Private Wealth Management jobs

Found 50 jobs
    • Singapore
    • Negotiable
    • Posted 4 days ago

    Responsibilities Work closely with RMs/ICs/External clients for timely executions. Multi-assets coverage, work independently and collaborate with other business units and counterparts. Be able to build a strong rapport with RMs/ICs/External clients. Requirements Minimum 8 years of relevant experi...

    • Shanghai
    • Negotiable
    • Posted 6 days ago

    The Responsibilities Include: To understand HNW clients' (with a focus on China) needs and recommend suitable wealth structuring and succession planning solutions, incl. philantropy, family office, marketing events To monitor trends in the wealth planning industry, communicate those and implement...

    • Hong Kong
    • Negotiable
    • Posted 6 days ago

    The Responsibilities Include: To achieve and exceed personal sales targets To develop new business and leads by attending industry events, networking, building relationships and exploring all industry sectors for new client sourcing To manage the entire sales cycle from inception to on-boarding T...

    • Hong Kong
    • Negotiable
    • Posted 6 days ago

    The Responsibilities Include: Collaborate with internal and external stakeholders to enhance banks product offerings, provide service to clients and meeting commercial lending targets Ensure that legal, regulatory, operational, tax and structural issues are monitored, addressed and solved Provide...

    • Hong Kong
    • Negotiable
    • Posted 6 days ago

    The Responsibilities Include: Business development and clients acquisitions to achieve annual sales target Be able to apply and explain various alternative estate planning structures and solutions to Private Banking clients on estate planning needs and enquiries Travelling with and assisting Rela...

    • Hong Kong
    • Negotiable
    • Posted 6 days ago

    The Responsibilities Include: Assist in the administration of a portfolio of trusts and underlying companies, setting up of trust structures and maintain proper files Handle daily on-going administration, maintaining an updated database and perform periodic reviews Act as point of contact for and...

    • Hong Kong
    • Negotiable
    • Posted 6 days ago

    The Responsibilities Include: Assist in the administration of a portfolio of trusts and underlying companies, setting up of trust structures and maintain proper files Handle daily on-going administration, maintaining an updated database and perform periodic reviews Act as point of contact for and...

    • Hong Kong
    • Negotiable
    • Posted 6 days ago

    Key responsibilities include: Lead the team, provide coaching, training and guidance to the team on daily trust business to ensure successful trust services Develop and execute business goals, strategy and objectives to grow and promote trust business Provide professional advice, develop and main...

    • Negotiable
    • Posted 6 days ago

    Key responsibilities include: Lead the team, provide coaching, training and guidance to the team on daily trust business to ensure successful trust services Develop and execute business goals, strategy and objectives to grow and promote trust business Provide professional advice, develop and main...

    • Hong Kong
    • HK$1000000 - HK$1400001 per annum
    • Posted 10 days ago

    Roles and Responsibilities: Formulate strategies in the WM that are aligned to Group's long-term strategic priorities Lead selected activities in strategy and commercial due diligence for transactions, partnerships or new ventures in WM Lead build of business cases required to justify new initiat...

    • Hong Kong
    • HK$700000 - HK$1000001 per annum
    • Posted 10 days ago

    We have a current opportunity for a PB Business Manager on a permanent basis. The position will be based in Hong Kong. For further information about this position please apply. We are working with a private bank in Hong Kong who are looking for a Business Manager to join their team. Responsibilit...

    • Hong Kong
    • Negotiable
    • Posted 10 days ago

    My current client is a leading regional Private Bank looking to bring in an Executive Director team lead to cover their Risk and Control function in Hong Kong. Job Requirements: Minimum of 12 years experience within the Risk and Control function Knowledge of KYC, AML and risk management Strong le...

    • Singapore
    • Up to S$1 per annum
    • Posted 14 days ago

    Responsibilities Work closely with RMs/IAs/External Clients for investment strategy and currency market colours. Recommend clients with investment strategies for FX Derivatives and Spot FX. Prepare market reports for RMs and Clients in a timely manner. Ensure the reports are applicable to clients...

    • Hong Kong
    • Negotiable
    • Posted 16 days ago

    Responsibilities: Perform assessments of private banking business and processes to help formulating risk-based annual audit plan Independently plan and execute business and operational audits in accordance to defined audit methodology and standards Prepare audit findings and reports with sound re...

    • Atlanta
    • Negotiable
    • Posted 16 days ago

    The Real Estate Development Associate will be responsible for: Support, and eventually lead, all development functions, including acquisitions, financial analysis, and structuring, due diligence, entitlements, construction management, reporting, investor & lender relations, leasing, etc for a lar...

    • Hong Kong
    • HK$700000 - HK$1000001 per annum
    • Posted 17 days ago

    We have a current opportunity for a PB Business Manager on a permanent basis. The position will be based in Hong Kong. For further information about this position please apply. We are working with a private bank in Hong Kong who are looking for a Business Manager to join their team. Responsibilit...

    • Hong Kong
    • Negotiable
    • Posted 17 days ago

    Job Description & Responsibilities: Support relationship managers in new accounts opening Support relationship managers for ongoing servicing of existing accounts Handle clients' requests and instructions directly with professional manner Handle pre-trade client suitability assessments and post-t...

    • Hong Kong
    • Negotiable
    • Posted 17 days ago

    My client is an international private bank that takes a major focus and share on Asia market, they are looking for a senior IC to join their team. Requirements: over 10 years of experience in investment advisory or portfolio management, ideally with Private banking background. Cantonese, Mandarin...

    • Hong Kong
    • Negotiable
    • Posted 17 days ago

    Job Description & Responsibilities: Support relationship managers in new accounts opening Support relationship managers for ongoing servicing of existing accounts Handle clients' requests and instructions directly with professional manner Handle pre-trade client suitability assessments and post-t...

    • Hong Kong
    • HK$1800000 - HK$2500000 per annum
    • Posted 19 days ago

    Requirements: Minimum of 15 years of experience in Funds Minimum of 5 recent years of Hedge Fund experience Excellent working knowledge and understanding of Hedge Funds Excellent command in in sales and marketing, providing holistic investment ideas to sophisticated clients A proven track record ...

    • Singapore
    • Negotiable
    • Posted 19 days ago

    Responsibilities Manage a team of Client Service Officers, and provide trainings when necessary. Build a strong rapport with clients and relationship managers, and ensure new account openings are completed efficiently. Work closely with senior management and internal stakeholders to provide high-...

    • Hong Kong
    • HK$1800000 - HK$2500000 per annum
    • Posted 19 days ago

    Requirements: Minimum of 15 years of experience in Funds Minimum of 5 recent years of Hedge Fund experience Excellent working knowledge and understanding of Hedge Funds Excellent command in in sales and marketing, providing holistic investment ideas to sophisticated clients A proven track record ...

    • West Palm Beach
    • US$100000 - US$200000 per year
    • Posted 19 days ago

    Role: Trade Floor Support Engineer Comp: 150-275k TC depending on experience Work Model: West Palm Beach office 3x a week in office Summary: A top hedge fund in terms of size and AUM is looking for a Trade Floor Support Engineer to join their team in West Palm Beach. This is a hands-on role requi...

    • Florida
    • US$450000 - US$750000 per year
    • Posted 20 days ago

    Job: Head of IT/Technology Salary: 500,000-775,000k Work Model + Loco: 3-4x a week in office, Tampa/Miami Summary: A successful hedge fund focused on global and macro digital assets, founded in the early 2000s is seeking a Head of IT to join their team and help with the build our and expansion of...

    • Denver
    • + Bonus
    • Posted 24 days ago

    This top-performing Private Banker will be responsible for being a leader in doing private client business development and relationship management in the high-net-worth & ultra-high net worth space. They are looking for well-rounded individual that have experience with all aspects of Private Bank...

    • Hong Kong
    • Negotiable
    • Posted 26 days 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$2000000 per annum
    • Posted 26 days ago

    Responsibilities: Perform investment research and analysis on Private Equity opportunities and alternative funds Analyze global macro events development and cross-asset implications Prepare and develop marketing materials and fund presentations for sales team Draft memoranda for internal and exte...

    • Hong Kong
    • HK$1800000 - HK$2500001 per annum
    • Posted 26 days ago

    Requirements University degree in Accounting, Finance or a related discipline Minimum of 5 years' relevant experience in banking (preferably Private Banking) and Wealth Management Possess a strong ability to develop a network of target prospects, i.e HNW/ UHNW clients within the Hong Kong and Chi...

    • Hong Kong
    • HK$700000 - HK$1000001 per annum
    • Posted 27 days ago

    We have a current opportunity for a PB Business Manager on a permanent basis. The position will be based in Hong Kong. For further information about this position please apply. We are working with a private bank in Hong Kong who are looking for a Business Manager to join their team. Responsibilit...

    • Hong Kong
    • Negotiable
    • Posted about 1 month ago

    Perform assessments of private banking business and processes to help formulating risk-based annual audit plan Independently plan and execute business and operational audits in accordance to defined audit methodology and standards Prepare audit findings and reports with sound recommendations to i...

    • Hong Kong
    • Negotiable
    • Posted about 1 month ago

    The Responsibilities Include: Assisting with the supervision of the trust administration team Providing coaching, training and guidance to the team on daily trust business to ensure successful trust services Handle a full suite of administration duties of various types of trust structures Assisti...

    • Hong Kong
    • Negotiable
    • Posted about 1 month ago

    Key responsibilities include: Lead the team, provide coaching, training and guidance to the team on daily trust business to ensure successful trust services Develop and execute business goals, strategy and objectives to grow and promote trust business Provide professional advice, develop and main...

    • Hong Kong
    • Negotiable
    • Posted about 1 month ago

    Job Description & Responsibilities: Support relationship managers in new accounts opening Support relationship managers for ongoing servicing of existing accounts Handle clients' requests and instructions directly with professional manner Handle pre-trade client suitability assessments and post-t...

    • Hong Kong
    • Negotiable
    • Posted about 1 month ago

    My client is an international private bank that takes a major focus and share on Asia market, they are looking for a senior IC to join their team. Requirements: over 10 years of experience in investment advisory or portfolio management, ideally with Private banking background. Cantonese, Mandarin...

    • Hong Kong
    • Negotiable
    • Posted about 1 month ago

    The Wealth Credit Management Underwriter is Structured Lending Analyst or Credit Underwriter, in the Private Bank. The lending is typically fully collateralized against either Commercial Real Estate, Aircraft, Art Collection, Illiquid Listed Stocks. We expect the incumbent to be credit profession...

    • Hong Kong
    • Negotiable
    • Posted about 1 month ago

    The Responsibilities Include: Business development and clients acquisitions to achieve annual sales target Be able to apply and explain various alternative estate planning structures and solutions to Private Banking clients on estate planning needs and enquiries Traveling with and assisting Relat...

    • Hong Kong
    • Negotiable
    • Posted about 1 month ago

    The Responsibilities Include: Assisting with the supervision of the trust administration team Providing coaching, training and guidance to the team on daily trust business to ensure successful trust services Handle a full suite of administration duties of various types of trust structures Assisti...

    • Miami
    • + Bonus
    • Posted about 2 months ago

    This role entails overseeing all aspects of the trust & fiduciary practice within the region, including fiduciary governance, compliance, policies, procedures, risk management, staffing and staff development. This individual will be responsible for all activities and related business operations t...

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

    We have a current opportunity for a PB Business Manager on a permanent basis. The position will be based in Hong Kong. For further information about this position please apply. We are working with a private bank in Hong Kong who are looking for a Business Manager to join their team. Responsibilit...

    • Singapore
    • Negotiable
    • Posted about 2 months ago

    Responsibilities Work closely with senior management and bankers to provide high-value services to HNW/UHNW clients. Engage with clients directly, provide them with investment solutions based on their interests and goals, whilst building a strong rapport with them. Be able to introduce your netwo...

    • Hong Kong
    • Negotiable
    • Posted about 2 months ago

    Responsibilities: This role covers client activity in fixed income cash trading and advisory. This position will be part of Execution Team reporting to the Head of Cross-Asset Cash Execution and be involved in covering private clients directly. Delivering ideas and trade recommendations; whilst p...

    • Hong Kong
    • Negotiable
    • Posted about 2 months ago

    My client is an international private bank that takes a major focus and share on Asia market, they are looking for a senior IC to join their team. Requirements: over 12 years of experience in investment advisory or portfolio management, ideally with Private banking background. Cantonese, Mandarin...

    • Hong Kong
    • Negotiable
    • Posted about 2 months ago

    The Responsibilities Include: Assist in the administration of a portfolio of trusts and underlying companies, setting up of trust structures and maintain proper files Handle daily on-going administration, maintaining an updated database and perform periodic reviews Act as point of contact for and...

    • Hong Kong
    • Negotiable
    • Posted about 2 months 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...

    • Hong Kong
    • Negotiable
    • Posted about 2 months 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...

    • Hong Kong
    • HK$960000 - HK$1700000 per annum
    • Posted about 2 months ago

    Key responsibilities include: Lead the team, provide coaching, training and guidance to the team on daily trust business to ensure successful trust services Develop and execute business goals, strategy and objectives to grow and promote trust business Provide professional advice, develop and main...

    • Hong Kong
    • HK$1200000 - HK$1700001 per annum
    • Posted about 2 months ago

    Assisting the Transactor with the Credit Greenlight memos Full credit underwriting with appropriate risk return characteristics based on Citi's Credit and Product Standards, policies and procedures. Preparation of Credit Applications ensuring accuracy and completeness of data Financial Analysis i...

    • San Francisco
    • + Bonus
    • Posted about 2 months ago

    This individual will be responsible for all daily, monthly & quarterly activities and related business operations ensuring accuracy and timeliness while adhering to regulatory requirements. They will also essentially be the right hand to the Director of Operations and will be responsible for assi...

    • Madrid
    • Negotiable
    • Posted about 2 months ago

    The Senior Private Banker will: Be accountable for identifying and developing client relationships within the HNW market with a focus on Spanish clients. Act as trusted advisor to U/HNW clients providing bespoke wealth management services. Lead new client acquisition and retention through strong ...

    • Singapore
    • Negotiable
    • Posted about 2 months ago

    Job Description Able to conduct full client onboarding cycle - account opening documentation for clients Ensure completeness in accordance with KYC policy and guidelines by conducting due diligence Communicate and work with relationship managers adhering to advisory processes Well versed with KYC...

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