Private Wealth Management jobs

Found 49 jobs
    • Hong Kong
    • Negotiable
    • Posted 1 day ago

    The Responsibilities Include: Manage and maintain communications with the clients, investment professionals, attorneys, auditors, bankers and etc Review financial work papers including portfolio schedules, accruals, partner capital allocations and etc Coordination of annual audit and tax return p...

    • Hong Kong
    • Negotiable
    • Posted 4 days ago

    Responsibilities Include: Assisting with the supervision of the team Managing the internal operations of the team Assisting with the overall management of the business line Assisting with cultivating relationships with key clients, coordinating marketing, risk reporting and budget preparation and...

    • Shanghai
    • Negotiable
    • Posted 4 days ago

    Responsibilities Include: Explore and acquire new business through law firms or banks Promote private trust and Pre-IPO trusts products Address client's need with professional advice Draft trust proposal and relevant trust documents Monitor KYC process and ensure the risk management policy is ado...

    • Singapore
    • Negotiable
    • Posted 4 days ago

    Responsibilities Advise clients on a variety of wealth planning, tax advisory, and family governance issues Assist clients with their insurance needs and introduce external insurance specialists Travel required Ideal Candidate Ideally with Legal Background, and experience in trust, wealth plannin...

    • Miami
    • Negotiable
    • Posted 4 days ago

    General Duties Participate in the design of new systems & services features Implement & maintain software built in JavaScript and TypeScript Major role in designing & implementing UI changes built in React (primarily) & Angular Collaborate with the development team, Quality Assurance, and Support...

    • Hong Kong
    • Negotiable
    • Posted 6 days ago

    I'm partnering with multiple international private banks in recruiting PBARM as they are expanding their teams in Hong Kong. They are looking for candidates with below requirements: Hands on experience in account opening, KYC conduction and trade execution Excellent communication skills including...

    • Hartford
    • + Bonus
    • Posted 6 days ago

    This individual will be the right-hand to the Real Estate Investment Manager and a key contributor to the Real Estate Private Markets (REPM) to help expand the firm's investor base and fund offerings. Prior experience supporting an investment advisor/manager in a financial institution and working...

    • Chicago
    • + Bonus
    • Posted 6 days ago

    This individual will be responsible for working closely with financial models as well as promoting a robust valuation control process. Additionally, this individual will be working closely with third parties, including pricing vendor, valuation agents, and fund administrators to ensure the accura...

    • Singapore
    • Negotiable
    • Posted 7 days ago

    Responsibilities Work closely with Relationship Managers to provide high-value services to HNW/UHNW clients, covering the Middle East and NRI market. Be able to build a strong rapport with existing clients to provide them with investment solutions. Support the team for revenue-generating activiti...

    • Houston
    • Negotiable
    • Posted 11 days ago

    Our client, a leading a healthcare-focused Private Equity firm, is looking to add an Investor Relations Analyst to their team. They have an impressive track record of fund performance thus far and strong trajectory of growth - the Investor Relations Analyst will be essential to this growth. They ...

    • Geneva
    • Negotiable
    • Posted 11 days ago

    I have been mandated by the Global Head of Latin America, for a Tier 1, International Bank, looking for a specialist Investment Advisor for his team in Geneva. This Bank offers: - Top structured lending & Private Equity Services. - CIB Banking access to Private individuals. - Strong Real Estate a...

    • Hong Kong
    • HK$1000001 - HK$2300000 per annum
    • Posted 11 days ago

    Enhance the product suite in line with our segment strategy to serve mass affluent, high net worth and ultra-high net worth clients by reviewing competitor offerings in order to ensure value added features and 'best-in-class' product experience Craft forward-looking strategies and plans to grow t...

    • United States of America
    • + Bonus
    • Posted 13 days ago

    They are looking to open new offices in Nashville, Dallas, and Naples but need a Senior Advisor to spearhead and lead this build-out successfully. This person will be working with UHNW and HNW private clients while also working to bring in new clients to service. You will be a pivotal team member...

    • Chicago
    • Negotiable
    • Posted 15 days ago

    An elite propriety trading firm is developing their next generation post-trade platform with modern technologies to support their complex systems. As a privately funded company focusing on cutting-edge technologies for algorithmic trading, they are looking to stay at their elite status of an indu...

    • Singapore
    • Negotiable
    • Posted 15 days ago

    Responsibilities Include: Proactively work with and provide professional wealth planning advisory services and supports to Relationship Managers (RMs) and Clients. Proactively build strong and trusting partnerships with RMs, other Product Specialists and Clients. Organise and/or conduct relevant ...

    • Shanghai
    • Negotiable
    • Posted 15 days ago

    Responsibilities Include: Explore and acquire new business through law firms or banks Promote private trust and Pre-IPO trusts products Address client's need with professional advice Draft trust proposal and relevant trust documents Monitor KYC process and ensure the risk management policy is ado...

    • Hong Kong
    • Negotiable
    • Posted 15 days ago

    Responsibilities Include: Assisting with the supervision of the team Managing the internal operations of the team Assisting with the overall management of the business line Assisting with cultivating relationships with key clients, coordinating marketing, risk reporting and budget preparation and...

    • Singapore
    • Negotiable
    • Posted 15 days ago

    Responsibilities Advise clients on a variety of wealth planning, tax advisory, and family governance issues Assist clients with their insurance needs and introduce external insurance specialists Travel required Ideal Candidate Ideally with Legal Background, and experience in trust, wealth plannin...

    • Hong Kong
    • Negotiable
    • Posted 19 days 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...

    • Singapore
    • Negotiable
    • Posted 19 days ago

    Responsibilities Advise clients on a variety of wealth planning, tax advisory, and family governance issues Assist clients with their insurance needs and introduce external insurance specialists Travel required Ideal Candidate Ideally with Legal Background, and experience in trust, wealth plannin...

    • Hong Kong
    • Negotiable
    • Posted 20 days ago

    Requirements: Strong verbal and written skills to communicate with clients and internal staff. A team player with self-initiative and able to work as a group. Detailed oriented and strong administrative skills to ensure accuracy and completeness Able to perform under pressure and manage confident...

    • New York
    • Negotiable
    • Posted 21 days ago

    ***Please do NOT apply for this role, if you do not have reference data experience*** Title: Reference Data BA/Project Manager - Operations Team Salary: 250-500 TC - DEPENDS on SENIORITY + CANDIDATE EXPERIENCE Work Model + Loco: NYC based, 5 days a week in office (NOT REMOTE FLEX) Industry/Domain...

    • Singapore
    • Negotiable
    • Posted 21 days ago

    Requirements: You must have minimally 10 years of experience in the Insurance broking space, demonstrated success in selling life insurance to high-net worth and ultra-high net worth individuals Be highly conversant with the technical knowledge and market insight commanded by a leadership positio...

    • Hong Kong
    • HK$400000 - HK$700000 per annum
    • Posted 21 days ago

    Assisting the Investment Counsellors in the positioning and delivery of investment solutions to clients and prospects of Global Private Bank Supporting Investment Counsellors with client related tasks such as account reviews, investment proposal generation, translations of marketing materials, or...

    • Charlotte
    • Negotiable
    • Posted 25 days ago

    Private Equity Associate will be a vital member of the team responsible for deal execution, including financial analysis of prospective and current investments, as well as regular due diligence in order to help carry out the firm's strategic objectives. The Private Equity Associate will also have...

    • West Palm Beach
    • Negotiable
    • Posted 25 days ago

    Responsibilities: The Associate will gain exposure to various areas of the private equity industry including Power, Utilities, Technology, Cybersecurity, etc. Source, assess, and negotiate potential investment opportunities in the power/utilities and technology/cybersecurity sectors Perform in-de...

    • Singapore
    • Negotiable
    • Posted 25 days ago

    Responsibilities: Contribute to solution architecture on the main projects in the Wealth Management domain. Support project managers and tech leads along the architecture validation process. Maintain the Domain architecture reference documentation all along the changes brought by projects. Requir...

    • Singapore
    • Negotiable
    • Posted 25 days ago

    Responsibilities Advise clients on a variety of wealth planning, tax advisory, and family governance issues Assist clients with their insurance needs and introduce external insurance specialists Travel required Ideal Candidate Ideally with Legal Background, and experience in trust, wealth plannin...

    • Rotterdam
    • Negotiable
    • Posted 26 days ago

    Key tasks and responsibilities of the Quant team Modeling and simulating energy and commodity prices and price curves and the underlying price drivers (such as demand, supply, and weather (sun, wind, temperature, etc.)) used, among other things for: The creation of curves used in the MtM determin...

    • Baltimore
    • + Bonus
    • Posted 26 days ago

    This person will be inheriting a book of business by working with existing HNW clients and assisting them with their investment management and retirement planning needs. With a history of integrity and always putting the client first, this person will play a pivotal role in the firm's continued g...

    • Dubai
    • Negotiable
    • Posted 27 days ago

    Responsibilities Work closely with Relationship Managers/Client Advisors to provide high-value services to HNW/UHNW clients. Be able to sell and pitch Funds. Support the team for revenue-generating activities. Be able to build a strong rapport with existing clients to provide them with investment...

    • Manhattan
    • Negotiable
    • Posted 29 days ago

    This person will be responsible for developing and managing high net worth client relationship & portfolios as well as cultivating sources of qualified HNW prospective clients. This is an opportunity with tremendous upside potential as the firm is seeking an individual who can really take the rei...

    • Hong Kong
    • HK$800000 - HK$1200001 per annum
    • Posted 29 days ago

    Provide mutual fund advisory and suggestion to private banking Relationship Manager and UHNW clients Generate fund ideas and share to clients through emails, meetings and investment proposals Monitor and review fund perfermance Involved in the development of new funds launch and management Work c...

    • Singapore
    • S$80000 - S$130000 per annum
    • Posted about 1 month ago

    Responsibilities: Manage a portfolio of client relationships for daily operations and maintain relationships with related trust parties Ensuring client satisfaction by way of day to day administration of trust and underline entities and trust assets, whilst complying with all relevant policies an...

    • Luxembourg
    • Negotiable
    • Posted about 1 month ago

    Your role The mission of the Senior Risk manager is to provide support to the ManCo Risk Management Department with the supervision of Alternatives Investments funds that come under the management company's governance with a primary focus on Private Debt strategies. Responsibilities: Perform Risk...

    • New Hyde Park
    • + Bonus
    • Posted about 1 month ago

    This role entails providing sales support to registered securities representatives as well as entering trade orders on client accounts. This person will play a pivotal role as a member of the Wealth relationship team, providing outstanding customer service to valuable Wealth clients and increasin...

    • Hong Kong
    • Negotiable
    • Posted about 1 month 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
    • HK$1500000 - HK$2500000 per annum
    • Posted about 1 month ago

    Responsibilities You will oversee the Private Bank in Hong Kong Operational Model. Responsible for the FLOD control framework, reporting to the Head of Private Banking Hong Kong. Ensure the timing production of the CRO RSC, compliance with local rules and regulations and manage audits and operati...

    • Singapore
    • Negotiable
    • Posted about 1 month ago

    Responsibilities Work closely with the team to run the Client Services and Administration department. Handle and supervise Client Static Data maintenance and client output production. Run self-assessment and implement improvements of policies and procedures when needed. Requirements Experience in...

    • New York
    • + Bonus
    • Posted about 1 month ago

    This person will be a pivotal team member and will be front and center in representing the firm by offering the best investment and customized solutions to meet the needs of each client. This is a tremendous growth opportunity as the firm is looking for this Client Advisor to eventually become a ...

    • Singapore
    • Negotiable
    • Posted about 2 months ago

    Key Responsibilities Proactively provide support to a Private Banker in administrative duties and operational areas in servicing North Asian H& Ultra-High Net Worth clients. These duties include but are not limited to: - Credit modifications - Account documentations - Managing investment orders &...

    • Manhattan
    • + Bonus
    • Posted about 2 months ago

    You will be responsible for managing the Wealth Management Client Associates & Operations Support Staff, as well as delivering firm strategies through the execution of their Market Strategy plans. Due to the pivotal role this individual will be playing in the organization, it is highly preferred ...

    • Hong Kong
    • Negotiable
    • Posted about 2 months ago

    My client is a top-tier international company and their trust department is looking for an energetic person to join the team for expansion. Main duties: Responsible for new client on-boarding, collecting KYC, filling out the forms, working with Business Development teams closely and attend meetin...

    • Singapore
    • Negotiable
    • Posted about 2 months ago

    Responsibilities Selling of fiduciary instruments, referral of life insurance and other related solutions Supporting Client Advisors in client meetings, presentations and after-sales activities relating to asset ownership and asset transfer Understanding and following of legal, political, tax and...

    • Hong Kong
    • HK$1000000 - HK$1500000 per annum
    • Posted about 2 months ago

    Responsibilities: Provide full life-cycle expertise, after sales support and sales engagement Centre point of contract between Funds team and PE RE team and external Fund administrators Provide analysis of Fund/ Products internally to Ultra High Net Wroth clients Coordinate with Relationship Mana...

    • Singapore
    • Negotiable
    • Posted about 2 months ago

    Key Responsibilities Building and fostering long-term relationships with clients comprising affluent ultra-high and high-net worth (UHNW/HNW) individuals, with a strong focus on client retention Prospect new clients and secure new relationships to steadily build a strong portfolio Dispense market...

    • Hong Kong
    • HK$700000 - HK$1000001 per annum
    • Posted about 2 months ago

    Responsibilities: Extensive product knowledge across different asset classes Experienced in using different IT tools in order to generate Portfolio Reviews Minimum of 6-10 years experience Partnering with RMs to provide holistic Investment Ideas and Portfolio Reviews Requirements In-depth financi...

    • Hong Kong
    • HK$1500000 - HK$2200000 per annum
    • Posted about 2 months ago

    Co-ordinate and supervise the team monitoring the financial conditions and covenants of the lending transactions of some of the most sophisticated wealth management clients; Identify and escalate lending risks to Structurers, Client Advisors and Senior Management; Determine risk mitigation and re...

    • Dallas
    • + Bonus
    • Posted about 2 months ago

    This individual will be assisting Senior Financial Advisor's and third-party custodian support teams in the implementation of new client accounts and the ongoing servicing of their existing HNW/UHNW client base. You will be playing a key role in managing all aspects of their clients operational n...

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