Investment Consultant
3 days ago
Job Title Investment Consultant - Asset Management Department - Corporate Services - Hong Kong (Chinese FI) Job Description Communicate with frontline sales teams and entrepreneur clients to understand their risk and return preferences, research and collect their financial service needs, provide feedback to the strategy research team and product management team, and make suggestions for financial product design. Utilize resources from the strategy research team and product management team to provide entrepreneur clients with family wealth health‑check services and asset allocation investment advisory recommendations. Be familiar with the company’s listed financial products, recommend suitable products based on client preferences, and facilitate client account opening and subscription of relevant financial products. Be responsible for the daily order placement and trading for entrepreneur clients’ discretionary dedicated accounts, regularly report account investment performance to clients, promptly address client inquiries related to financial services, and assist clients with operations such as fund transfers, subscriptions, and redemptions. Qualifications Master’s degree or higher from a 985 university or an overseas university of equivalent standard, majoring in Finance, Economics, or a related field. Minimum of 5 years of experience as a product manager in private banking, or 5 years of sales experience in an asset management company. Preference will be given to candidates with experience selling fund products across various asset classes and strategies, possessing a deep understanding of macroeconomics, financial markets, major asset classes, and different fund strategies. Thorough understanding of the investment characteristics and risk profiles of various financial products, with strong insight into financial market conditions and client investment needs. Proficient in using software such as Bloomberg and Wind, and skilled in using PowerPoint. Excellent communication and collaboration skills, adept at teamwork. Strong resilience and adaptability, capable of working independently and handling work pressure effectively. Outgoing personality, willing to engage in communication with high‑net‑worth clients. #J-18808-Ljbffr
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Kowloon, Hong Kong SAR China PARTNER COLLAB INTERNATIONAL COMPANY LIMITED Full timeA financial services company in Hong Kong seeks an experienced Investment Consultant specializing in tailored investment strategies for High Net Worth clients from Mainland China. Responsibilities include identifying client opportunities, developing relationships, and providing customized investment solutions. The ideal candidate will have a Bachelor's in...
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Senior Wealth Investment Consultant
2 weeks ago
Kowloon, Hong Kong SAR China HSBC Full timeA leading financial services provider in Hong Kong is seeking a Senior Investment Consultant. The ideal candidate will implement promotional programs, achieve sales targets, and maintain high customer service standards. Requirements include a university degree in Business Administration, professional qualifications, and proven retail banking experience....
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Private Wealth Investment Consultant
2 weeks ago
Kowloon, Hong Kong SAR China HSBC Full timeA leading financial institution in Hong Kong seeks a Prestige Private Investment Consultant to provide top-tier wealth management services. Candidates should have a university degree, relevant certifications, and at least a year of experience in retail banking. The role involves portfolio analysis, collaboration with relationship managers, and delivering...
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Investment Consultant
1 week ago
Kowloon, Hong Kong SAR China PARTNER COLLAB INTERNATIONAL COMPANY LIMITED Full timeInvestment Consultant - Family Office (Mainland China Focus) Job Summary: We are seeking an experienced Investment Consultant to join our Family Office team, focusing on clients from Mainland China. In this role, you'll provide tailored investment strategies and build strong client relationships. Key Responsibilities: Identify and pursue new client...
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Senior Investment Consultant, Wealth Sales
1 week ago
Kowloon, Hong Kong SAR China HSBC Global Services Limited Full timeA prominent bank in Hong Kong is seeking a Senior Investment Consultant for their Wealth Sales Distribution team. The ideal candidate will hold a university degree in Business Administration and possess proven retail banking experience along with strong investment product knowledge. Responsibilities include achieving sales targets, collaborating with...
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Senior Investment Consultant – Wealth Management
2 weeks ago
Kowloon, Hong Kong SAR China HSBC Full timeA leading financial institution in Hong Kong is seeking a Senior Investment Consultant to join their Wealth Sales Distribution team. The role involves implementing promotional programs, collaborating with Customer Relationship Managers, and maintaining high standards of customer service. Candidates should have a university degree in Business Administration,...
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Wealth Investment Consultant for HNW Clients
2 weeks ago
Kowloon, Hong Kong SAR China HSBC Full timeA leading financial institution in Hong Kong is seeking an Executive Investment Consultant to join its Wealth Sales Distribution team. The role involves conducting portfolio analyses, leveraging wealth management solutions for high-net-worth customers, and collaborating with sales teams to meet targets. Ideal candidates should have a university degree in...
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Kowloon, Hong Kong SAR China Nova Partners Limited Full timeA leading financial services firm in Hong Kong is seeking an experienced Investment Consultant to engage with entrepreneur clients and understand their financial needs. This role requires a Master's degree in Finance or Economics, along with a minimum of 5 years of experience in asset management. Candidates should possess strong skills in communication and...
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Senior Cross-Border Investment Consultant
2 weeks ago
Kowloon, Hong Kong SAR China HSBC Full timeA leading financial institution in Hong Kong is seeking a Senior Investment Consultant for its Wealth Sales Distribution unit. This role involves conducting customer portfolio analysis, implementing promotion programs, and collaborating with Customer Relationship Managers to achieve sales targets. Applicants should have a university degree in Business...
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Prestige Private Investment Consultant
2 weeks ago
Kowloon, Hong Kong SAR China HSBC Full timeSome careers have more impact than others. If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further. Retail...
