Wealth Management jobs

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

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 n...

• Malaysia
• Negotiable
• Posted 3 days ago

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 a...

• Singapore
• Negotiable
• Posted 3 days ago

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 stakehold...

• Hong Kong
• Negotiable
• Posted 3 days ago

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-...

• Shanghai
• Negotiable
• Posted 5 days ago

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 c...

• Hong Kong
• HK$600000 - HK$720000 per annum
• Posted 8 days ago

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 perf...

• Shanghai
• Negotiable
• Posted 12 days ago

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 c...

• Singapore
• S$150000 - S$250001 per annum
• Posted 15 days ago

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 Analyz...

• London
• Negotiable
• Posted 18 days ago

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/certi...

• Gemeente Den Haag
• Negotiable
• Posted 23 days ago

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 accountin...

• Singapore
• Negotiable
• Posted 29 days ago

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...

• Hong Kong
• HK$900000 - HK$1250000 per annum
• Posted 29 days ago

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 servic...

• Singapore
• S$90000 - S$150001 per annum
• Posted 29 days ago

Our client, a international private bank is looking for a candidate to join their team as a wealth planner support, to assist the senior wealth planning team. General Role Description Marketing Support Answer queries from Relationship Managers (RMs)/clients Coordinate with the Trust Company Admin...

• Hong Kong
• HK$600000 - HK$1200001 per annum
• Posted 29 days ago

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 con...

• Geneva
• Negotiable
• Posted about 1 month ago

Job Title: Relationship Manager - Eastern European Market Location: Geneva, Switzerland Job Overview: Our client is seeking a dedicated Relationship Manager to join their Eastern European team based out of their Geneva office. Your primary obligation will be the growth of a client portfolio in Ea...

• Geneva
• Negotiable
• Posted about 1 month ago

Job Title: Relationship Manager (MENA Market) Location: Geneva, Switzerland Role Overview: As a Relationship Manager, you will be responsible for managing and growing a portfolio of clients from Lebanon and the broader Middle East region. Your role will involve building strong relationships, unde...

• Zurich
• Negotiable
• Posted about 1 month ago

Job Title: Relationship Manager (Italian Market) Location: Zurich, Switzerland About Us: The role is with a leading private bank with a strong presence in Zurich. They are committed to providing exceptional service to clients and fostering long-lasting relationships. As they expand their team, th...

• Monaco
• €150000 - €250000 per annum
• Posted about 1 month ago

Position: Vice President - Private Banker Location: Monaco Culture and Values: Our bank fosters a culture of excellence, integrity, and client-centric service. We prioritize long-term relationships over short-term gains, ensuring that our clients' financial well-being remains at the forefront. Ou...

• Shanghai
• Negotiable
• Posted about 1 month ago

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 c...

• Hong Kong
• HK$500000 - HK$700000 per annum
• Posted about 1 month ago

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 E...

• Singapore
• S$90000 - S$110000 per annum
• Posted about 1 month ago

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 cli...

• Germany
• Negotiable
• Posted about 1 month ago

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 l...

• Hong Kong
• HK$600000 - HK$1200001 per annum
• Posted about 1 month ago

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 con...

• Zurich
• Negotiable
• Posted about 2 months ago

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 ...

• Singapore
• Negotiable
• Posted about 2 months ago

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 channe...

• Hong Kong
• Negotiable
• Posted about 2 months ago

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 a...

• Shanghai
• Negotiable
• Posted about 2 months ago

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 c...

• Singapore
• S$200 - S$250 per annum
• Posted about 2 months ago

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 Ens...

• Kuala Lumpur
• Negotiable
• Posted about 2 months ago

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 cl...