Wealth Management jobs

• Greenwich
• US$100000 - US$150000 per year
• Posted 5 days ago

**Title: Exciting Opportunity for an AVP, Operations in Greenwich, CT** Are you ready to step into a role that will place you at the forefront of financial innovation? We are seeking a dynamic and experienced Associate Vice President (AVP) of Operations who is eager to contribute to the transform...

• Dubai
• Negotiable
• Posted 8 days ago

Our client is a leading External Asset Manager based in Dubai, specializing in providing bespoke financial solutions to high-net-worth individuals and institutional clients. Our team of experienced professionals is dedicated to delivering exceptional service and tailored investment strategies to ...

• Fort Washington
• US$100000 - US$125000 per year
• Posted 12 days ago

We are seeking a dynamic Brokerage Director to join our team and drive life and annuity sales. This role involves interacting directly with prospects, working with agents, and building sales for the agency. Key Responsibilities: Develop and implement strategies to increase sales and cultivate new...

• United States of America
• US$100000 - US$125000 per year
• Posted 12 days ago

We are seeking a dynamic Brokerage Director to join our team and drive life and annuity sales. This role involves interacting directly with prospects, working with agents, and building sales for the agency. Key Responsibilities: Develop and implement strategies to increase sales and cultivate new...

• Hong Kong
• Negotiable
• Posted 12 days ago

Key Responsibilities: Oversee Product Onboarding: Lead the process of onboarding new investment products within the wealth management platform. Ensure that new offerings are aligned with client needs, risk profiles, and market opportunities. Investment Advisory Services: Act as a trusted advisor ...

• Singapore
• Negotiable
• Posted 12 days ago

Key Responsibilities: Oversee Product Onboarding: Lead the process of onboarding new investment products within the wealth management platform. Ensure that new offerings are aligned with client needs, risk profiles, and market opportunities. Investment Advisory Services: Act as a trusted advisor ...

• Singapore
• Negotiable
• Posted 15 days ago

Responsibilities Oversee the preparation of accurate and timely financial reports, including P&L statements, balance sheets, and cash flow statements. Lead the annual budgeting process and ongoing financial forecasting, ensuring alignment with business goals. Identify and assess financial risks, ...

• Hong Kong
• HK$600000 - HK$900000 per annum
• Posted 19 days ago

Key Responsibilities Deliver comprehensive wealth planning solutions, utilizing insurance and trust products, to high net worth individuals and corporate clients for estate planning, succession planning, and asset protection. Serve as a subject matter expert on wealth planning and insurance/trust...

• New York
• Negotiable
• Posted about 1 month ago

**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 ...

• New York
• Negotiable
• Posted about 1 month ago

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 ...

• Singapore
• Negotiable
• Posted about 1 month ago

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 b...

• Hong Kong
• HK$1000000 - HK$1400000 per annum
• Posted about 1 month ago

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 port...

• Houston
• Up to US$150000 per year
• Posted about 1 month ago

Job Title: M&A Associate Company Summary: We are currently partnered with a Testing, Inspection and Certifications company looking to add an M&A Associate to the team in Houston, TX. This opportunity will allow you to join a lean and active team with high visibility to senior executives. This is ...

• Hong Kong
• HK$500000 - HK$600000 per annum
• Posted about 1 month ago

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, polic...

• West Hollywood
• US$75000 - US$120000 per year
• Posted about 1 month ago

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...

• England
• Up to US$150000 per year
• Posted about 1 month ago

Job Title: M&A Associate Company Summary: We are currently partnered with a Testing, Inspection and Certifications company looking to add an M&A Associate to the team in Houston, TX. This opportunity will allow you to join a lean and active team with high visibility to senior executives. This is ...

• Hong Kong
• HK$480000 - HK$600000 per annum
• Posted about 1 month ago

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 t...

• London
• £30000 - £35000 per annum
• Posted about 2 months ago

THIS IS A TEST - DO NOT APPLY!!!! THIS IS A TEST - DO NOT APPLY!!!! THIS IS A TEST - DO NOT APPLY!!!! THIS IS A TEST - DO NOT APPLY!!!! THIS IS A TEST - DO NOT APPLY!!!! THIS IS A TEST - DO NOT APPLY!!!! THIS IS A TEST - DO NOT APPLY!!!!

• Singapore
• Negotiable
• Posted about 2 months ago

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 a...

• Parsippany-Troy Hills Township
• US$60000 - US$90000 per year
• Posted about 2 months ago

Title: Operations Specialist Location: Parsippany, New Jersey Compensation: 60k to 90k Job Overview: Currently looking representing a growing financial services firm that is looking to add an Operations Specialist to their team. This role involves supporting the Operations Manager by handling the...

• Los Angeles
• US$75000 - US$120000 per year
• Posted about 2 months ago

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 ...