Senior Investment Consultant/ Investment Consultant, Private Banking
2 months ago
Employment Type: Full time
Departments: Private Banking
Job Functions: Asset Management, Dealing & Trading, Product Development & Management
Responsibilities
- Understand customer's asset status, risk tolerance, investment orientation and expected return rate to provide customers with comprehensive, holistic recommendations.
- Continue to provide professional and excellent investment advice to key clients of private banking and customer relationship managers, including but not limited to wealth management, estate planning, diversified asset distribution.
- Take initiative to provide the latest market information to the private banking customers and relationship managers.
- Actively assist and coach relationship managers, explore customers’ needs and sales opportunities.
- Review customers' assets and portfolios with customer relationship managers on a regular basis.
- Obtain quotation and dealing in securities.
Requirement
- University degree in Business Administration or related disciplines, with professional qualification such as CFA, CFP or CPWP is an advantage.
- Minimum of 5 years' experience in different investment products or private banking.
- Strong self-motivation and ability to work independently.
- Knowledge of various wealth management products and able to recommend various portfolios and products to meet clients' needs.
- Good understanding of financial markets and regulations.
- Strong communication and presentation skills.
- Proficiency in both English, Cantonese and Putonghua.
-
Hong Kong, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeResponsibilities: Assist Investment consultant in analyzing market trend and preparing investment proposal Handle order execution on all asset classes including FX, bond, equity, ELN, mutual funds and alternative investments Provide comprehensive support to investment consultants Provide professional and excellent service to key clients of private...
-
Prestige Private Investment Consultant
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeUnlock Your Potential with Hang Seng Bank LimitedAt Hang Seng Bank Limited, we are committed to delivering exceptional service and providing our customers with the best-in-class products and services. We are seeking a highly skilled and experienced Prestige Private Investment Consultant to join our Wealth Sales Distribution team.Key Responsibilities:Conduct...
-
Investment Consultant Assistant
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Investment Consultant Assistant to join our team at Bank Of China (Hong Kong) Limited. As an Investment Consultant Assistant, you will provide comprehensive support to our investment consultants in analyzing market trends and preparing investment proposals.Key ResponsibilitiesMarket Analysis...
-
Investment Consultant Assistant
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Investment Consultant Assistant to join our team at Bank Of China (Hong Kong) Limited. As an Investment Consultant Assistant, you will provide comprehensive support to our investment consultants in analyzing market trends and preparing investment proposals.Key ResponsibilitiesMarket Analysis...
-
Senior Investment Consultant
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeJob DescriptionWe are seeking a highly skilled and experienced Senior Investment Consultant to join our team at Bank Of China (Hong Kong) Limited.Key ResponsibilitiesCustomer Insights: Develop a deep understanding of customers' asset status, risk tolerance, investment orientation, and expected return rate to provide comprehensive and holistic...
-
Prestige Private Investment Consultant
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeUnlock Your Potential with Hang Seng Bank LimitedAt Hang Seng Bank Limited, we are committed to delivering exceptional service excellence and providing our customers with best-in-class products and services. As a leading financial institution in Hong Kong, we seek to attract high-calibre talent who share our passion for service and excellence.Role OverviewWe...
-
Prestige Private Investment Consultant
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeJob OpportunityHang Seng Bank Limited is committed to excellence in service. Our people are our most valuable asset, and we strive to provide a dynamic working environment, good career development opportunities, and competitive compensation packages. We seek to attract high-calibre talent by offering a range of benefits and opportunities for growth.Role...
-
Hong Kong, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeResponsibilities Understand customer's asset status, risk tolerance, investment orientation and expected return rate to provide customers with comprehensive, holistic recommendations Continue to provide professional and excellent investment advice to key clients of private banking and customer relationship managers, including but not limited to wealth...
-
Prestige Private Investment Consultant
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeJob OpportunityHang Seng Bank Limited is committed to excellence in service. Our people are our most valuable asset, and we strive to provide a dynamic working environment, good career development opportunities, and competitive compensation packages. We seek to attract high-calibre talent by offering a range of benefits and opportunities for growth.Role...
-
Senior Investment Consultant
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeJob DescriptionWe are seeking a highly skilled and experienced Senior Investment Consultant to join our team at Bank Of China (Hong Kong) Limited.ResponsibilitiesClient Relationship Management: Develop and maintain strong relationships with high net worth individuals and families, providing personalized investment advice and portfolio management...
-
Investment Consultant Assistant
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeResponsibilities:Key ResponsibilitiesSupport investment consultants in analyzing market trends and preparing investment proposals.Execute orders across various asset classes, including foreign exchange, bonds, equities, exchange-traded notes, mutual funds, and alternative investments.Provide comprehensive support to investment consultants, ensuring seamless...
-
Investment Consultant
3 months ago
Hong Kong, Hong Kong SAR China Gentleman Capital Limited Full timeResponsibilities: Act as Investment Consultant in providing comprehensive investment related services to Account Managers and high-net-worth customers, covering the entire asset allocation process. This included tailor-made investment proposal preparation (Chinese & English), portfolio analysis and product selection (structured products, bonds, funds, etc)....
-
Senior Investment Consultant
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeUnlock Your Potential as a Senior Investment ConsultantAt Hang Seng Bank Limited, we are committed to delivering exceptional service excellence and providing our customers with the best-in-class products and services. As a Senior Investment Consultant, you will play a vital role in our efforts to continually enhance our performance and provide personalized...
-
Senior Investment Consultant
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Bauer Kaiser & Co. Ltd Full timeJob Title: Senior Investment ConsultantBauer Kaiser & Co. Ltd is seeking a highly skilled Senior Investment Consultant to join our team in Hong Kong and China. As a key member of our professional banking services team, you will be responsible for developing and maintaining strong business relationships with Retail / Cross Border / UHNW customers.Key...
-
Prestige Private Investment Consultant
3 months ago
Hong Kong, Hong Kong SAR China Hang Seng Bank Limited Full timeJob description A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good...
-
Private Equity Investment Professional
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Selby Jennings Full timeJob Title: Private Equity Investment AnalystAt Selby Jennings, we are seeking a highly skilled Private Equity Investment Analyst to join our Global Private Equity Fund team.Key Responsibilities:Engage in all stages of the investment process, including deal origination, due diligence, stakeholder negotiations, structuring, and execution.Develop investment...
-
Hong Kong, Central and Western District, Hong Kong SAR China Asian Infrastructure Investment Bank Full timeAbout the RoleWe are seeking a highly skilled Counsel to join our Private Sector Investment & Treasury Operations team in Beijing. As a key member of our team, you will provide legal and policy advice to support the Bank's private sector investment operations and finance/treasury operations.Key ResponsibilitiesAdvise on the Bank's policy mandate to ensure...
-
Senior Investment Consultant
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeJob OpportunityHang Seng Bank Limited is committed to service excellence and seeks high-calibre professionals to join our Wealth Sales Distribution team as Senior Investment Consultant.Key ResponsibilitiesConduct in-depth customer portfolio analysis to identify opportunities for cross-selling investment products.Implement and participate in promotion...
-
Private Equity Investment Professional
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Selby Jennings Full timeJob Title: Private Equity Investment AnalystAt Selby Jennings, we are seeking a highly skilled Private Equity Investment Analyst to join our Global Private Equity Fund team.Key Responsibilities:Investment Process: Engage in all stages of the investment process, including deal origination, due diligence, stakeholder negotiations, structuring, and...
-
Hong Kong, Hong Kong SAR China Asian Infrastructure Investment Bank Full timeCounsel - Private Sector Investment & Treasury Operations The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is Financing Infrastructure for Tomorrow in Asia and beyond-infrastructure with sustainability at its core. We began operations in Beijing in 2016 and have since grown to 109 approved members worldwide. We...