Private Wealth Management jobs

Found 46 jobs
    • Hong Kong
    • Negotiable
    • Posted about 11 hours ago

    Key Responsibilities include: Assisting to manage the day-to-day administration of trust Attending to client requests on a daily basis to in preparation for resolution and arranging distributions Review annual financial statements for all trust and company appointments Maintain relationships with...

    • Singapore
    • Negotiable
    • Posted about 17 hours ago

    Responsibilities Work closely with Relationship Managers to provide high-value services to HNW/UHNW clients. Be able to build a strong rapport with existing clients to provide them with investment solutions Support the team for revenue-generating activities Weekly presentations and collaboration ...

    • Singapore
    • S$100000 - S$180000 per annum
    • Posted 1 day ago

    Advise UHNW families on aspects of family office set up, supporting them in developing and implementing a sustainable strategy and the necessary framework including the design of a family office business plan to maintain and grow the family's wealth for today and for the future. Partners with Pri...

    • London
    • Negotiable
    • Posted 2 days ago

    An excellent opportunity to work with a leading private bank in London with offices in the Isle of Man, Jersey and UAE. They are looking for an experienced Business Developer to support their team of Private Bankers and Wealth Planners: The role: Use existing contacts and the wider network of int...

    • Singapore
    • Negotiable
    • Posted 3 days ago

    Responsibilities: Able to handle KYC related matters and review documents for client onboarding and account opening CDD reviews, Periodic Reviews, and SoW corroboration Collaborate with different business units for smooth workflow Requirements: Ideally with 5-8 years of experience in relevant fie...

    • Luxembourg
    • €80000 - €110000 per annum
    • Posted 4 days ago

    As a Senior Risk Manager, you will work as part of a flexible team and contribute by assessing, monitoring, and reporting on all risks pertaining to the funds under the governance as well as further developing the risk culture within the organization. A key focus lies on our Real Estate and Infra...

    • Hong Kong
    • Negotiable
    • Posted 4 days ago

    Key responsibilities: Provide client portfolio advisory to private wealth clients on multi-asset classes including equities, fixed incomes, funds, and structured products based on house view. Lead discussion with clients along with relationship managers with focus on effectively delivering multi-...

    • Singapore
    • £200000 - £200001 per annum
    • Posted 7 days ago

    Our client is a private bank and wealth management firm headquartered in Geneva. They are one of the largest private banks in Switzerland, and serves private and institutional clients. The bank is one of the best-capitalised banks in Switzerland, with approximately USD 175 billion of AUM. Within ...

    • Birmingham
    • Negotiable
    • Posted 9 days ago

    Private Equity Associate Responsibilities: * Conducting market research and leading business and industry diligence for prospective investments * Developing investment memorandum and materials to presenting directly to investment committee * Complex financial modeling * Working directly with mana...

    • Hong Kong
    • Negotiable
    • Posted 12 days ago

    Soft skills: Capable of working independently with minimal supervision and yet be collaborative in order to draw from the firm's wealth of experience and expertise Excellent conceptual and sales skills Should be able to work well in a matrix organisational structure with many different stakeholde...

    • Hong Kong
    • Negotiable
    • Posted 13 days ago

    Job duties: Managing organizational sales by developing a business plan that covers sales, revenue, and expense controls Meeting planned sales goals Setting individual sales targets with the RM sales team Tracking sales goals and reporting results Overseeing the activities and performance of the ...

    • Hong Kong
    • HK$1000000 - HK$1500001 per annum
    • Posted 15 days ago

    At least 10 years work experience with minimum 5 years in the NPO field such as project manager with a large foundation. Or as a minimum, topic experience working in impact investing/corporate philanthropy sector. Participate in client meetings with RMs to discuss philanthropy advisory services a...

    • Hong Kong
    • Negotiable
    • Posted 15 days ago

    Responsibilities: Source relevant offerings, content and solutions for UHNW Clients and Family offices Work with and assist Philanthropy Advisors on family succession cases Lead a team in driving performance and new business Arrange client events for the Solutions Group Conduct CA training Requir...

    • Hong Kong
    • HK$60000 - HK$60001 per annum
    • Posted 16 days ago

    Key Responsibilities include: Responsible for conducting and checking all financial reporting for clients Prepare timely and comprehensive financial reports in accordance to client requirements Manage and motivate a team Making sure the team is performing efficiently and communication is smooth M...

    • Hong Kong
    • Negotiable
    • Posted 16 days ago

    Key Responsibilities include: Providing Company Secretarial and corporate services duties to offshore and onshore jurisdictions Focus will be on handling Listed Companies To coordinate client activity and be involved in direct client contact Providing clients with information relating to company ...

    • Hong Kong
    • Negotiable
    • Posted 16 days ago

    Key Responsibilities include: Assisting to manage the day-to-day administration of trust Attending to client requests on a daily basis to in preparation for resolution and arranging distributions Review annual financial statements for all trust and company appointments Maintain relationships with...

    • Luxembourg
    • Negotiable
    • Posted 16 days ago

    Risk manager - Fund management Your Tasks: Responsibility for internal and external risk management reporting. Evaluation and documentation of the risk reporting. Information compression and dissemination as well as ad hoc analysis. Further development and implementation of all relevant risk mana...

    • Hong Kong
    • Negotiable
    • Posted 17 days ago

    Covers Tech Giants such as Xiaomi, TSMC, Huawei Knows the ins and outs of up coming Technology companies 8 Years relavant experience

    • Cologne
    • Negotiable
    • Posted 21 days ago

    Summary: We are working alongside our client, a leading asset manager who specialize in multi-asset funds, in their search for an Internal Audit Specialist to join their team in Cologne. The role involves working alongside an experienced team of professionals and performing relevant Audit engagem...

    • Amsterdam
    • Negotiable
    • Posted 22 days ago

    Role As Senior Risk Analyst, you will manage the team and work in all of the above areas with a focus on market, credit, and liquidity risk. The responsibility for identification, assessing, measuring, monitoring, mitigating, and reporting on risks are important parts of the team's responsibiliti...

    • Madrid
    • Negotiable
    • Posted 22 days ago

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

    • London
    • Negotiable
    • Posted 22 days ago

    Are you interested in working with one of the largest Swiss private banks with a strong global presence? Do you have an entrepreneurial mindset and would like an open architecture platform to provide clients with independent advice? Responsibilities: * Run clients investment portfolio * Manage al...

    • Madrid
    • Negotiable
    • Posted 22 days ago

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

    • Lisbon
    • Negotiable
    • Posted 22 days ago

    They have: More than 2 Decades of Market presence:Stability and recognition €25Mln per year target:Conservative, opportunity to evolve in the business, not hire and fire Zero Market Segmentation:Free reign to attack the remit of your choice Work with Affluent & U/HNW Client:Flexible and open Prov...

    • Dubai
    • Negotiable
    • Posted 22 days ago

    We are working with an external asset manager established in the DIFC which has a strong track record. They are committed to the region and have a long term vision that will appeal any individual looking to make a long-term move. Requirements: 10 years of wealth management experience or equivalen...

    • Luxembourg
    • Negotiable
    • Posted 22 days ago

    The Senior Private Banker will: Have native-level fluency in Italian, Swedish, Finnish or Flemish. Have a portfolio of clients they can transfer Act as trusted advisor to U/HNW clients providing bespoke wealth management services. Be accountable for identifying and developing client relationships...

    • Lugano
    • Negotiable
    • Posted 23 days ago

    They're looking for bankers who can transfer assets: 50-70Mln in the first 2 years But they will be given assets too, hence the hunter/farmer aspect of the role Italian market is there first priority, but they are non-segmented. The Senior Private Banker will: Act as trusted advisor to U/HNW clie...

    • Hong Kong
    • Negotiable
    • Posted 23 days ago

    Responsibilities: Work closely with current business segments to achieve the company's goals; Work actively on business expansion and new project development, execute operational strategic business plans; Implement effective work plans for the delivery of various events/programmes within time and...

    • Hong Kong
    • Negotiable
    • Posted about 1 month ago

    Responsibilities: Manage and maintain client relationships Assist the Sales Team to advise on Trust structures Provide and assist on Trust administration duties Oversee junior staff Requirements University Degree Min. 5 years within the industry STEP qualification preferred Confident in advising ...

    • Hong Kong
    • Negotiable
    • Posted about 1 month ago

    Lead Digital Wealth Retail Business to drive AUM growth Works closely with IT/Product teams to understand product strategies on next investment trends Ensure product suitability Direct reporting to co-founders Job Requirements Bachelor degree in Finance, Economics or other relevant disciplines or...

    • Hong Kong
    • Negotiable
    • Posted about 1 month ago

    Responsibilities Lead and drive the Private Banking sales team to develop new accounts by proactively engaging with both internal and external business partners. Explore, identify and develop business prospects systematically. Create added value for both our clients and the Bank through actively ...

    • Hong Kong
    • Negotiable
    • Posted about 1 month ago

    Responsibilities: Specialized in covering clients' activities in fixed income cash trading and structured products. Provide fixed income ideas to UHNW clients. Actively develop and market to a dedicated advisory client base. Identify clients' needs and fixed income objectives within the context o...

    • Hong Kong
    • Negotiable
    • Posted about 1 month ago

    Job Duties convert multi-industry knowledge into understandable equities research reports, investment opinions and sector views conduct valuation analysis and form an opinion of return potential for the aggregated H share indices remain current on market developments in China as well as geopoliti...

    • Hong Kong
    • Negotiable
    • Posted about 1 month ago

    Responsibilities: Partner with Private Bankers and Investment Counselors to deliver advice on alternative investment opportunities, and support product launches Help to lead the fundraising process for private banking alternative investment offerings Analysing multi-asset class investment portfol...

    • Hong Kong
    • Negotiable
    • Posted about 1 month ago

    Key Responsibilities Focus on suitability of investments for a dedicated group of clients; understand client risk appetite, investment preference and return expectations Liaise with Relationship Managers to produce account plans aimed at developing the client relationship including growth of asse...

    • Hong Kong
    • Negotiable
    • Posted about 1 month ago

    Responsibilities: Provide High Quality Wealth Planning Services to HNW Clients Work with RM's to build and maintain client relationships Build relationships with intermediaries Generate and prospect leads from the bank Requirements: Minimum 8 years related experience Knowledge within Trust, Estat...

    • China
    • Negotiable
    • Posted about 1 month ago

    Key Responsibilities include: Generating new business growth through client acquisition, retention and network development Identify and convert prospects into clients Provide solutions in Wealth Planning & Trust Services needs to High Net Worth corporate and private clients To attend networking e...

    • China
    • Negotiable
    • Posted about 1 month ago

    Key Responsibilities include: Generating new business growth through client acquisition, retention and network development Identify and convert prospects into clients Provide solutions in Wealth Planning & Trust Services needs to High Net Worth corporate and private clients To attend networking e...

    • Hong Kong
    • Negotiable
    • Posted about 2 months ago

    Job Duties convert multi-industry knowledge into understandable equities research reports, investment opinions and sector views conduct valuation analysis and form an opinion of return potential for the aggregated H share indices remain current on market developments in China as well as geopoliti...

    • Luxembourg
    • €130000 - €140000 per annum
    • Posted about 2 months ago

    In his/her quality of Conducting Officer, (s)he will be in charge of: - The management and supervision of the company and its assigned employees; - The day to day management of the company's operations as well as promoting the company's business to existing and new clients; - The representation o...

    • Hong Kong
    • Negotiable
    • Posted about 2 months ago

    Candidate Responsbilities: Taking lead in the enhancement and standardization of financial controls, processes & reporting globally to achieve better quality and accuracy in financial reporting Proactively manage and continuously improve the overall quality of the Group's financial reporting and ...

    • Hong Kong
    • Negotiable
    • Posted about 2 months ago

    Responsibilities: Monthly NAV Calculations Support/ produce year end financial statements Handle client information requests Review Management fee calculations Work with other teams to produce other necessary reports Manager and above would be supporting junior staff Requirements: Years of experi...

    • Hong Kong
    • HK$1500000 - HK$1700000 per annum
    • Posted about 2 months ago

    Responsibilities: Prospecting and pitching the business Working with internal teams to grow accounts and maintain relationships Assist in marketing campaigns and events to build the brand name Work closely with the services team to provide smooth handover process Requirements: Min. 8-10 years of ...

    • Hong Kong
    • Negotiable
    • Posted about 2 months ago

    New Economy (NE) is one of the three key growth pillars set under the APAC growth initiative. The key is to generate incremental business through the following Onboarding of new clients in the NE sector Work with the GB sector bankers to generate capital market transactions as set out in the NE i...

    • Madrid
    • €200000 - €250000 per annum
    • Posted about 2 months ago

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

    • Washington
    • Negotiable
    • Posted about 2 months ago

    Real Estate Private Equity Senior Associate A well-capitalized real estate tech firm based in Washington, DC is seeking to add a Real Estate Private Equity Senior Associate to their team to aid in assessing real estate investment opportunities including acquisition and development of a variety of...