Investment Consultant
1 week ago
We are seeking a talented individual to join our Wealth team at Mercer. This role will be based in Hong Kong. This is a hybrid role that has a requirement of working at least three days a week in the office.
Investment Consultant
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 databases and third party resources.
- Support the full cycle client projects through independent research, data analysis applying relevant methodologies, drafting written reports, preparing proposals and attending client meetings.
- Contribute to projects through effective management of tasks, and directly lead some smaller client deliverables.
- Prepare marketing materials and assist in researching complex inquiries. Support business development initiatives and proposals.
- Initiate and lead implementation of ideas that will improve the efficiency, accuracy, controls in relation to assigned work or projects.
What you need to have:
- 3-5 years relevant experience.
- Good academic track record, preferably in subjects such as Mathematics, Finance (Accounting/ Management/ Behavioural), Actuarial Sciences or Engineering.
- Being CFA or close to completing the charter, or other professional qualification preferred.
- Strong knowledge in various asset classes and fund products highly desirable.
- Strong analytical and technical skills. Comfortable with conducting complex comparative analysis with large data sets in an efficient manner.
- Attention to detail, organized and ability to multi-task.
- Self-initiative and curiosity in investment services and financial markets, self-motivated to seek out knowledge, test ideas and ways to contribute to the team.
- Experience of writing or summarising research reports for market/valuation analysis in a professional capacity will support your application.
- Proficient with Excel, Powerpoint and Bloomberg. VBA, Python or other programming language a plus.
- Strong written and verbal skills in English and Cantonese. Mandarin would be a plus.
Why join our team:
- We help you be your best through professional development opportunities, interesting work and supportive leaders.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. For more information, visit mercer.com.
Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.
Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week.
Seniority level- Associate
- Full-time
- Finance
- Insurance
-
Hong Kong Island, Hong Kong SAR China Bank of China Full timeSenior Investment Consultant/ Investment Consultant, Private Banking Job No.: 494322 Employment Type: Full time Departments: Private BankingJob Functions: Asset Management, Dealing & Trading, Product Development & Management ResponsibilitiesUnderstand customer's asset status, risk tolerance, investment orientation and expected return rate to provide...
-
Assistant Investment Consultant
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeResponsibilities: Assist Investment consultant in analyzing market trend and preparing investment proposal Handle order execution on all asset classes including FX, bond, equity, ELN, mutual funds and alternative investments Provide comprehensive support to investment consultants Provide professional and excellent service to key clients of private...
-
Investment Consultant
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China AIA International Limited. Full timeFIND YOUR 'BETTER' AT AIA We don't simply believe in being 'The Best'. We believe in better - because there's no limit to how far 'better' can take us. We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even...
-
Senior Investment Consultant
1 week ago
Hong Kong Island, Hong Kong SAR China Colliers Full timeAbout ColliersWe have 22,000 enterprising professionals working collaboratively to provide expert real estate and investment advice to clients.We operate in 68 countries and deliver compound annual investment returns of approximately 20% for shareholders over more than 29 years.Role OverviewThis role will assist and work with senior professionals to grow and...
-
Senior Investment Consultant
2 days ago
Hong Kong Island, Hong Kong SAR China St. James's Place – Asia & Middle East Full time**About Our Team**We are a team of experienced professionals dedicated to delivering exceptional results for our clients.We offer our team members the autonomy to maximise their potential and develop their own client base within our prestigious organisation.What We OfferA comprehensive benefits package, including autonomy and growth...
-
Investment Management Consultant
1 week ago
Hong Kong Island, Hong Kong SAR China Mercer Full timeRequired Skills and QualificationsWe are seeking a talented individual with 3-5 years relevant experience. A good academic track record, preferably in subjects such as Mathematics, Finance (Accounting/Management/Behavioural), Actuarial Sciences or Engineering, is required.CFA or close to completing the charter, or other professional qualification...
-
Senior Investment Consultant
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeResponsibilities Understand customer's asset status, risk tolerance, investment orientation and expected return rate to provide customers with comprehensive, holistic recommendations Continue to provide professional and excellent investment advice to key clients of private banking and customer relationship managers, including but not limited to wealth...
-
Strategic Investment Support Specialist
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeAbout Us: Bank Of China (Hong Kong) Limited is a leading financial services provider with a rich history and strong reputation. Our private banking arm offers bespoke wealth management solutions to high net worth individuals.Job Summary: We are seeking an experienced Assistant Investment Consultant to join our team as a Strategic Investment Support...
-
Technology Investment Analyst
2 days ago
Hong Kong Island, Hong Kong SAR China Global Executive Consultants Ltd. Full timeJob SummaryAs a Private Equity Associate with Global Executive Consultants Ltd., you will be responsible for conducting research and making recommendations on investment themes in technology sectors. You will also monitor, analyze, and report the performance of investment portfolios to stakeholders.Key Responsibilities:Conduct market research and provide...
-
Investment Analyst
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China ConnectedGroup Limited Full timeDuties Responsible for investment research and monitoring activities on China/US stocks. This includes:Conduct fundamental and industry analysis on stocks, Develop investment thesis and write investment memos, Monitor investments including external fund managers, Develop, maintain, and update investment databases and reports, Work closely with CIO and other...
-
Investment Specialist
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Allianz Popular SL. Full timeAbout the Role:We are seeking an Investment Specialist to join our team at Allianz Global Investors. As a key member of our Asia Pacific equity investment team, you will be responsible for ensuring the consistency and accuracy of data and presentation materials for product specialists and portfolio managers at client events.Key Responsibilities:Prepare and...
-
Investment Analyst
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Wellington Management Company, LLP Full timeAbout Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...
-
Investment Banking
2 weeks ago
Hong Kong Island, Hong Kong SAR China Argyll Scott Full time5 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Base pay rangeAbout the clientThe client is a multinational banking and financial services company, known for its comprehensive range of services including retail banking, investment solutions, and corporate banking. Join our team in Hong Kong as a...
-
Director of Investment
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Global Sage Hong Kong Full timeKey Responsibilities: • Provide senior oversight and management of the Social Infrastructure business, primarily in UK and Europe, and other regions, ensuring efficient resource use and representing the company on company boards and committees • Represent the company's interests on the Social Infrastructure...
-
Virtualization Consultant
2 days ago
Hong Kong Island, Hong Kong SAR China Newtone consulting Full timeVirtualization Consultant (VMware vSphere)The Virtualization Consultant will be responsible for managing and coordinating IT asset relocation, specifically focusing on VMware vSphere infrastructure. The role will involve collaboration with project leads, SMEs, and multiple teams to ensure smooth execution of a large-scale data center relocation...
-
Investment Researcher for Global Markets
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Recruitment Intelligence Consultants Limited Full time**About Us**We are Recruitment Intelligence Consultants Limited, a leading family office with a proven track record in commercial value-add investments.We are seeking an outstanding Investment Researcher to join our team due to expansion.
-
Investment Manager
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Shanghai Shemar Power Engineering Co., Ltd. Full timeInfrastructure Investment & Capital StructuringConduct in-depth financial analysis and valuation for infrastructure projects (e.g., transportation, energy, utilities).Support PPP, BOT, and debt/equity financing transactions, ensuring optimal capital structuring.Collaborate with sovereign funds, pension funds, and institutional investors to facilitate...
-
Global Investment Specialist
1 day ago
Hong Kong, Central and Western District, Hong Kong SAR China Allianz Popular SL. Full timeKey ResponsibilitiesThe successful candidate will be responsible for:Representing fund managers at client and consultant meetings, marketing events.Originate product information with focus on the investment process, performance explanation, portfolio holdings and illustration of investment case.Own and lead the external and internal communication of...
-
Investment Research Associate
2 days ago
Hong Kong Island, Hong Kong SAR China Global Executive Consultants Ltd. Full timeJob DescriptionAs a Private Equity Associate with Global Executive Consultants Ltd., you will be responsible for supporting the investment team in identifying and evaluating investment opportunities in the technology sector. This includes conducting market research, analyzing financial data, and developing strategic plans for portfolio management.Key...
-
Vice President Investment Banking
1 week ago
Hong Kong Island, Hong Kong SAR China ARC Group Full timeVice President Investment Banking - OriginationEstablished in 2015, ARC Group is a global investment bank and management consultancy firm deeply rooted in Asia with a global reach. We understand the importance of trust. We are a business that focuses on People. ARC Group is the home of its clients; we grow together and fight for the same goals. Your...