Senior Private Banker - UHNW Wealth in Asia (Mandarin)
JPMorgan Chase & Co.
A leading financial institution is seeking a Private Banker to provide exceptional wealth management services to ultra-high net worth individuals and families. Candidates must have over 8 years of experience in private banking, possess fluency in Mandarin, and hold Series 7 and 66 licenses. The role involves managing client relationships, generating new business, and advising on all aspects of wealth planning and investment management. International travel is required, making this a dynamic opportunity for experienced professionals. #J-18808-Ljbffr JPMorgan Chase & Co.
$192k - $288k
A global financial services firm in New York is seeking a Private Banker Sr. Lead to manage relationships with Ultra High Net Worth clients. This role requires over 10 years of experience in Private Banking, along with a strong background in relationship selling and fluency...Senior$170k - $210k
...criteria methodology here. Regis UHNW Team: Our Regis Group was... ...and challenges. Regis Wealth Advisors work hand-in-hand with... ...you will help a wide range of private investors, business owners, company... .... Job Summary: The Senior Wealth Advisor focuses on...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$170k - $210k
...methodology here. Regis UHNW Team: Our Regis Group was specifically... ...and challenges. Regis Wealth Advisors work hand-in-hand... ...you will help a wide range of private investors, business owners, company... .... Job Summary: The Senior Wealth Advisor focuses on deepening...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- A leading financial institution is seeking a Private Banker to advise clients on wealth management. The role requires six years in Private Banking, a Bachelor's Degree, and relevant licenses. Responsibilities include managing client relationships, generating new business...Senior
- ...an experienced professional to provide strategic financial advice within its Private Banking sector. The role requires over 15 years of proven experience and a deep understanding of the UHNW market. The candidate will focus on building long-term relationships with clients...Suggested
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$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit... ...relationships with both UHNW & HNW clients. Must have... ...years' experience in the wealth management industry as...Senior- A leading financial institution is seeking a Senior Private Banker to provide strategic advice and build long-term relationships with ultra-high-net-worth clients. The ideal candidate will have over 10 years of experience in private banking, strong communication skills,...SeniorFull time
- A modern wealth management firm in New York is looking for an experienced Wealth Advisor to provide high-touch service to ultra-high-net... ...of wealth management experience, particularly in serving HNW/UHNW clients. Additionally, strong communication skills and a solid understanding...
$210k - $280k
A premier wealth management firm in New York City is seeking a Senior Wealth Strategist to advise ultra-high-net-worth clients on estate and tax planning. The ideal candidate will have a law degree and at least six years of relevant experience. Responsibilities include...Senior- ...Services LLC, based in New York, NY, seeks a seasoned financial planning expert to assist high-net-worth clients in comprehensive wealth management strategies. The ideal candidate will have a minimum of 8 years in advanced financial planning and demonstrate expertise...Senior
$125k - $200k
Corient is seeking an experienced wealth planning advisor in New York to serve as a subject matter expert for High Net Worth (HNW) clients. The ideal candidate will have over 8 years of experience in advanced financial planning, focusing on complex strategies for families...Senior$125k - $200k
Corient Private Wealth LLC. is looking for a Wealth Strategist in New York City. This role involves supporting high-net-worth clients by providing sophisticated wealth planning strategies. The ideal candidate will have 8+ years of experience and expertise in tax and estate...SeniorFull time- Raymond James is searching for a senior financial planner to provide expert wealth planning solutions across diverse areas. The successful candidate will engage with clients primarily in the $5-$15 million investable assets range and communicate complex financial strategies...SeniorRemote job
- Clark Capital Management Group is seeking a Senior Wealth Strategist to provide tailored solutions and financial planning for clients with investable assets between $5-$15 million. This remote role requires significant travel, including quarterly visits to headquarters...SeniorRemote job
- ...environment? As a 2027 Asset & Wealth Management Global Private Bank Global Families Group Asia Summer Analyst, you will work with... ...goals. You will partner with bankers, global investment specialists,... ...28 Fluency in verbal & written Mandarin and English Attend college/...Mandarin languageFull timeSummer workImmediate startVisa sponsorship
$165k - $225k
...Want to Talk to You! Santander offers private bankers the strength of a global financial institution... ...€1.86 trillion in total assets. Our Wealth Management & Insurance business has a... .... Existing network of HNW or UHNW relationships in the Latin America region...SeniorHourly payFull timeContract workLocal areaShift work- A leading global financial services firm is seeking a Private Wealth Advisor in New York City. The role involves building and managing client relationships, offering tailored wealth management advice to ultra-high-net-worth individuals. Ideal candidates will have over...
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- TwinThread seeks a Private Banker - Vice President in Georgia to manage client relationships, advise on wealth management, and drive business growth. The ideal candidate has over six years of experience in Private Banking, holds a relevant Bachelor's degree, and must obtain...
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- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients...Senior
- A wealth management platform is seeking an experienced Financial Planner to craft tailored financial plans, collaborate with a dynamic team, and contribute to tech innovations in the financial sector. The ideal candidate will hold relevant financial certifications and...Senior
- ...Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The successful senior wealth advisor will...Senior
- ...Our Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech, RIA. This role is for you if you thrive in a remote-first environment, seek collaboration and need a tech stack that saves HOURS in manual operations. To be considered...SeniorRemote work
$170.5k - $284.1k
..., and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities: Leads the client relationship...SeniorTemporary workWork experience placement- ...provide high-level advice and service to clients. The role involves onboarding new clients and servicing existing ones while focusing on wealth management, tax reduction, and estate planning. Candidates should have a four-year degree, CFP designation, and over 7 years of...Senior
$10.4k
...Senior Wealth Advisor The Senior Wealth Advisor role is a critical role that will be foundational in shaping how the future of the wealth management industry looks from a fintech lens. In this high-impact role, you will operate in a very dynamic environment as an active...SeniorWork at officeImmediate start- Cardata is seeking an experienced Wealth Advisor to provide exceptional service for ultra-high-net-worth clients in New York. This role involves leveraging elite technology to deliver tailored financial strategies and concierge-level advisory. The ideal candidate will...
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