Investment Specialist, Wealth

Conduct financial needs analysis and risk tolerance assessment for potential and existing clients Prepare wealth management proposals tailored towards clients' needs Provide wealth management and investment advice to clients Advise clients on selection of MPF schemes and underlying investment choices Engage in networking and marketing activities to expand...

Investment Consultant/ Treasury Specialist 55-62K (Retail Banking) Our client is a top leading bank, and they are seeking the right candidates for the position of Investment Specialist/ Treasury Specialist from all levels to join their banking teams. Responsibilities Build and maintain strong relationships with clients to understand their financial goals and...

A financial services company in Hong Kong is seeking a Relationship Manager for Wealth Management. The role involves monitoring and adjusting investment strategies, conducting risk assessments, and communicating strategies to clients. Ideal candidates hold HKSI Paper 1, 7, and 8, have a Bachelor’s degree in a relevant field, and possess 3 years of...

A financial services firm in Hong Kong is seeking a Sales Executive to enhance client relationships through digital innovation. The role involves supporting onboarding processes, preparing investment proposals, and collaborating with marketing to improve customer experiences. Ideal candidates should have 1-5 years of experience in wealth management or client...

Relationship Manager, Wealth Management (Welcome China RM/ Visa Sponsored) Add expected salary to your profile for insights Responsibilities Monitor and adjust asset allocation investment plan Design and implement appropriate investment strategies and policies Conducting comprehensive risk assessment of portfolio investments Communicate asset allocation...

A leading wealth management firm in Hong Kong is seeking motivated individuals to conduct financial needs analysis and provide tailored investment advice. The role involves engaging with clients, preparing proposals, and ensuring consistent after-sale service. Candidates should hold a diploma or degree in finance, economics, or business administration, and...

A leading global bank seeks a Senior Wealth Investment Sales Manager in Hong Kong. The role involves supporting sales, analyzing complex data, and developing wealth management strategies. Candidates should have a degree in economics, finance, or business and deep knowledge of financial products. Strong analytical skills, client management abilities, and a...

You’ll achieve more at HSBC. HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within and inclusive and diverse environment. Personal data held by the Bank relating to...

A 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...

A leading banking corporation based in Hong Kong is seeking a Senior Wealth Investment Sales Manager. In this role, you'll work closely with the Head of Wealth Investment Sales to support sales initiatives, analyze complex data on investment performance, and engage with both internal and external stakeholders to enhance customer loyalty. Candidates should...