Investment counselor, product
2 weeks ago
Investment Counselor, Product & Investment Solutions, Wealth Management We are looking for investment counselors passionate to assist front office staff to generate revenue from wealth management products/wealth planning services by providing client portfolio advisory to private wealth clients on multi-asset classes. The candidate is also expected to build a highly proactive and long-term relationship with private wealth clients by acting as the second point of contact to offer market views and executing investment strategies for the clients. Key Areas of Responsibilities Provide client portfolio advisory to private wealth clients on multi-asset classes including equities, fixed incomes, funds, and structured products based on house view. Lead discussion with clients along with relationship managers with focus on effectively delivering multi-asset ideas aiming to maximize client's portfolio performance consistent with client's objective and risk profile. Act as the second point of contact by offering market views, planning and execution of investment strategies to private wealth clients. Monitor client portfolios for performance, appropriateness and investment opportunities. Assist relationship managers to serve sophisticated clients and keep abreast of investment market latest trends and new product offerings. Ensure integrity of sales process and compliance with internal policies and regulatory requirements. Build a highly proactive and long-term relationship with private wealth clients by generating and sustaining revenue growth whilst broadening client base. Requirements Minimum 8+ years of experience in financial institution preferably Private Banking/Wealth Management specializing in sales & marketing of investment products; dealing experience will be an advantage. Bachelor degree or above with major in Finance, Business Administration, Economics or related disciplines; professional qualification of CFA/FRM/CPA is preferred. Extensive knowledge of investment products including equities, fixed incomes, funds and especially structured products. Client focused with strong business acumen, presentation (both written and oral), sales, analytical, technical and relationship-building skills. Strong judgment and high level of professional and personal integrity. Strong command of written English/Chinese and spoken Mandarin, Cantonese and English.#J-18808-Ljbffr
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Investment Product Specialist
1 day ago
Central And Western District, Hong Kong SAR China CLSA Full timeInvestment Product SpecialistCLSA is seeking an experienced Investment Product Specialist to join our team. As an Investment Product Specialist, you will be responsible for evaluating and recommending investment products to private wealth clients. The ideal candidate will have a strong understanding of investment products and be able to communicate...
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Invest Product Owner
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Central And Western District, Hong Kong SAR China Zeal Holdings Limited Full time16 hours ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.About UsAn award-winning Fintech organization with a dedicated team of 500+ professionals across the globe. With more than 15 offices across the world, we are a people-centric company that prides itself on being product-oriented for customer success. As...
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Investment Product Specialist
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Central And Western District, Hong Kong SAR China Bank of China Full timeJob Title: Investment Product SpecialistThe successful candidate will play a key role in developing and managing funds and alternative investment products for Private Banking.Conduct thorough product due diligence to identify quality business partners.Evaluate fund houses, negotiate distribution agreements, and monitor operational flows.Key...
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Financial Investment Product Manager
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Central And Western District, Hong Kong SAR China Zeal Holdings Limited Full timeAbout UsZeal Holdings Limited is a Fintech organization with a multicultural and diverse workforce, making us an award-winning organization in the industry.We are passionate about expanding our presence in regulated markets backed by proprietary technology, with a business portfolio comprising regulated financial institutions and fintech companies...
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Associate Director
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Central And Western District, Hong Kong SAR China iCapital Full timeAbout The PositionWe are seeking a highly skilled professional to join our APAC team and lead the development and launch of innovative investment products.Main Responsibilities:Investment Product Development: Design and develop investment products tailored to meet the needs of APAC clients.Fund Launch Strategy: Develop and implement effective fund launch...
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Investment Product Manager
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Strategic Investment Advisor
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Investment Sales Lead
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Central And Western District, Hong Kong SAR China DBS Bank Full timeJob OverviewThe DBS Consumer Banking Group is a leading bank in Asia, dedicated to helping our customers realise their dreams and ambitions. We offer a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, tailored to meet the unique needs of each customer.About Our TeamYou will be...
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Investment Portfolio Manager
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Central And Western District, Hong Kong SAR China AimHigher Consultancy Limited Full timeWe are looking for an experienced Investment Portfolio Manager to join our team at Aim Higher Consultancy Limited. As a key member of our investment team, you will be responsible for supporting business development and client servicing through the preparation of high-quality training and product-related presentation materials.About UsWe are a...
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Investment Wealth Manager
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Central And Western District, Hong Kong SAR China DBS Bank Full timeJob Title: Investment Wealth ManagerDBS Private Banking offers a holistic approach to wealth management, providing high net worth individuals with a wide range of financial services and solutions. Our team of experienced investment managers work closely with clients to develop tailored financial plans that cater to their individual needs and goals.We...
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Fintech Product Strategist
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Central And Western District, Hong Kong SAR China Zeal Holdings Limited Full timeAbout Zeal Holdings LimitedWe are a product-oriented company that prides itself on customer success, with a people-centric Fintech organization and a dedicated team of 500+ professionals across the globe.The successful candidate will be responsible for developing and implementing product strategies related to financial investment products. The goal is to...