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The role is responsible for managing and developing retail banking client relationships by providing professional financial advice and personalised banking solutions. The Relationship Manager works closely with customers to grow portfolios, achieve business targets, and deliver high‑quality service within a prestigious banking platform
Focused on opportunistic PE and growth investments, deal syndication, and capital raising through an established investor network
The Insurance Product Specialist supports Relationship Managers by providing sales‑driven product advisory and structuring support for insurance solutions tailored to high‑net‑worth clients. The role plays a key part in driving insurance revenue, enhancing client value, and supporting complex wealth‑planning needs.
We are looking for a Assistant Relationship Manager/ Client Service Officer, Private Banking to join the financial services industry in Hong Kong. This role focuses on delivering excellent customer service while supporting relationship managers in managing client portfolios.
This role provides senior‑level FX advisory and execution support to Private Banking Relationship Managers and their high‑net‑worth clients. The FX Sales professional leverages market expertise to drive FX revenue, manage risk, and deliver tailored currency solutions.
Our client is one of Hong Kong's prominent families, and they are seeking an Investment Advisor / Gatekeeper to provide tailored financial guidance and act as a trusted partner in managing and growing the family's wealth. The role involves assessing financial needs, developing investment strategies, overseeing portfolios, and supporting long‑term wealth, trust, and estate planning.
As a Client Advisor Associate in the financial services industry, you will support client relationship management and ensure the highest level of service delivery. This role offers the opportunity to work in a dynamic environment and contribute to the success of the banking and financial services department.
You will serve as a Senior Finance Leader for U.S. market second to the CEO. You will oversee financial strategy and execution, lead operations, optimize processes and supply chain, drive cross-functional alignment, and act as bridge to headquarters, reporting performance, risks, audits, budgeting, forecasting, and analysis.
The Financial Controller role in the life science industry involves overseeing financial operations, ensuring compliance with regulations, and driving strategic financial planning. This is an excellent opportunity to lead the Accounting & Finance department in a permanent position based in Hong Kong.
Our client is a top American Private Bank and they are looking for a Quality Assurance Analyst/ Associate to join their PWM Account Management project team to handle quality assurance testing/ compliance testing, validate and summarize QA results and thematic reviews. The candidate should have 2-4 years of working experience in quality assurance testing/ compliance testing/ compliance monitoring / audit / consulting within big 4 or private banking industry.
The Finance Manager or Analyst will oversee financial operations and provide strategic insights to support business objectives within the financial services industry. This role requires a detailed-oriented professional to manage accounting and finance processes effectively in a dynamic environment in Hong Kong.
As a Senior Investor Relations professional, your key responsibilities are to lead fundraising efforts targeting Family Office LPs in Hong Kong and international markets. This role is pivotal in driving capital formation, deepening investor relationships, and positioning the firm's investment strategies to a sophisticated LP audience
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