Investment Consultant

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 ...

Senior Investment Consultant/ Investment Consultant, Private Banking Job No.: 494322Employment Type: Full timeDepartments: Private BankingJob Functions: Asset Management, Dealing & Trading, Product Development & ManagementResponsibilities Understand customer's asset status, risk tolerance, investment orientation and expected return rate to provide...

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...

About Capital Group:As a global investment management leader, Capital Group is dedicated to helping long-term investors achieve their financial goals. With over $2.5 trillion in assets under management, we offer a comprehensive range of investment solutions and services to individual investors, financial intermediaries, and institutions around the world.We...

Investment Advisory Consultant OpportunityWe are seeking an experienced Investment Advisory Consultant to join our team at IO TECH SOLUTIONS LIMITED. As a Customer Services Specialist, you will be responsible for providing investment advice to our clients, assessing their financial situations, risk tolerance, and investment goals to provide personalized...

Assistant / Deputy Investment Consultant, Private Banking Job No.: 498265Employment Type: Full timeDepartments: Private BankingJob Functions: Business Development, Dealing & Trading, Investment Management, Product Development & Management, Relationship Management Responsibilities: Assist Investment Consultant in analyzing market trends and preparing...

About the RoleWe are seeking a high-caliber undergraduate or recent graduate passionate about investment banking, with a focus on Real Estate, Fintech, ESG, and other industries. This opportunity allows you to work alongside seasoned professionals from top-tier bulge brackets on cross-border M&A and financing related restructuring and consultancy...

About the RoleWe are seeking a highly motivated and results-driven Senior Business Development Manager to join our team in Greater China. As a key member of our institutional sales team, you will be responsible for developing new business opportunities and maintaining strong relationships with existing clients.Key ResponsibilitiesDevelop new business with...

Hang Seng Bank Limited is committed to excellence in service and seeks high-caliber professionals to join its Retail Distribution team as Senior Investment Consultant.Job Overview:Our company focuses on personal wealth management and financial services, offering a dynamic working environment and opportunities for growth.Key Responsibilities:Wealth portfolio...

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our...

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...

Company Overview:Futu Securities International (Hong Kong) Limited is a leading financial institution providing innovative investment solutions.Job Title: PWM Investment AdvisorSalary: HKD 60,000 - 80,000 per monthJob Description:We are seeking a skilled PWM Investment Advisor to join our team. As a key member of our investment department, you will be...

Gentleman Capital Limited - Investment Consultant Job DescriptionWe are seeking a highly skilled Investment Consultant to join our team at Gentleman Capital Limited.Responsibilities:Act as Investment Consultant in providing comprehensive investment related services to Account Managers and high-net-worth customers, covering the entire asset allocation...

Develop new business with major institutions in the Greater China region. Meet the defined sales targets through implementation of a successful sales plan which targets major institutions in the Greater China region as well as Consultant Relationship requiring identification of new business opportunities and driving transactions. Develop but also...

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...

Job Summary:Futu Securities International (Hong Kong) Limited is seeking a skilled PWM Investment Advisor to join our team. The ideal candidate will be proficient in the stock market and able to communicate business needs effectively.Key Responsibilities:Familiarize with financial business, communicate business needs, and be proficient in the stock...

Position Overview The Consultant Relations team (CRT) is a key component of the global Client & Product Solutions (CPS) group. The CRT is specifically focused on relationship management and business development with investment consultants. The candidate will be based in Hong Kong supporting the APAC Head of Consultant Relations in all aspects of fund...

The key requirements • Manage the full cycle of investment process from from deal sourcing, due diligence, legal documentation to portfolio management • Find deals through research, networking and building relationships • Manage the team's due diligence for direct and fund investments • Have at least 8 years' experience in venture capital, private...

Career Opportunity: Executive Investment ConsultantAt Hang Seng Bank Limited, we are committed to service excellence and seek high-calibre talent to join our Retail Distribution team. In this role, you will conduct customer portfolio analysis, identify cross-selling opportunities, and leverage wealth management solutions to achieve clients' financial...

Description The Opportunity The customer is the focus of everything we do, and millions of end users rely on our products daily. We believe in the value of empowering Temporary Business Management Consultant, General Account Investments, Asia with the resources to solve critical problems for the future of our business, which is why we need you.  ...