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- ...e final decision by RSS Management. We are seeking qualified individuals to join our Wealth Sales Distribution as Senior Investment Consultant. Principal responsibilities Implement and participate in promotion programs to acquire new and retain existing invest...
- ...Conduct customer portfolio analysis to identify cross-selling investment products opportunities Leverage on wealth management solut... ...t interpersonal and communications skills Sound investment consultation and presentation skills Proficiency in both English and Ch...
- ... week in the office. We will count on you to: Assist in client’s portfolio management analysis, including asset allocation, investment manager selection, fund performance, risk and attribution analysis, leveraging Mercer’s proprietary analytics tools, internal dat...
- ...rities is a new generation of Internet brokers in Hong Kong that provides investors with simple, professional and low-cost global investment services through technological innovation and artificial intelligence technology. uSMART Securities (CE no. BJA907) is license...
- As a Private Banking Investment Consultant, you will provide expert advice and tailored financial solutions to clients, ensuring their investment goals are achieved. This role in Hong Kong offers an opportunity to work in a dynamic environment focused on client satisf...
- ...t, Dealing & Trading, Product Development & Management Responsibilities ~Understand customer's asset status, risk tolerance, investment orientation and expected return rate to provide customers with comprehensive, holistic recommendations ~Continue to provide pro...
- ...sional support and coach branch marketing staff to meet their investment targets Boost up investment sales, optimize sales capacity... ... years' banking experience; prior experience as an Investment Consultant will be a definite advantage Relevant HKIB qualification i...
- ...ime Departments: Personal Banking and Wealth Management Department Job Functions: Strategic Planning, Financial Management, Investment Management Responsibilities: Provide investment views & conduct briefings on investment market trend and investment product...
- ...ime Departments: Personal Banking and Wealth Management Department Job Functions: Strategic Planning, Financial Management, Investment Management Responsibilities: Provide investment views & conduct briefings on investment market trend and investment products ...
- ...wealth management services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asse... ...e about OCBC Hong Kong. Job Summary: Personal Financial Consultant provides tailored financial advice to retail customer, helpin...
- ...a) has 52 retail outlets (including 27 “Elite Club” Wealth Management Centres) in Hong Kong. It is engaged in commercial banking, investment banking and other financial services, including those of securities, insurance and funds, with a focus on commercial and retail b...
- ... Relationship Managers to provide expert financial advice and investment strategies to high net-worth clients, ensuring their portfoli... ... At least 5 - 7 years’ relevant work experience in investment consultant in private bank Strong analytical skills and familiar with...
- ...al decision by RSS Management. We are seeking qualified individuals to join our Wealth Sales Distribution as Executive Investment Consultant . Principal responsibilities Conduct customer portfolio analysis to identify cross-selling investment products opport...
- ...ffers a broad array of commercial banking, specialist financial and wealth management services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset management and stockbroking services. OCBC’s private banking se...
- Our client is a leading investment bank. This role involves working within a team based in Hong Kong, focusing on Industry Research (... ...sessments. Provide independent industrial opinions. The consultant will specifically cover the High-Tech / Information Technolog...
- Responsibilities · Source new technology investment opportunities · Conduct thorough research on industries and technology trends i... ...stment, technology start-up, investment banking or management consulting · An analytical mind with solid research, financial modelin...
- ...ncial advice - Management of wealth assets of clients through investment vehicles - Updating financial news to your clients - Providin... ... and risk management services (Capital Investment Immigration Consultancy, Asset Management, Bonds & Mutual Funds Investment, Securitie...
- The Job ~ Client: The investment arm of a local family office ~ Position: Investment Associate - Private Equity ~ Responsibili... ...relevant experience gained with Top-tier IBanks or management consultants, AND ~ Investment experience in both buy & sell side, Priva...
- RESPONSIBILITIES Assist in structuring new investment initiatives Assist in research and benchmarking analysis Attend investee companies’ calls or meetings and prepare meeting notes Prepare financial model and valuation spreadsheet Prepare non-disclosur...
- Key Accountabilities: * Investment Transaction Execution: Manage order execution for equities, fixed income, and derivatives across Hong Kong, Asian, and US markets; monitor trading costs, execution quality, and commission structures; maintain broker relationships an...
