Senior Investment Consultant/ Investment Consultant, Private Banking
3 weeks ago
- 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 management, estate planning, diversified asset distribution
- Take initiative to provide latest market information to the private banking customers and relationship managers
- Actively assist and coach relationship managers, explore customers' needs and sales opportunities
- Review customers' assets and portfolios with customer relationship managers on a regular basis
- Obtain quotation and dealing in securities
- University degree in Business Administration or related disciplines, with professional qualification such as CFA, CFP or CPWP is an advantage
- Minimum of 5 years' experience in different investment products or private banking
- Strong self-motivation and ability to work independently
- knowledge of various wealth management products and able to recommend various portfolios and products to meet clients' needs
- Good understanding of financial markets and regulations
- Strong communication and presentation skills
- Proficiency in both English, Cantonese and Putonghua
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Hong Kong, 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...
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Investment Consultant
2 weeks ago
Hong Kong, Hong Kong SAR China Hudson Hong Kong Full timeResponsible for providing investment advice and recommendations, developing new investment products for the Bank, and providing investment recommendations. Responsibilities: Provide personalized investment advice and develop customized investment strategies tailored to meet the financial goals and risk profiles of high-net-worth clients. Conduct...
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Investment Consultant
3 weeks ago
Hong Kong, Hong Kong SAR China Gentleman Capital Limited Full timeResponsibilities: Support Senior Investment Consultant in providing comprehensive services to Account Managers and clients, including investment proposal preparation, product selection, market commentary, etc Consolidate client statements from various Private Banks, and compile monthly P&L statement considering fund inflows and outflows Prepare mutual...
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Prestige Private Investment Consultant – Hang Seng Bank
Found in: Talent HK C2 - 2 weeks ago
Hong Kong, Hong Kong SAR China HSBC Full timeA Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career...
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Prestige Private Investment Consultant
3 weeks ago
Hong Kong, Hong Kong SAR China Hang Seng Bank Limited Full timeJob description A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good...
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(Senior) Investment Portfolio Consultant
3 weeks ago
Hong Kong, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeResponsibilities: Provide investment views & conduct briefings on investment market trend and investment products features. Deliver investment strategies to meet customer investment needs. Support various kinds of investment sales activities & client meeting. Provide coaching on a wide range of investment products as well as technical trainings to...
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Hong Kong, Hong Kong SAR China PER, Private Equity Recruitment Full timeAbout our client Our client is an established, international private equity Fund of Funds with an AUM of over 10bn USD. Their Hong Kong based team is keen to hire an investment analyst to focus primarily on fund investments in Asia. This is a well-established team with a strong global reputation and great internal dynamics. In addition to fund selection,...
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Investment Consultant
Found in: Talent HK C2 - 3 weeks ago
Hong Kong, Hong Kong SAR China The Bank of East Asia Full timeResponsibilities Provide professional support and coach branch marketing staff to meet their investment targets Boost up investment sales, optimize sales capacity and effectiveness for retail investment business Formulate and implement business strategies to support assigned regions meeting overall targets and generating extra investment fee income ...
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Senior Investment Consulting Analyst
Found in: Talent HK C2 - 3 weeks ago
Hong Kong, Hong Kong SAR China Marsh McLennan Companies Full timeDescription: SUMMARY As investment consultants, we help clients (sponsors of pension funds, endowments and other institutional asset pools) to achieve their investment purposes by advising them on appropriate investment strategies and policies, assisting investment manager selection, and monitoring performances of their investment portfolios. We...
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Consultant - Private Banking
Found in: Talent HK C2 - 2 weeks ago
Hong Kong, Hong Kong SAR China Synpulse Schweiz AG Full timeWe are an established, globally active management consulting company with offices in Switzerland, Germany, Austria, UK, USA, Singapore, Hong Kong, the Philippines, Australia, Indonesia and India. We are a valued partner to many of the world‘s largest international financial services and insurance firms. We support our clients at all project management...
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Investment Consultant
Found in: Talent HK C2 - 3 weeks ago
Hong Kong, Hong Kong SAR China Marsh McLennan Companies Full timeDescription: SUMMARY We are currently seeking to add to our investment consulting team. Based in Hong Kong, this role will oversee client servicing from investment technical, analytical and operational aspects and provide investment advisory and investment solution services. You will be responsible to help clients achieve their financial goals...
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Investment Consultant
Found in: beBee jobs HK - 3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Mercer Full timeSUMMARYWe are currently seeking to add to our investment consulting team. Based in Hong Kong, this role will oversee client servicing from investment technical, analytical and operational aspects and provide investment advisory and investment solution services.You will be responsible to help clients achieve their financial goals by advising them on...
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Investment Consultant
Found in: beBee S HK - 3 weeks ago
Hong Kong, Hong Kong SAR China Mercer Full timeSUMMARYWe are currently seeking to add to our investment consulting team. Based in Hong Kong, this role will oversee client servicing from investment technical, analytical and operational aspects and provide investment advisory and investment solution services.You will be responsible to help clients achieve their financial goals by advising them on...
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Hong Kong, Hong Kong SAR China PER, Private Equity Recruitment Full timeAbout our client Our client is a global and well established fundamental, long-term driven public equity fund that is seeking an emerging markets investment analyst based in Hong Kong. This opportunity suits someone who is passionate about long-term investing in public equities. What the job involves Conduct in-depth bottom-up fundamental research to...
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Senior Investment Consultant
Found in: Talent HK C2 - 4 days ago
Hong Kong, Hong Kong SAR China HSBC Full timeA Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services.We seek to attract high-calibre talent by offering a dynamic working environment, good career...
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Senior Investment Consultant
3 weeks ago
Hong Kong, Hong Kong SAR China Hang Seng Bank Limited Full timeJob description A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good...
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Investment Analytics Consultant
3 weeks ago
Hong Kong, Hong Kong SAR China JNL Consulting Limited Full timeAs an Investment Analytics Consultant, you will be responsible for the following: Assist in development and implementation of investment analytics, risk frameworks, and processes Enhance existing analytics and risk architecture to support in-depth investment and risk analytics Continuously improve and set parameters around new and existing investment...
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Investment Counsellor
Found in: Talent HK C2 - 6 days ago
Hong Kong, Hong Kong SAR China HSBC Full timeSome careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC...
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Senior Investment Analyst
Found in: beBee jobs HK - 20 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Mercer Full timeThe role: Analyst, Investment (Korean Speaking)As Wealth consultants, we help clients (sponsors of pension funds, endowments, other institutional asset pools and retirement pensions) to achieve their objectives by advising on appropriate strategies and policies. We provide expertise advice on a wide range of investment-related topics such as strategic asset...
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Executive Investment Consultant
3 weeks ago
Hong Kong, Hong Kong SAR China Hang Seng Bank Limited Full timeJob description A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good...