Portfolio Counselor, VP

A leading global financial institution in Hong Kong is seeking an experienced Investment Counselor Sr. Lead to provide strategic investment advice to ultra-high net worth clients. The candidate will build and maintain relationships, assess investment opportunities, and collaborate with internal teams to deliver financial solutions. A minimum of 10 years of...

Investment Counselor, Esteemed Family Office About the job Investment Counselor, Esteemed Family Office King Deux Search & Consulting is a specialised executive search firm which offers bespoke talent solutions across financial services and commerce. We are committed to not only finding the right opportunity for our candidates but also leaving a legacy that...

Add expected salary to your profile for insights Saint Too Bloom Academy is a new secondary school in Hong Kong dedicated to innovation, entrepreneurship, and bilingual education. Designed by a team of passionate educators, engineers, and entrepreneurs, our mission is to prepare young people to thrive in a rapidly changing world. Since the establishment of...

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...

Active 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...

Job Description - SVP/VP, Specialist, Discretionary Portfolio Management, Private Banking BW) SVP/VP, Specialist, Discretionary Portfolio Management, Private Banking - ( BW ) 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...

The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a...

Relationship Manager – Elite Portfolio | HK$30K – HK$80K Add expected salary to your profile for insights As a Relationship Manager , you’ll play a key role in delivering exceptional wealth management services, ensuring financial success for your clients while driving business growth. Key Responsibilities Build & Expand Client Relationships – Work...

Overview Mutual Fund & Discretionary Portfolio Management Specialist - SVP position at Citi. The Investment Sales Sr. Lead is a strategic professional who follows latest trends in the field and applies them to the business. Requires excellent communication and diplomacy skills to guide and influence colleagues and external customers. Responsible for...

A leading bank in Hong Kong is looking for an experienced professional for the role of SVP/VP, Specialist in Discretionary Portfolio Management. This position involves collaborating with private bankers to market managed investment solutions and drive asset under management (AUM) growth. The ideal candidate should have 5-8 years in marketing investment...