Investment consultant(IC)

6 days ago


Hong Kong, Hong Kong SAR China Gravitas Recruitment Group Full time
What will you get:

  • Attractive salary package + high incentive scheme
  • Work-life balance
  • Stable working environment


What will you do:

  • Provide expert support and mentor branch marketing personnel to achieve their investment objectives.
  • Enhance investment sales and improve the sales capacity and effectiveness of the retail investment sector.
  • Design and execute business strategies to assist assigned regions in reaching overall goals and generating additional investment fee revenue.
  • Aid front line marketing staff in identifying appropriate customers for product promotion, creating presentation materials, and establishing a business foundation.
  • Engage in collaborative marketing calls with front line marketing staff, acting as a specialist in investment products.


What do you need:

  • Bachelor's degree, preferably with professional certifications such as CFP or CFA.
  • Minimum of 5 years in banking; prior experience as an Investment Consultant is a significant advantage.
  • Relevant HKIB certification is beneficial.
  • HKIB Certified Bankers are preferred.
  • Strong technical expertise in asset allocation and investment products, including equities, unit trusts, bonds, and treasury instruments.
  • Successful completion of the Hong Kong Securities Institute Licensing Examination or exempted/qualified securities dealer status.
  • Highly self-driven, capable of working independently and effectively under pressure.
  • Excellent analytical, communication, interpersonal, and presentation abilities.
  • Thorough understanding of relevant sales procedures, practices, regulations, and compliance requirements.
  • Proficient in both spoken and written English and Chinese, with fluency in Putonghua.

Interested parties please click Apply Now to submit your CV to us. For any enquiries and immediate response, please feel free to send you CV or contact Chantal Yeung at chantal.yeung@gravitasgroup.com or by phone +852 3896 2588/+852 5403 3300



  • Hong Kong, Central and Western District, Hong Kong SAR China AXA Investment Managers Full time

    Job OverviewThis is a unique opportunity to join AXA Investment Managers as a Financial Planner Consultant in Hong Kong SAR. As a High Networth Advisor/Wealth Manager, you will work closely with high-net-worth individuals to develop and implement comprehensive financial plans that meet their needs and goals.Responsibilities will include:Assessing client...


  • Hong Kong, Central and Western District, Hong Kong SAR China Haitong International Securities Group Limited Full time

    Job Overview">Haitong International Securities Group Limited is a leading financial services provider, and we are seeking a highly skilled Investment Consultant Team Lead to join our team.">Key Responsibilities">The successful candidate will support the Head of Private & Securities and sales team in promoting our Investment Consultant services both...


  • Hong Kong, Central and Western District, Hong Kong SAR China Manulife Hong Kong and Macau Full time

    As a Financial Planning Consultant/Manager at Manulife Hong Kong and Macau, you will play a critical role in delivering exceptional financial solutions to our clients. With a focus on providing innovative products and services, we are committed to enhancing the lives of people in Hong Kong, Macau, and the Greater Bay Area.This role requires a strong...


  • Hong Kong, Central and Western District, Hong Kong SAR China Oliver James Associates Full time

    Job Summary We are seeking a highly motivated Strategic Investment Management Consultant to support our large-scale regional project with a top-tier financial services client. The successful candidate will play a critical role in workflow allocation for asset management, leveraging their investment domain knowledge and expertise. This position requires...


  • Hong Kong Island, Hong Kong SAR China Bank of China Full time

    Job Title: Senior Investment Consultant/ Investment Consultant, Private BankingWe are seeking a skilled and experienced Senior Investment Consultant/ Investment Consultant, Private Banking to join our team at the Bank of China.This role involves providing high-quality investment advice and services to key clients of private banking and customer relationship...


  • Hong Kong Island, Hong Kong SAR China HSBC Full time

    Why Join HSBC?We offer a dynamic and supportive work environment that allows you to grow and develop your skills. You will have the opportunity to work with a talented team of professionals who share your passion for delivering exceptional results.We are committed to helping you achieve your career goals and providing you with the tools and resources you...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank of Singapore Full time

    OverviewThe Bank of Singapore is a leading private bank in Asia, providing high net worth individuals and families with tailored investment solutions to achieve their financial goals.


  • Hong Kong Island, Hong Kong SAR China Albourne America, LLC Full time

    About Albourne America, LLCAlbourne America, LLC is a renowned investment consulting firm that empowers its clients to become the best investors they can be. With over two decades of experience, the company has established a strong reputation in alternative investments, serving clients across the globe.The Hedge Fund Investment Due Diligence team at Albourne...


  • Hong Kong, Central and Western District, Hong Kong SAR China Tbwa ChiatDay Inc Full time

    Tbwa Chiat/Day Inc is hiring a Blockchain Investment Expert to lead our research efforts in the cryptocurrency market.About the Role:Lead in-depth research on emerging blockchain projects, identifying investment opportunities and assessing risks.Develop and maintain complex financial models for venture capital transactions, ensuring accuracy and...


  • Hong Kong Island, Hong Kong SAR China Global Executive Consultants Ltd. Full time

    We are seeking a highly skilled Investment Business Development Lead to join our team at Global Executive Consultants Ltd. In this role, you will be responsible for sourcing, onboarding, and managing relationships with family offices, UHNWs, corporate investors, and other investor types.Key responsibilities will include collaborating closely with our...


  • Hong Kong Island, Hong Kong SAR China Kroll Full time

    Kroll's Compliance Consulting practice is a global leader in providing compliance advice to clients navigating the rapidly changing regulatory landscape. As an Analyst, you will embody drive, take risks, and innovate to solve problems in our Compliance Consulting business.Key Responsibilities:Develop, implement, and maintain compliance programs for a...


  • Hong Kong, Central and Western District, Hong Kong SAR China TradeBeyond Full time

    Job DescriptionAs a Software Implementation Consultant at TradeBeyond, you will partner with key business users and IT organizations to design, configure, test, and implement value-added business solutions built on the TradeBeyond platform. You will understand the digital goals of retail's biggest names and effectively translate these business goals into...


  • Hong Kong Island, Hong Kong SAR China Colliers Full time

    Senior Analyst / Assistant ManagerFull-timeLocation: Hong KongColliers, a leading global diversified professional services company, specializes in commercial real estate services, engineering consultancy, and investment management. With operations in 70 countries, our 22,000 professionals provide exceptional service and expert advice to clients.We continue...


  • hong kong, Hong Kong SAR China ConnectedGroup Full time

    IT Strategy Consultant (A026194 (AIDQ-081654) Hong Kong Our client is looking for a tech-savvy professional with a keen eye for identifying risks and optimizing resources. They are recruiting for an Internal IT Consultant to join their dynamic team in a bank. In this pivotal role, you will review and assess the company’s current technology landscape,...


  • Hong Kong, Central and Western District, Hong Kong SAR China BCT Group - BCT Financial Ltd & Bank Consortium Trust Co Ltd Full time

    About the RoleWe are looking for a highly experienced Senior Financial Consultant to join our team at BCT Group - BCT Financial Ltd & Bank Consortium Trust Co Ltd. As a Senior Financial Consultant, you will be responsible for providing retirement planning and investment planning services to clients, including the provision of advice and the distribution of...


  • Hong Kong, Central and Western District, Hong Kong SAR China JC Consulting Full time

    About the Role:  We are seeking a skilled Equity Portfolio Manager to join our team at JC Consulting. The successful candidate will have extensive knowledge of equities and experience in portfolio management, with at least five years of experience managing mutual funds. A solid background in equity research is also essential.  The individual will partner...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    About the RoleWe are seeking a skilled Investment Banking Professional to join our Private Wealth Management team. In this role, you will work closely with experienced investment consultants to provide comprehensive support and exceptional service to key clients.Key ResponsibilitiesAssist in analyzing market trends and preparing investment proposals that...


  • Hong Kong, Central and Western District, Hong Kong SAR China Belden Inc. Full time

    At Belden Inc., we are seeking a senior tax analyst to join our Asia Pacific tax team. This role will involve engaging in various tax planning, structuring, M&A and corporate income tax compliance initiatives.Key Responsibilities:Handling US GAAP tax accounting for Asia Pacific establishments, including tax provision, Pillar Two modelling, cash tax and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Albourne America, LLC Full time

    About Us:">At Albourne America, LLC, we provide comprehensive investment consulting services to help institutional investors, financial intermediaries, and family offices achieve their objectives. Our experienced team delivers expert research, analysis, and portfolio advice across various alternative investments.We focus on delivering high-quality,...


  • Hong Kong, Central and Western District, Hong Kong SAR China Capital Group Full time

    We require a sales professional with 5-8 years of experience in sales/sales support with established relationships with financial intermediaries.Strong interpersonal and presentation skills, client-facing experience preferred, competency in MS Office applications, fluent in English and Cantonese, proficiency in Mandarin are essential for this role.In...