Welcome to Leo Wealth
Leo Wealth is a fast-growing wealth management firm with offices in the US and Asia and we're expanding our team. We are seeking experienced, enthusiastic professionals who can support our continued growth.
We are 100% independent, owned and operated by a diverse group of equity partners who came together over shared values of providing trusted advice, international expertise, and personal commitment to do better for clients. We believe our independence is one of our strongest assets, and our people are what make us special. Every day we commit our energy, expertise, and initiative to the preservation of wealth, the growth of capital, and the creation of value. We work together on a foundation of trust, transparency, and accountability.
With offices in Hong Kong, New York, New Jersey, and Dallas, our wealth professionals provide comprehensive expertise and personal guidance to support both private clients and companies. We support global citizens through their journey to achieve wealth creation and protection across borders. Our bespoke offerings include holistic wealth management, global tax planning, cross-border estate planning, alternative investments, and global portfolio strategies.
Our offices serve clients of the group globally. Many of our team members have advanced credentials and professional development in highly encouraged. We often promote from within and pride ourselves in being a great place to work and grow.
This client-facing and supporting role offers opportunities for accelerated learning and professional development and is suitable for individuals aspiring for a career as an adviser or as a senior relationship manager. In this role, you will interact with clients of the firm independently covering a diverse range of services.
The ideal candidate is seeking a long-term career as a financial adviser and can make a commitment to developing with the role and building client relationships while supporting a diverse client base and a growing team of financial professionals.
Core Job Responsibilities
Core Skills and Qualifications
Employees across the firm have access to competitive benefits, including insurance, retirement plans and personal leave. Our benefit programs are tailored to local markets and roles. Across all offices we actively encourage professional development and support team members at all levels to improve their skills and professional qualifications. We actively promote from within and pride ourselves on providing a great work environment where all employees are able to flourish.
All our offices have employee wellness programs to help employees deal with issues like stress, illness, bereavement, mental health, performance, and other challenges. We provide active support for employees who are working flexibly, ensuring connectivity to management and their teams as well as support for their own health and wellness while working remotely.
We actively support flexible working arrangements, including flexibility around parental leave and family care leave for employees to take care of their family members.
Diversity and Inclusion
We are proud to provide employees with diverse and inclusive workplaces, where all employees are respected and valued and have equal access to opportunities. As a boutique firm, catering to our clients’ unique personal circumstances, we know diverse teams better understand and relate to our diverse clients’ needs. As a growing entrepreneurial business, diversity of thought, opinion, and experience help us make better decisions and be more innovative, while an inclusive work environment that grants all employees equal access to opportunity attracts high-quality people and makes the firm a better place to work for everyone.