Senior Investment Advisory Lead for HNW Portfolios
6 days ago
A leading financial services provider in Hong Kong is seeking a dedicated professional to lead Portfolio Review conversations and enhance client engagement. The successful candidate will focus on growing the business by empowering Relationship Managers with the necessary advisory skills. Key responsibilities include conducting client seminars and reviewing high-net-worth client portfolios. A degree and a background in banking and investment management are essential for this role.#J-18808-Ljbffr
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VP of Investment Advisory
1 day ago
Hong Kong, Hong Kong SAR China Selby Jennings Full timeOur client is an international private bank with strong growth in recent year. They are now seeking an experienced and passionate investment professional to deliver advisory solutions to HNW/UHNW clients. Job Responsibilities: Build and maintain relationships with affluent and high-net-worth clients by providing tailored investment guidance. Deliver...
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VP of Investment Advisory
2 days ago
Hong Kong Island, Hong Kong SAR China Selby Jennings Full timeOur client is an international private bank with strong growth in recent year. They are now seeking an experienced and passionate investment professional to deliver advisory solutions to HNW / UHNW clients. Job Responsibilities: Build and maintain relationships with affluent and high-net-worth clients by providing tailored investment guidance. Deliver...
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Investment Advisory, Equities, Private Bank
1 week ago
hong kong, Hong Kong SAR China Perennial HR Full timeInvestment Advisory, Equities, Private Bank Job Description: Investment Advisory, Equities, Private Bank Our client, a leading global wealth management firm with a strong presence in Asia, provides tailored financial solutions to ultra-high-net-worth clients and family offices. As an Investment Counsellor, you will provide bespoke multi-asset and equity...
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Portfolio Counselor, VP
1 week ago
Hong Kong Island, Hong Kong SAR China Cornerstone Global Partners Full timeRole overview Understand client’s financial goal and objective and provide holistic advisory on multi- asset portfolio Advise High Net Worth (HNW) Clients on multi-asset portfolio allocation setup and rebalancing Explain the Citibank house view to clients on macro-economics and various investment asset classes Help clients to optimize the return of their...
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Senior Investment Advisor
2 days ago
Hong Kong Island, Hong Kong SAR China Bank of Singapore, Asia's Global Private Bank Full timeJoin to apply for the Senior Investment Advisor role at Bank of Singapore, Asia's Global Private Bank . Bank of Singapore opens doors to new opportunities. At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork, and fairness. Most importantly, we invest in our people...
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Senior Investment Advisor
2 days ago
Hong Kong Island, Hong Kong SAR China Bank of Singapore Full timeInvestment Advisors are investment specialists within a marketing team. The primary role of the IA is to formulate investment strategies and work with Relationship Managers in managing client portfolios. Main Duties They shall support RMs primarily as follows : Meet and provide premium investment advisory to HNW clients and formulate investment strategies...
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Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full timePrivate Equity Product Advisory Senior Director Regional Private Market Product Coverage Leadership Function to Spearhead PE Penetration Our Client World-Class Global Private Bank operating in over 50 countries and total AUM of over USD 420Billion to search Private Markets/Investments Advisor of SVP Level. Job Duties As part of the Strategic Direct...
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Active Investment Advisory Counselor
1 week ago
Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full timeActive Investment Advisory Counselor (Director / Snr), Private Bank Multi-Asset Classes of Investment Advisory Expansion headcount for UHN Greater China Clients Superb Job Security & Worklife Balance Our Client Appointed by family run private bank with decades of expertise managing the assets of families, companies & HNW. With strong net inflows USD 8.0...
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Investment Strategist
1 week ago
Hong Kong Island, Hong Kong SAR China The Bank of East Asia, Limited Full timeInvestment Strategist - Investment Products and Advisory Investment Strategists under the Investment Strategy Section (ISS) are responsible for formulating asset allocation strategy, preparing periodical investment‑related publications to drive investment‑related activities for Private Banking, Personal Banking, and Corporate Banking customers. The...
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Senior Director, Portfolio Management Lead
1 week ago
Hong Kong Island, Hong Kong SAR China Sun Life Full timeYou are as unique as your background experience and point of view. Here youll be encouraged empowered and challenged to be your best self. Youll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day youll have new...