Investment Counsellor Analyst
2 days ago
We are currently seeking a high calibre professional to join our team as an Investment Counsellor Analyst In this role you will: Supporting senior advisors on portfolio construction/ pitching preparation and order execution Develop comprehensive investment strategy and asset allocation proposal appropriate to client Provide investment support, education and guidance to clients, prospects and Relationship Managers Assess client need, experience, expectations and risk tolerance Ensure use of open architecture product selection to ensure best in class product offering Monitor client portfolios for performance, appropriateness and opportunity Provide updates on investment opportunities to clients, prospects and Relationship Managers Provide input and support for the development of new business initiatives and product enhancement To be successful you will: Experience in portfolio management/ sell side equity research/ advisory in private banks useful Passionate about learning portfolio management and investment products Client focused, with strong sales, analytic, technical, teamwork and relationship building skills Strong negotiation, complex problem resolution, communication and presentation written and oral skills Sound judgment, keen sense of urgency, and high level of professional and personal integrity Opening up a world of opportunity Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above. Issued by The Hongkong and Shanghai Banking Corporation Limited. #J-18808-Ljbffr
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Strategic Investment Counsellor Associate
2 days ago
hong kong, Hong Kong SAR China HSBC Full timeA leading global bank is seeking an Investment Counsellor Associate in Hong Kong. The role involves supporting senior advisors with portfolio construction and providing investment education and guidance to clients. The ideal candidate will possess excellent organizational and communication skills, a keen interest in financial markets, and the ability to work...
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Private Wealth Investment Counsellor
7 days ago
Hong Kong Island, Hong Kong SAR China JVSakk Inc. Full timeA financial service provider in Hong Kong is seeking an experienced Investment Counsellor. The role involves providing corporate secretarial services, managing staff onboarding, and ensuring compliance with regulations. Candidates should hold a relevant degree and have at least 2 years of experience in banking or asset management. Proficiency in both English...
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Investment Counsel
2 days ago
hong kong, Hong Kong SAR China HSBC Full timeA leading global bank in Hong Kong is searching for an Investment Counsellor Analyst to support senior advisors in portfolio construction and client investment strategies. The ideal candidate should possess strong client-oriented skills, experience in portfolio management, and a passion for investment products. Responsibilities include developing asset...
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Senior Treasures Investment Counsellor
1 week ago
Hong Kong Island, Hong Kong SAR China DBS Full timeA leading bank in Asia is seeking a VP/AVP, Treasures Investment Counsellor in Hong Kong. This role involves driving sales performance, coaching sales staff, and ensuring compliance with regulatory standards in investment selling. Candidates should have at least 5 years of experience in financial institutions with strong knowledge of investment products. The...
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hong kong, Hong Kong SAR China DBS Bank Full timeVP/SVP, Private Banking Investment Counsellor DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product...
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Investment Counsellor Associate
2 days ago
hong kong, Hong Kong SAR China HSBC Full timeWe are currently seeking a high calibre professional to join our team as an Investment Counsellor Associate. In this role you will: Supporting senior advisors on portfolio construction/ pitching preparation and order execution Develop comprehensive investment strategy and asset allocation proposal appropriate to client Provide investment support, education...
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Hong Kong Island, Hong Kong SAR China DBS Bank Full timeJob Description - VP, Treasures Private Client Investment Counsellor S) Business Function DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes...
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Hong Kong Island, Hong Kong SAR China CFA Institute Full timeA leading financial services organization is looking for a seasoned Investment Counsellor to join their Advisory team in Hong Kong. The ideal candidate will have over 7 years of experience in international private banking, focusing on investment advice for high-net-worth clients. Responsibilities include monitoring client portfolios and delivering tailored...
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Data Analyst
3 days ago
Hong Kong, Hong Kong SAR China SAFE Investment Full timeA well-established international asset management firm which is one of the major institutional investors in the global financial markets and one of the biggest funds by AUM in Hong Kong. We invest in a wide range of products with an international dimension. We are now looking for high caliber candidates who would like to share our commitment and professional...
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Private Wealth Management
7 days ago
Hong Kong Island, Hong Kong SAR China JVSakk Inc. Full timePrivate Wealth Management - Investment Counsellor Provide corporate secretarial services including company formation and prepare board resolutions for affiliated companies of the Group. Maintain statutory filings and correspondence with relevant regulatory authorities. Manage staff on‑boarding and off‑boarding processes, prepare employment contracts and...