Investment Consultant

Responsibilities:   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...

Description: 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...

SUMMARYWe 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...

SUMMARYWe 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...

As 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...

Responsibilities 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 ...

Responsibilities: 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...

Description: 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...

Responsibilities: 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...

Job 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...

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 career...

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 career...

Job 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...

Responsibilities 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...

FIND 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...

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 career...

Job 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...

The 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...

About the Role THE COMPANY Tracing our roots to 1928, Wellington Management is one of the world’s largest independent investment management firms. With more than US$1 trillion in assets under management as of 30 June 2023, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative...

Responsibilities: Team Leadership: Lead the project consulting team, providing guidance and support to team members, and ensuring successful project delivery. Client Relationship Management: Build strong relationships with clients, understanding their financial goals, risk tolerance, and investment timeframes. Market Research and Analysis: Conduct market...