Wealth Management

Wealth Management

Selby Jennings: Your Premier Partner for Wealth Management Talent in Hong Kong

As a leading recruiter specializing in financial sciences & services, Selby Jennings takes the lead in connecting top talent with wealth management opportunities. Our global wealth management team operates from offices across three continents, offering comprehensive permanent, contract, and multi-hire recruitment solutions.

For nearly two decades, our clients and candidates in Hong Kong have entrusted us with their specialist private wealth management recruitment needs, knowing their processes are in capable hands. With a surge in affluent individuals and continuous advancements in the Fintech market, the demand for skilled industry professionals is at an all-time high.

Through streamlining processes and empowering workforces with upskilling initiatives, we help enterprises stay at the cutting edge by adopting flexible work models. Our guidance and expertise assist business leaders in seizing opportune moments and making informed decisions. Additionally, we provide invaluable insights to wealth management professionals, enabling them to benchmark benefits packages and salaries, while also supporting them through significant career transitions.

Whether you seek to secure the very best wealth management talent for your organization or you're a professional looking for exciting wealth management jobs in Hong Kong, the Selby Jennings Wealth Management advisory team is dedicated to connecting exceptional talent with industry-leading clients. Trust Selby Jennings to be your gateway to success in the dynamic and competitive world of wealth management in Hong Kong.

If you are a candidate, please Register your CV and get discovered for all relevant roles.โ€‹

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โ€‹โ€‹If you are a client looking to source the best talent, please Register Your Vacancy or Request a Call back.


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Benefits of working with Selby Jennings team

We are a specialist talent partner. Among the many benefits of working with Selby Jenningsโ€™ global g team are:

Experience

We have nearly 20 years of experience as a leading recruiter in financial sciences & services.

โ€‹Network

A vast, global network of the best, in-demand professionals, working with the worldโ€™s largest financial institutions to innovative fintech start-ups and beyond.โ€‹

โ€‹Knowledge

Our award-winning talent specialists offer bespoke, tailored guidance on the latest hiring trends and industry news to help you achieve your goals.

At Selby Jennings, we believe in fostering long-term partnerships based on trust, integrity, and mutual success. We strive to provide personalized solutions tailored to your specific requirements, offering flexible options to accommodate your preferences. Whether you need to fill critical positions quickly or are seeking strategic talent acquisition solutions, we have the resources and expertise to deliver results. Submit your vacancy to us today.

Take the first step towards overcoming your talent shortage today by completing the form. Our team looks forward to speaking with you to explore how we can partner with your organization to meet your recruitment needs efficiently and effectively.

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Wealth Management Jobs

Wealth Planning - Private Weatlh

Our client is a leading financial institution looking to grow their HNW wealth planning team in Asia. Job Responsibilities Provide high quality wealth planning services to HNWIs in North Asia. Identifying wealth management needs and legacy planning solutions including trusts, tax and insurance. Create and implement a sales strategy aimed at generating new business opportunities in the high-net-worth market. Work with the sales team to identify wealth management needs of clients and introduce tailored insurance solutions for their high-net-worth portfolios. Required Qualifications Minimum of 8 years in high-net-worth business, focusing on private client solutions, wealth planning, or trust solutions. Proficient in using insurance and fiduciary structures (e.g., offshore trusts) as planning tools. Ability to build strong relationships with professional intermediaries in the private wealth sector, including trust specialists, accountants, and lawyers. Experience with the high-net-worth insurance landscape, particularly in the Mainland Chinese market. Proven ability to drive and execute initiatives on a firmwide level in the high-net-worth/private client segment. Background in private banking, wealth planning, tax advisory, or as a trustee. Fluent in Chinese, Putonghua, and English.

HK$700000 - HK$900000 per annum
Hong Kong
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Mandate Solutions/ Portfolio Specialist - International PB

My client is a prestige private bank providing strong discretionary and mandates services to their clients. To support the growth of their discretionary portfolio management, they are now hiring an experienced candidate in mandates and discretionary products. Job Description: Act as a client portfolio manager during pitches and periodic reviews. Manage multi-asset classes of discretionary portfolios for UHNW & Institutional clients. Prepare marketing materials including investment presentations and portfolio strategic updates in accordance with the investment risk appetite. Promote DPM and mandates products and services alongside with other RMs or investment counsellor. Requirement: 7+ years of mandate solutions or product specialist experience from fund house of DPM team. Excellent presentation skills Good command of English and Chinese as this is a regional role Able to work independently

HK$1000000 - HK$1400000 per annum
Hong Kong
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Trading Associate

We are searching for a dynamic Trading Associate to join our trading team. The trading team executes a high volume of trades in equity, fixed income and option securities for our separately managed accounts, generates and maintains performance data for our clients and strategies and supports the quarterly client reporting process. In addition, as a Trading Associate you will: ยท Coordinate execution and settlement with our custodians and brokers ยท Maintain CRM records & conduct data audits ยท Assist in back-office responsibilities ranging from forms submissions, voting on corporate actions, data compilation and data reconciliation ยท Develop an understanding of insurance products and services, and fixed income products and metrics ยท Liaise between client, insurance service provider, and Engineering team ยท Create and update advanced Excel models, supporting data analysis and decision making ยท Monitor custodial, account and portfolio data and resolve issues and discrepancies What you will bring This role is for someone who has genuine interest in the world of wealth management, investments, and financial and insurance markets and is passionate about processes and efficiency. ยท Attention to detail, communication, and the ability to handle multiple responsibilities ยท 2-4 years of experience working in an investment advisory, asset management or financial services company ยท Familiarity with equities and bonds, settlements and money movement ยท Strong Excel and math skills ยท Willingness to work stock market hours ยท Nice to have, but not required: o Insurance and Fixed Income industry knowledge o Trade execution experience o Bond trading experience o VBA, Python, SQL

Negotiable
Beverly Hills
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Analyst/Manager - Business Development

Job Title: Corporate Development Analyst Salary: $100,000 + Bonus Company Summary: We are currently partnered with a leading Casino & Hospitality company looking to add a Corporate Development Analyst to their team in Fort Lauderdale, FL. This opportunity will allow you to join a lean and active team with high visibility to senior executives. This is a growth hire for this team as they have a number of active and exciting projects and looking to continue broadening the scope of the team. This Corporate Development Analyst will be responsible for: Build and maintain complex financial models to perform analyses under different operating scenarios and conduct in depth fundamental, financial and operational due diligence and analysis on new business development opportunities, investments and acquisitions. Perform valuation and financial analyses, including DCF, project financing, trading comparable, precedent transactions, pro-forma projections and LBO analyses to provide the information needed to evaluate a potential development project, acquisition targets, and other corporate development and investment opportunities. Assist in day-to-day deal and project execution. Analyze market trends and conduct market research. This Corporate Development Analyst should have the following qualification: 1-2 years in Investment Banking. Experience within real estate, casinos, or hospitality preferred but not required. Bachelors in Finance, Economics, Business or related fields. Located in or willing to relocate to Fort Lauderdale, FL. If you are interested in this Corporate Development Analyst position, do not wait to apply!

Up to US$100000 per year
Davie
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Analyst/Manager - Business Development

Job Title: Corporate Development Analyst Salary: $100,000 + Bonus Company Summary: We are currently partnered with a leading Casino & Hospitality company looking to add a Corporate Development Analyst to their team in Fort Lauderdale, FL. This opportunity will allow you to join a lean and active team with high visibility to senior executives. This is a growth hire for this team as they have a number of active and exciting projects and looking to continue broadening the scope of the team. This Corporate Development Analyst will be responsible for: Build and maintain complex financial models to perform analyses under different operating scenarios and conduct in depth fundamental, financial and operational due diligence and analysis on new business development opportunities, investments and acquisitions. Perform valuation and financial analyses, including DCF, project financing, trading comparable, precedent transactions, pro-forma projections and LBO analyses to provide the information needed to evaluate a potential development project, acquisition targets, and other corporate development and investment opportunities. Assist in day-to-day deal and project execution. Analyze market trends and conduct market research. This Corporate Development Analyst should have the following qualification: 1-2 years in Investment Banking. Experience within real estate, casinos, or hospitality preferred but not required. Bachelors in Finance, Economics, Business or related fields. Located in or willing to relocate to Fort Lauderdale, FL. If you are interested in this Corporate Development Analyst position, do not wait to apply!

Up to US$120000 per year
Davie
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Analyst/Manager - Business Development

Job Title: Corporate Development Analyst Company Summary: We are currently partnered with a leading Casino & Hospitality company looking to add a Corporate Development Analyst to their team in Fort Lauderdale, FL. This opportunity will allow you to join a lean and active team with high visibility to senior executives. This is a growth hire for this team as they have a number of active and exciting projects and looking to continue broadening the scope of the team. This Corporate Development Analyst will be responsible for: Build and maintain complex financial models to perform analyses under different operating scenarios and conduct in depth fundamental, financial and operational due diligence and analysis on new business development opportunities, investments and acquisitions. Perform valuation and financial analyses, including DCF, project financing, trading comparable, precedent transactions, pro-forma projections and LBO analyses to provide the information needed to evaluate a potential development project, acquisition targets, and other corporate development and investment opportunities. Assist in day-to-day deal and project execution. Analyze market trends and conduct market research. This Corporate Development Analyst should have the following qualification: 2+ years in Investment Banking. Experience within real estate, casinos, or hospitality preferred but not required. Bachelors in Finance, Economics, Business or related fields. Located in or willing to relocate to Fort Lauderdale, FL. If you are interested in this Corporate Development Analyst position, do not wait to apply!

Up to US$120000 per year
Davie
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Multi Family Office - Business Development, Immigration

Our client is a multi-family office based in Hong Kong, dedicated to providing solutions to high-net-worth individuals and families. We are seeking a dynamic and results-driven Immigration Sales Consultant, you will be responsible for guiding clients through the immigration process, offering personalized consultation, and driving sales for our immigration services, amongst other areas including trust, education and family office services. Key Responsibilities Client Consultation: Engage with potential clients to understand their immigration needs and provide tailored solutions. Sales Strategy: Develop and implement effective sales strategies to meet and exceed targets. Market Analysis: Stay informed about immigration trends, policies, and competitor offerings to maintain a competitive edge. Relationship Management: Build and maintain strong relationships with clients, ensuring a high level of satisfaction and retention. Documentation Support: Assist clients in preparing necessary documentation and applications for immigration processes. Collaboration: Work closely with internal teams to ensure seamless service delivery and compliance with legal requirements. Qualifications Bachelor's degree in Business, Law, or a related field. 3+ years of experience in sales, preferably in immigration services or financial services. Strong understanding of immigration processes in various jurisdictions. Excellent communication, interpersonal, and negotiation skills. Ability to work independently and as part of a team in a fast-paced environment. Fluency in Mandarin and Cantonese.

HK$400000 - HK$750000 per annum
Hong Kong
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Tax Director

Job Title: Tax Director Location (Hybrid): West Hollywood, CA / Nashville, TN Job Type: Full-time Compensation: $200,000 - $275,000 base salary + discretionary bonus Description: We are working with a well-renowned business management firm serving high-net-worth clients in the sports and entertainment industry. They provide comprehensive financial and advisory services such as accounting, tax, tour management and wealth management. They create a financial foundation and path to sustain growth and stability which allows their clients to focus on their fullest professional and personal goals. Responsibilities: Oversee the preparation of tax returns and financial statements Oversee international tax matters Review investment reconciliations, the distribution of W-2's and 1099's, and quarterly/annual payroll tax returns Supervise the Tax staff and train the Accounting and Business Management teams on (tax) best practices Qualifications: BS in Accounting, Finance, or Economics Experience working with High-Net-Worth Individuals and providing financial/tax services At least 10 years of Tax experience and at least 5 years of managerial experience Preferred: MS in Taxation *Active CPA required in California or Tennessee*

US$200000 - US$275000 per year
Los Angeles
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Senior Tax Accountant

Job Title: Senior Tax Accountant Location (Hybrid): West Hollywood, CA / Nashville, TN Job Type: Full-time Compensation: $75,000 - $120,000 base salary + discretionary bonus Description: We are working with a well-renowned business management firm serving high-net-worth clients in the sports and entertainment industry. They provide comprehensive financial and advisory services such as accounting, tax, tour management and wealth management. They create a financial foundation and path to sustain growth and stability which allows their clients to focus on their fullest professional and personal goals. Responsibilities: Prepare individual, corporate, trust, fiduciary, exempt, and various other tax returns on both the federal and state level Look over the preparation of quarterly tax projections as well as quarterly and annual payroll tax returns Calculate and distribute W-2s and 1099s Assist the Tax Manager with coordinating audits, creating/dissolving entities, and engaging in tax-related training with staff-accountants Report directly to the Tax Director. Qualifications: BS in Accounting, Finance, or Economics Experience working with High-Net-Worth Individuals and providing financial/tax services At least 3 years of experience overseeing multiple projects simultaneously Experience working in a business management firm, public accounting firm, or withing the entertainment industry Preferred: MS in Taxation *Active CPA required in California or Tennessee*

US$75000 - US$120000 per year
Los Angeles
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Senior Relationship Manager

Job Title: Relationship Manager Location: Dubai, UAE Job Summary: Our client is seeking a dynamic and experienced Relationship Manager to join their leading Private Bank based in Dubai. The ideal candidate will be responsible for managing and growing our U/high-net-worth client base by providing personalised banking services, investment advice, and tailored financial solutions. Key Responsibilities: Client Management: Build and maintain strong relationships with U/high-net-worth individuals, understanding their financial needs and providing customised banking solutions. Business Development: Identify and pursue new business opportunities through networking, referrals, and market research. Team Collaboration: Work closely with other departments, such as investment banking, to deliver comprehensive services to clients. Qualifications: Minimum of 5 years of experience in Relationship Management within the Private banking sector. Strong understanding of financial products and services. Excellent communication and interpersonal skills. Proficiency in Arabic and English is preferred. Proven ability to manage U/high-net-worth clients and build long-lasting relationships

Negotiable
Dubai
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Assistant Relationship Manager (SEA market) - Private Bank

Our client is an international PB dedicated to providing exceptional services to their clients. As part of the expansion, they are now looking for an experienced Assistant Relationship Manager to join the team in Singapore. Job Description: Support Relationship Managers in managing and growing client portfolios. Assist in the on-boarding process of new clients, gathering all necessary documentation and ensuring compliance with regulatory requirements. Respond promptly to client inquiries and requests, providing effective solutions and ensuring a high level of client satisfaction. Conduct regular reviews and assessments of client portfolios to ensure alignment with their financial goals and risk tolerance. Requirements: 4+ years of working experience as ARM in private banking sector CACS Paper 1&2 Good knowledge of investments, banking products, operational procedures and systems Excellent interpersonal, communication, work organisation and client interfacing skills Strong language proficiency

S$80000 - S$120000 per annum
Singapore
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Senior Tax Accountant

Job Title: Senior Tax Accountant Location (Hybrid): Nashville, TN / West Hollywood, CA Job Type: Full-time Compensation: $75,000 - $120,000 base salary + discretionary bonus Description: We are working with a well-renowned business management firm serving high-net-worth clients in the sports and entertainment industry. They provide comprehensive financial and advisory services such as accounting, tax, tour management and wealth management. They create a financial foundation and path to sustain growth and stability which allows their clients to focus on their fullest professional and personal goals. Responsibilities: Prepare individual, corporate, trust, fiduciary, exempt, and various other tax returns on both the federal and state level Look over the preparation of quarterly tax projections as well as quarterly and annual payroll tax returns Calculate and distribute W-2s and 1099s Assist the Tax Manager with coordinating audits, creating/dissolving entities, and engaging in tax-related training with staff-accountants Report directly to the Tax Director. Qualifications: BS in Accounting, Finance, or Economics Experience working with High-Net-Worth Individuals and providing financial/tax services At least 2 years of experience overseeing multiple projects simultaneously Experience working in a business management firm, public accounting firm, or withing the entertainment industry Preferred: MS in Taxation *Active CPA required in Tennessee or California*

US$75000 - US$120000 per year
Nashville
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