Wealth Investment Expert

5 days ago Be among the first 25 applicants Some careers have more impact than others. If you're looking for a career where you can make a real impression, join HSBC 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, HSBC offers opportunities, support and rewards that...

An international banking corporation in Hong Kong is seeking a Wealth Investment Product Expert to provide market updates and deliver investment product training. The ideal candidate will have a degree in a related field, solid sales experience, and strong interpersonal skills. You will engage with customers and support the growth of the wealth management...

A financial services firm in Hong Kong is looking for a Wealth Investment Expert to develop tailored wealth management strategies. Responsibilities include conducting market analyses, collaborating with teams to enhance customer experience, and engaging directly with clients. Ideal candidates are graduates with a strong interest in wealth management,...

4 days ago Be among the first 25 applicants Some Careers Have More Impact Than Others. If you’re looking for a career where you can make a real impression, join HSBC 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, HSBC offers opportunities, support and rewards...

Blackhorn Wealth Management is an independent asset management firm based in Hong Kong with SFC Type 4 & Type 9 licenses. Our team draws on decades of experience in private wealth and institutional investing to provide best‑class wealth solutions for our clients and their families. Our mission is simple: we provide clients with informed investment...

Job Responsibilities Lead integrated professional teams covering investment advisory, research, family office, PWM product and risk control Design premium product sourcing framework with quantitative evaluation metrics Develop global multi-asset investment strategy repository with rebalancing protocols Implement look-through risk management for underlying...

Product Specialist, Product & Investment Solutions, Wealth Management Join to apply for the Product Specialist, Product & Investment Solutions, Wealth Management role at CLSA We are seeking an experienced Wealth Planning Specialist (Trust and Insurance focus) to enhance our product distribution business and drive the growth of our regular product program to...

Responsibilities & Requirements Conduct research, analysis, and regular updates on global market trends—including alternative investments such as private equity, hedge funds, private credit, and real assets—for advisors and clients. Prepare, review, and enhance investment materials (presentations, sales decks, product notes), ensuring accuracy and...

Position Description We are looking for investment counselor passionate to assist front office staffs to generate revenue from wealth management products/wealth planning services by providing client portfolio advisory to private wealth clients on multi-asset classes. The candidate is also expected to build a highly proactive and long-term relationship with...

Wealth Planning Analyst - Investment Bank This is an exciting opportunity to join an Investment Bank as Wealth Planning Analyst, serving UHNW clients, providing financial strategies and access to sophisticated expertise and investment opportunities. Description Coordinate onboarding of insurance products and external service providers (e.g., independent...