high-net-worth individuals, understanding their unique needs, and tailoring investment strategies to help them achieve their financial goals. Responsibilities: Client Relationship Management: Develop and execute a comprehensive client acquisition strategy. Identify new business opportunities through referrals and networking. Understand client's financial objectives, risk tolerance, and investment preferences. Investment Advisory: Provide personalised investment advice, including asset allocation, portfolio construction, and risk management. Collaborate with our in-house research team to stay informed about market trends and investment opportunities. Wealth Planning: Work closely with clients to create comprehensive wealth management plans. Address estate planning, tax optimisation, and succession planning. Client Reporting: Prepare regular performance reports and updates for clients. Ensure transparency and clear communication regarding portfolio performance. Qualifications: Minimum 5 years of experience as a Private Banker, preferably within a family office or private banking environment. Proven track record of managing high-net-worth portfolios. Strong analytic skills and a deep understanding of financial markets. Fluency in English; additional languages (such as French or German) are advantageous.

Negotiable
Geneva
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Private Equity Associate

A leading private equity firm specializing in business services and industrials is looking to add an expereinced Associate to their team in south Florida. With a proven track record of successful investments and a team of dedicated professionals, they are committed to delivering exceptional value to their clients and investors. They have a collaborative culture, innovative approach, and unwavering commitment to excellence. In this role, you will play a key part in evaluating investment opportunities, conducting due diligence, and supporting the execution of transactions. The ideal candidate will have a strong background in investment banking with significant transaction experience. Responsibilities: Conduct financial analysis, modeling, and valuation to assess potential investment opportunities Perform comprehensive due diligence, including market research, industry analysis, and competitive benchmarking Assist in the preparation of investment memos, presentations, and other materials for internal and external stakeholders Collaborate with team members to support the execution of transactions, including deal structuring and negotiation Monitor portfolio company performance and participate in strategic initiatives to drive value creation Qualifications: Bachelor's degree in Finance, Economics, or related field At least two years of experience in investment banking with a focus on M&A transactions Strong financial modeling and valuation skills Excellent analytical abilities and attention to detail Effective communication and interpersonal skills Ability to thrive in a fast-paced, collaborative environment Commitment to upholding the highest standards of integrity and professionalism The start date for the role is expected to be in Q2 of 2024.

Negotiable
Fort Lauderdale
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Private Banker covering GCC market

Job Description: We are currently seeking a seasoned and driven Senior Private Banker to join our robust team in Dubai. The ideal candidate will have an established network of High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients within the Gulf Cooperation Council (GCC) region. Key Responsibilities: Client Relationship Management: Forge and sustain relationships with HNW and UHNW clients, demonstrating an understanding of their financial aspirations and delivering solutions to fulfil these goals. This includes regular client meetings, portfolio reviews, and proactive communication to ensure client satisfaction. Financial Advisory Services: Provide comprehensive, bespoke financial advice and services to clients. This includes understanding the client's financial situation, identifying their needs, and developing a tailored financial plan. Team Collaboration: Work in tandem with internal teams to ensure the delivery of superior service and to identify opportunities for cross-selling. This involves close collaboration with product specialists and investment advisors to provide the best solutions for our clients. Market Trends: Keep ahead of market trends and shifts, leveraging this knowledge to provide clients with tailored investment strategies that align with their financial objectives. This includes regular market analysis and staying updated with the latest financial news and developments. Qualifications: Experience: Demonstrable experience as a Private Banker in recognised financial institutions. The candidate should have a proven ability to manage and grow a portfolio of HNW and UHNW clients. Network: An extensive network of HNW and UHNW clients from the GCC region. The candidate should have a strong ability to leverage this network to expand our client base. Financial Acumen: A robust understanding of financial markets and investment strategies. The candidate should have the ability to provide sound investment advice and develop tailored financial plans for our clients. Communication Skills: Exceptional interpersonal and communication skills, with the ability to build and maintain strong client relationships. The candidate should have the ability to effectively communicate complex financial concepts to clients. Adaptability: The capacity to thrive in a fast-paced, demanding environment. The candidate should have the ability to adapt to changing market conditions and client needs.

Negotiable
Dubai
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Director - Senior Private Banker

Our client, an established private banking and wealth management firm based in Lugano, Switzerland is seeking to hire a seasoned Senior Private Banker. The successful candidate will have the drive and expertise to grow NNA (Net New Assets) while demonstrating entrepreneurial skills that can enable them to take succeed in a business-development focused role. Job Summary: As the new senior banker of our esteemed client's team, you will be responsible for driving growth by leveraging local knowledge and a network in Italy and/or Ticino. You should possess excellent relationship-building skills with a transferable book of clients. Positions open from the Vice President level up to Managing Director level. Key Responsibilities: * Develop business plans aligned with company goals * Identify opportunities through effective use of networks & building relationships * Build rapport with customers using interpersonal communication techniques. * Meet sales targets whilst maintaining high-quality customer service standards The ideal candidate must meet these requirements; 1. A bachelor's degree in Finance/Business Administration/Economics from an accredited institution. 2. Experience working as a Wealth Manager/Senior Relationship Manager minimum 10 years' experience required; 3. Transferable book/client base encompassing Ultra / High Net Worth Individuals; 4. Strong knowledge/relationships across the Italian OR Ticino market ; 5. Exceptional analytical capabilities coupled together along strong financial acumen; 6. Previous experience at Vice President Level upwards leading teams towards achieving strategic objectives Benefits offered: - Generous salary package (CHF 150'000 - CHF 250'000 business case dependent) + transparent bonus scheme, - Full health insurance coverage including dependants, - Retirement Savings Plan, - Maternity/Paternity leave policies ,and other benefits available. How To Apply: To apply please send us your CV alongside any relevant work samples outlining previous successes managing similar roles/clients

Negotiable
Lugano
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Swiss-Onshore Private Banker

Role Overview: As a Swiss Onshore Private Banker, you will play a crucial role in managing and growing client relationships within the Swiss market. You'll collaborate with a diverse team of experts to provide personalised financial advice and investment solutions. Responsibilities: Client Advisory: Build and maintain strong relationships with high-net-worth clients, understanding their financial goals and tailoring solutions to meet their needs. Portfolio Management: Develop and manage investment portfolios, ensuring alignment with client's risk tolerance and objectives. Wealth Planning: Provide comprehensive wealth planning advice, including estate planning, tax optimisation, and succession planning. Business Development: Identify new business opportunities and contribute to the growth of the Swiss Onshore business. Qualifications: Experience: Previous experience as a Private Banker or Relationship Manager within the Swiss market. Certifications: Relevant certifications (e.g., CFA, CFP) preferred. Skills: Strong analytical skills, excellent communication, and a client-centric mindset. Languages: Fluency in English and French; additional languages are a plus. Why Join Us: Dynamic Environment: Be part of a collaborative and diverse team. Client-Centric Approach: Deliver exceptional service to our clients.

Negotiable
Geneva
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Senior Software Developer

Boston's top-performing asset manager is currently hiring for a Senior Software Developer who will be responsible for enhancing proprietary strategic applications for the trading and compliance teams. Qualifications: Knowledge of Microsoft-based technologies, including strong SQL, C#, and WPF experience is required. At least 7 years of Application Development experience is strongly preferred; extensive relevant experience in lieu of a degree will be considered. Experience with Git or other source code control systems is required. Strong understanding, and experience developing Investment Management systems is preferred. 5+ years of Investment Management relevant experience is preferred. Knowledge of Agile development methodologies preferred. Strong business analysis capabilities, and excellent application development & database skills. Energized by a fast-paced environment, yet able to be methodical & deliberate. Ability to troubleshoot & problem-solve, and is detail driven. Ability to manage multiple tasks at once. Self-motivated with the ability to work independently. Collaborates, drawing others into the work at hand. Works well in a collaborative team environment. Responsibilities: Build, enhance & support strategic proprietary tools, as a primary role; Facilitate integration testing of 3rd party tools & data, as demand requires; Provide tactical support of business-oriented services, as a secondary role; Manage daily morning production process to establish the start-of-day trade-ready state; Apply a formal development approach to this critical production environment is an underlying tenant.

Negotiable
United States of America
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Securities Private Banking Manager

Job responsibilities: Develop and implement a business plan for the private wealth team based on the overall development strategy of the company and department; Responsible for the business operations of the private wealth team, leading the team to achieve the operational targets set by the company; Lead the team to expand business, develop channels, improve organizational performance, promote the company's brand, and enhance the competitiveness of the private wealth team in the region and industry; Responsible for cultivating and guiding private wealth advisors and other members; Being able to complete team building, enhance team cohesion, and drive team development; Strictly abide by compliance regulations, and prevent and resolve business risks. ​ Qualification: Bachelor's degree or above; Strong interest in the financial industry and wealth management business; Priority is given to work experience in retail/personal business in the financial industry; Possess certain knowledge of financial products and strong learning ability; Focusing on customers, passionate about sales and the financial industry, proactive and confident, with excellent communication and interpersonal skills; Possess fund qualification certificate and securities qualification certificate (could take the examination after onboarding) Priority will be given to those who have a deep understanding of the socio-economic situation in their region. ​ Bonus points: Relevant experience in banking, securities/futures

Negotiable
Shanghai
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Wealth Planner - Insurance Firm

Client Relationship Management: Establish and maintain strong relationships with clients, understanding their financial goals, needs, and risk appetite. Conduct thorough financial assessments, including analyzing income, assets, liabilities, expenses, and risk tolerance. Collaborate with clients to develop personalized wealth management plans that align with their objectives. Wealth Planning and Strategy: Conduct in-depth client consultations to identify opportunities and provide expert advice on insurance products and wealth planning solutions. Analyze and evaluate clients' existing financial portfolios and propose suitable strategies to optimize wealth growth and protection. Stay updated on market trends, financial products, and regulatory changes to provide up-to-date advice and recommendations. Product Knowledge and Recommendations: Possess comprehensive knowledge of trust, legacy planning, life insurance, health insurance, annuities, and investment-linked products. Assess clients' insurance needs and recommend appropriate coverage to mitigate risks and protect their financial well-being. Advise clients on investment strategies, asset allocation, and diversification to maximize returns while considering risk tolerance. Team Collaboration: Collaborate closely with colleagues, including relationship managers, underwriters, and investment specialists, to deliver holistic wealth planning solutions. Share knowledge, insights, and best practices within the team to enhance overall productivity and client satisfaction

HK$800000 - HK$1200000 per annum
Hong Kong
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Private Trust Relationship Manager

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 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 Be an ambassador for the firm, promoting its services and values to clients and stakeholders Requirements: A degree in law, finance, or a related discipline At least 8 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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