Private Bankers / Financial Advisors jobs

Found 11 jobs
    • San Francisco
    • Negotiable
    • Posted 4 days ago

    A renowned and Leading Private Bank with a broad domestic presence is actively looking for a seasoned Senior Private Banker to join their thriving Northern California team. This person will be responsible for working with existing client relationships and sourcing new business as well. This is an...

    • Hong Kong
    • Negotiable
    • Posted 6 days ago

    Responsibilities * Provide investment support, education and guidance to clients, prospects and Relationship Managers * Assess client need, experience, expectations and risk tolerance * Develop comprehensive investment strategy and asset allocation proposal appropriate to client * Coordinate exec...

    • Hong Kong
    • Negotiable
    • Posted 6 days ago

    Responsibilities: * Actively identify prospects and establish contact with them/convert prospects into clients. * Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. * Anticipate events in a client's life and business which have significant financial imp...

    • Hong Kong
    • Negotiable
    • Posted 13 days ago

    Responsibilities * Provide investment support, education and guidance to clients, prospects and Relationship Managers * Assess client need, experience, expectations and risk tolerance * Develop comprehensive investment strategy and asset allocation proposal appropriate to client * Coordinate exec...

    • Hong Kong
    • Negotiable
    • Posted 13 days ago

    Responsibilities * Provide investment support, education and guidance to clients, prospects and Relationship Managers * Assess client need, experience, expectations and risk tolerance * Develop comprehensive investment strategy and asset allocation proposal appropriate to client * Coordinate exec...

    • Hong Kong
    • Negotiable
    • Posted 13 days ago

    Responsibilities * Provide investment support, education and guidance to clients, prospects and Relationship Managers * Assess client need, experience, expectations and risk tolerance * Develop comprehensive investment strategy and asset allocation proposal appropriate to client * Coordinate exec...

    • Connecticut
    • Negotiable
    • Posted about 1 month ago

    Some other responsibilities may include (not are not limited) too: Responding to client inquiries for information about products and services tailored to their specific portfolio. Prior experience working in Private Wealth Management and assisting HNW and UHNW clients. Maintaining a database of c...

    • Hong Kong
    • Negotiable
    • Posted about 1 month ago

    Key Responsibilities include: Providing Company Secretarial and corporate services duties to offshore and onshore jurisdictions To coordinate client activity and be involved in client contact Providing clients with information relating to company secretary and statutory compliance matters For sen...

    • Hong Kong
    • Negotiable
    • Posted about 1 month ago

    Responsibilities * Provide investment support, education and guidance to clients, prospects and Relationship Managers * Assess client need, experience, expectations and risk tolerance * Develop comprehensive investment strategy and asset allocation proposal appropriate to client * Coordinate exec...

    • Hong Kong
    • Negotiable
    • Posted about 1 month ago

    Responsibilities: * Actively identify prospects and establish contact with them/convert prospects into clients. * Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. * Anticipate events in a client's life and business which have significant financial imp...

    • Zurich
    • Swiss Franc160000 - Swiss Franc230000 per annum + Yearly Bonus + advantages
    • Posted about 2 months ago

    YOUR CHALLENGE Develop and execute the business strategy to grow and diversify the bank's client base to sustainably strengthen our revenue base Introduction of new clients to the Group due to the composition of a local network Representation of a sales and performance culture, using technology t...

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