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

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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Head of Marketing

**Head of Marketing - in New York, 4 days in office** The ideal candidate will be responsible leading an effective marketing strategy to propel company growth. You will work cross-functionally to understand marketing needs, act as a company brand ambassador to external sources, and drive revenue growth through successful marketing campaigns. Responsibilities: Analyze and track performance marketing performance metrics Collaborate with internal and external clients and partners Manage marketing budget and show project ROI Qualifications: 10+ years marketing experience Bachelor's degree or equivalent 8+ years experience B2B marketing skills required, Demand Generation skills preferred Having marketed to Tier 1 banks and/or wealth management firms preferred

Negotiable
New York
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Head of Marketing

Head of Marketing The ideal candidate will be responsible leading an effective marketing strategy to propel company growth. You will work cross-functionally to understand marketing needs, act as a company brand ambassador to external sources, and drive revenue growth through successful marketing campaigns. Responsibilities Analyze and track performance marketing performance metrics Collaborate with internal and external clients and partners Manage marketing budget and show project ROI Qualifications 10+ years of marketing experience Bachelor's degree or equivalent 8+ years experience B2B marketing skills required, Demand Generation skills preferred Having marketed to Tier 1 banks and/or wealth management firms preferred

Negotiable
New York
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Assistant Relationship Manager

We are currently working with a leading Private Bank, providing comprehensive financial services to high-net-worth individuals and families. They are dedicated to delivering personalized solutions and exceptional service to our clients. They are in search of an Assistant Relationship Manager to be part of their Private Banking team in Singapore. Responsibilities of the Assistant Relationship Manager include: Maintain client data, manage contracts, and prepare reports and presentations. Organize schedules for relationship managers and clients to ensure efficient communication. Handle transactions and expense reports, freeing up relationship managers for strategic tasks. Gather market trends and competitor information to support informed client advice. Analyze client data and portfolio performance, providing insights for adjustments. Manage communications, relay important information, and respond to client inquiries. Requirements of the Assistant Relationship Manager include: Minimum of 5 years of experience in private banking. Strong interpersonal, communication, and client interfacing skills. Deep understanding of core principles and concepts. CACS certification. If you are interested, apply online today. We regret to inform that only suitable candidates will be contacted for further discussion. Selby Jennings is a Trading Style of Phaidon International (License number R22110941)

Negotiable
Singapore
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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 or 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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Wealth Planner, Director - Private Bank

We are partnering with a private bank in a search for a Director level Wealth Planner to join their team in Dubai. Job Description The candidate will serve as technical expert and resource on wealth planning matters, including but not limited to trust, insurance, tax advisory and family office advisory - both for prospects and clients. You will work closely with the Relationship Managers to assist in the acquisition of new clients; retain, expand and deepen existing clients through a holistic and independent approach to the clients' wealth planning needs. The candidate will be required to provide internal training to Relationship Managers and other stakeholders. The candidate will follow up the implementation of any suggested planning solutions and liaise with external tax and legal advisors and service providers (trust company, fiduciary companies, insurance brokers, etc.). Profile 7+ years' experience as wealth planner, trust manager/officer or private client legal advisor. Legal or tax background is preferred STEP qualification is a plus Ability to view wealth planning holistically and incorporate various wealth management disciplines Client centric skills including excellent organizational, interpersonal, verbal and written communication skills

ยฃ120000 - ยฃ150000 per annum
Dubai
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Immigration Specialist

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$500000 - HK$600000 per annum
Hong Kong
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VP - Internal Audit, Wealth Management

Title: VP Senior Audit Manager - Wealth Management Location: Dallas, TX 100% on site - no flexibility Client will buy out bonus and pay for relocation if needed Summary: This client is a global investment bank looking to add a VP Senior Audit Manager to their group covering Wealth Management. The Internal Audit team plays a critical role in maintaining the firm's controls and governance by assessing the effectiveness of financial reporting, regulatory compliance, and risk management. In this role, you will be responsible for leading audits across the firm's wealth management operations, ensuring that internal controls are robust and continuously improved. This role involves significant collaboration with senior management, offering valuable insight into the firm's control environment. Key Responsibilities: Develop and maintain a deep understanding of the business areas, products, and supporting functions within Wealth Management. Lead audit testing and supervise junior team members, ensuring the focus is on high-risk areas and that documentation meets quality standards. Identify risks and assess mitigating controls, making recommendations for improvements in the control environment. Prepare audit findings and conclusions, presenting them to senior management and relevant business leaders, and ensure follow-up on open audit issues. Contribute to department-wide initiatives aimed at improving audit processes and infrastructure. Qualifications: 8+ years of experience in internal audit or public accounting within the financial services industry or related control functions. Strong leadership, interpersonal, and communication skills, with the ability to effectively manage relationships and guide junior team members. Expertise in analyzing business risks and controls, particularly within the wealth management, private banking, or related sectors. A 4-year degree in finance, accounting, or a quantitative discipline; a graduate degree is a plus. Relevant certifications such as CPA, CFA, CIA, or NASD Series are preferred.

US$150000 - US$220000 per year
Dallas
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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 About Our Client: Join a prestigious business management firm renowned for serving high-net-worth clients in the sports and entertainment industry. Our client offers a full suite of financial and advisory services, including accounting, tax, tour management, and wealth management. Their mission is to build a solid financial foundation for their clients, enabling them to achieve their professional and personal aspirations. Key Responsibilities: Tax Preparation: Handle individual, corporate, trust, fiduciary, exempt, and various other tax returns at both federal and state levels. Tax Projections: Oversee the preparation of quarterly tax projections and payroll tax returns. Document Management: Calculate and distribute W-2s and 1099s. Audit Coordination: Assist the Tax Manager with audits, entity creation/dissolution, and tax-related training for staff accountants. Direct Reporting: Report directly to the Tax Director. Qualifications: Educational Background: BS in Accounting, Finance, or Economics. Experience: Proven experience working with high-net-worth individuals and providing financial/tax services. Minimum of 3 years managing multiple projects simultaneously. Industry Knowledge: Experience in a business management firm, public accounting firm, or within the entertainment industry. Preferred Qualifications: Advanced Degree: MS in Taxation. Certification: Active CPA required in California or Tennessee. Ready to take your career to the next level? Apply now and become a part of this dynamic team, where your expertise will help shape the financial futures of some of the most influential figures in sports and entertainment!

US$75000 - US$120000 per year
West Hollywood
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Assistant Relationship Manager - International PB

My client is a prestige European private bank with friendly company culture and international footprint. To cope with the expansion of the business, they are hiring a professional ARM to join their front line team. Duties: Support relationship managers by providing high-quality service delivery to High Net Worth clients Executing a broad range of banking and investment task accurately and on a timely basis Ensure that all applications are complied with company policy and regulatory requirements Responsible for account opening, perform KYC and due diligence, and work with internal departments to process account opening Requirements: 4+ years of working experience in private banking sector Solid experience in serving high net-worth clients Good knowledge of investments, banking products, operational procedures and systems Excellent interpersonal, communication, work organisation and client interfacing skills Strong language proficiency, including English, Mandarin and Cantonese

HK$480000 - HK$600000 per annum
Hong Kong
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Wealth Planning Associate - Private Bank

In this role would be responsible for the following; Assist Department Head in servicing high net worth clients with offshore trust structuring, multi-jurisdictional tax planning, asset succession strategies and the set-up of family office in HK and SG Works closely with Department Head and Private Wealth Advisors to service relationships with existing clients by identifying and meeting their Wealth Planning needs Serves as first point of contact for Private Wealth Advisors' enquiries relating to the range of wealth planning solutions offered by the Bank, including but not limited to Insurance Premium Financing Preparation of presentation material to facilitate discussion with existing and prospect clients of the Bank Requirements Ideally previous experience working in a private bank, trust company, legal or CPA firm. Good inter-personal and communication skills / Interaction Skills Team Player Ability to multi task and deal with intermediaries and colleagues on basic enquiries.

S$80000 - S$150000 per annum
Singapore
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Private Banker (EAM)

Lead efforts to identify and attract new high-net-worth clients to the family office platform, working with senior team members to develop and execute a client acquisition strategy. Oversee the client onboarding process, ensuring that all documentation, compliance checks, and legal requirements are met in a seamless and efficient manner. Conduct initial client meetings, understanding their wealth management needs, objectives, and risk tolerance, and introduce them to the family office's services and solutions. Develop and maintain long-term, trust-based relationships with external clients, ensuring their needs are continuously met through personalized wealth management strategies. Provide ongoing support and guidance to clients, keeping them informed on portfolio performance, new investment opportunities, and the family office's offerings. Serve as the key point of contact for clients, responding to inquiries and ensuring the highest level of client satisfaction. Continuously evaluate client satisfaction and identify opportunities to enhance the client experience, driving client loyalty and retention. Work with the team to offer additional services to clients, such as estate planning, tax optimization, philanthropic initiatives, and other value-added solutions. Track client engagement and ensure all aspects of the relationship are well-managed and that clients are receiving consistent, high-quality service.

Negotiable
Singapore
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