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  • Senior Investment Consultant

     ...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... 

    Hang Seng Bank

    Mong Kok
    5 days ago

  • Investment Consulting Analyst

     ... 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... 

    Mercer

    Hong Kong
    11 days ago

  • Executive Investment Consultant

     ...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... 

    Hang Seng Bank

    Mong Kok
    2 days ago

  • Private Banking Investment Consultant

     ...blished bank in the region known for its robust client base and commitment to delivering high-quality investment solutions. As a Private Banking Investment Consultant, you will provide expert advice and tailored financial solutions to clients, ensuring their investmen... 

    Michael Page

    Central
    8 days ago

  • Senior Investment Consultant/ Investment Consultant, Private Banking

     ...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... 

    Bank of China (Hong Kong) Limited

    Central
    2 days ago

  • (Senior) Investment Portfolio Consultant

     ...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... 

    Bank of China (Hong Kong) Limited

    Hong Kong
    25 days ago

  • Investment Consultant / Relationship Manager

     ...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... 

    uSMART Securities Limited

    Sheung Wan
    17 days ago

  • Personal Financial Consultant (Insurance and Investment)

     ...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... 

    OCBC Bank (Hong Kong) Limited

    Hong Kong
    2 days ago

  • Senior Wealth Management Advisor (Investment Consultant), RBD

     ...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... 

    Industrial and Commercial Bank of China (Asia) Limited

    Hong Kong
    5 days ago

  • Investment Consultant, Consumer Financial Services

     ...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... 

    OCBC Bank (Hong Kong) Limited

    Hong Kong
    19 days ago

  • Investment Consultant - Branch Distribution & Services

     ...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... 

    The Bank of East Asia, Limited

    Hong Kong
    10 days ago

  • Industry Consultant (APAC Technology Research) - Leading Investment Bank

    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... 

    Pinpoint Asia

    Hong Kong
    15 days ago

  • Investment Associate

    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... 

    Zheng He Capital Management Limited

    Central
    10 days ago

  • Investment Compliance Intern

    Job responsibilities: # To assist in developing automated monitoring programs (mainly Microsoft Excel based) related to compliance monitoring and evaluate the settings of existing monitoring systems. # To provide practical solutions in the testing and optimi...

    BEA Union Investment Management Limited

    Hong Kong
    4 days ago

  • Investment Management - Trainee

    Responsibilities: Support investment managers throughout the whole investment life cycle (i.e., Sourcing, execution, as well as post-investment management) on transactions covering diverse asset class (i.e., traded securities, mezzanine financing, secondary private... 

    Argyle Street Management Limited

    Central
    1 a month ago

  • Senior Investment Advisor

     ...alent by offering a dynamic working environment, good career development opportunities and competitive compensation packages. Investments and Wealth Solutions – CIO and Investment Advisory Hang Seng's Investments and Wealth Solutions offers a full spectrum of inv... 

    Hang Seng Bank

    Central
    5 days ago

  • (Senior) Relationship Manager - Investment & Insurance

     ...volved into a financial conglomerate, now offering a wide array of integrated services, including banking, securities investment, insurance consultancy, and wealth management. With strong financial strength, “people-oriented" spirit and rich investment experience, t... 

    Delta Asia Wealth Management Limited

    Wan Chai
    8 days ago

  • Senior Investment Analyst

     ...trive to inspire and enrich the lives of our residents and stakeholders. As we continue to grow, we are seeking a talented Senior Investment Analyst  to join our dynamic team and contribute to the success of our comprehensive development projects in Hong Kong. The su... 

    Wheelock Corporate Services Limited

    Southern
    4 days ago

  • Manager, Investment Product

     ...o our integrated wealth management services no matter where they are. Responsibilities: ~Develop and source retail banking's investment products to drive business, and work closely with both internal departments and external partners to ensure successful implementa... 

    Bank of Communications (Hong Kong) Limited

    Hong Kong
    8 days ago

  • Investment Associate

     ...ch is one of the major institutional investors in the global financial markets and one of the biggest funds by AUM in Hong Kong. We invest in a wide range of products with an international dimension. We are now looking for high caliber candidates who would like to share... 

    SAFE Investment

    Hong Kong
    22 days ago