Investment Counselor

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them...

Job OverviewCiti, a leading global financial institution, is seeking a seasoned professional to join its team as an Investment Counselor. This role requires expertise in providing personalized investment advice and solutions to ultra-high net worth clients.About CitiCiti has been serving millions of people across hundreds of cities and countries for over 200...

At Trinity Search Limited, we are seeking a highly skilled Strategic Investment Consultant to join our team. As an Investment Counselor, you will play a key role in delivering professional investment planning services to our esteemed clients.Key Responsibilities:Collaborate with Relationship Managers to develop tailored investment strategiesConduct thorough...

My client is the multi family office department of one prestigious Chinese Financial Institution.   Scope of Responsibilities: Collaborate with Relationship Managers to deliver professional investment planning services Identify customers needs and match their needs with appropriate products and services Assist Relationship Managers in conducting portfolio...

Position Description We are seeking an investment product specialist to enhance our product distribution business and drive the growth of our regular product program to increase product. With a client-focused approach, the investment specialist will be responsible for preparing investment reports, conducting thorough market research, and providing...

Expansion Headcount for AP/Greater China Region Multi-asset & Discretionary Investment Advisory Our Client Appointed by Global Private Bank with total AUM of USD 310 billion to search for multiple Cross Asset Classes of Investment Advisors to be part of the expanding GC team. Job Duties Evaluate portfolio risk and identify customized investment solutions...

Build and maintain strong relationships with assigned Chinese background customer portfolio. Promote wealth management products such as investment, insurance and other banking products. Ensure the selling processes are in compliance with the Bank's policies, procedures, and regulatory guidelines. Work closely with Branch Managers, District Managers,...

Projob21 Ltd.We are seeking an experienced Investment Portfolio Strategist to join our expanding team in the AP/Greater China Region. This is a key role that will play a crucial part in our success, and we are looking for someone who can bring their expertise and passion to the position.About the RoleThe Investment Portfolio Strategist will be responsible...

At Citi , we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them...

Whether you're at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you'll have the opportunity to expand your skills and make a difference at one of the world's most global banks. We're fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure...

About the RoleWe are seeking a highly skilled Strategic Financial Relationship Specialist to join our team at Talent Pro Recruitment Company Limited. In this role, you will play a critical part in building and maintaining strong relationships with assigned Chinese background customer portfolio.Key ResponsibilitiesPromote wealth management products such as...

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them...

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them...

About the RoleTalent Pro Recruitment Company Limited is seeking a seasoned Retail Banking Relationship Manager to join our team in Hong Kong. As a key player in our organization, you will be responsible for building and maintaining strong relationships with our Chinese background customer portfolio.Key ResponsibilitiesDevelop and execute sales strategies to...

Talent Pro Recruitment Company Limited is currently seeking a skilled Retail Banking Relationship Manager to join our team. This exciting role involves building and maintaining strong relationships with assigned customer portfolios, promoting wealth management products, and ensuring sales processes comply with Bank policies.About the Role:This position...

We are seeking an experienced Business Development Manager, Wealth Management Expert to join our team at Bank Of China (Hong Kong) Limited. In this role, you will be responsible for championing one-stop personal banking services at branches and developing long-term banking relationships with customers.You will identify existing and prospective customers'...

Citi is a global leader in financial services, connecting millions of people across hundreds of cities and countries every day. With over 200 years of experience, we provide a wide range of financial products and services to clients worldwide.">Job Overview:We are currently seeking an Investment Counselor - UHNW Segment based in Hong Kong to join our team as...

We are seeking a high caliber professional to join our team as Investment Specialist in Hong Kong. As a key member of our team, you will be responsible for providing expert advice on portfolio issues and meeting clients on a regular basis.About the RoleIn this role, you will recommend tailor-made, individually-optimized investment portfolios for clients,...

Responsibilities Champion the one-stop personal banking services at branches Explore and develop long-term banking relationships with customers Identify existing and prospective customers' needs of financial services, including both products & services Appropriately map and provide relevant and suitable financial products & services to meet...

Responsibilities Champion the one-stop personal banking services at branches Explore and develop long-term banking relationships with customers Identify existing and prospective customers' needs of financial services, including both products & services Appropriately map and provide relevant and suitable financial products & services to meet existing and...