Private Wealth Management jobs

Found 51 jobs
    • Singapore
    • Negotiable
    • Posted 2 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 4 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 4 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 4 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 4 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 4 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 4 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 4 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 4 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 8 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...

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