Wealth Investment Consultant for HNW Clients

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...

A leading financial institution in Hong Kong seeks a Prestige Private Investment Consultant to provide top-tier wealth management services. Candidates should have a university degree, relevant certifications, and at least a year of experience in retail banking. The role involves portfolio analysis, collaboration with relationship managers, and delivering...

Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join Hang Seng 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, Hang Seng offers opportunities, support and rewards that will take you further. Retail...

Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join Hang Seng 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, Hang Seng offers opportunities, support and rewards that will take you further. Retail...

About Our Client Our client is one of the largest American investment/private banks, headquartered in New York City. They are now looking for a Source of Wealth (SOW) Associate to handle SOW drafting and review, account profile analysis and KYC periodic review for PB/HNW clients. The private wealth management division provides highly personalized, best in...

HK$30k-100k Corporate sales, wealth management Securities / Brokerage We are currently partnering with multiple top‑tier wealth management platforms in Hong Kong to hire experienced Wealth Management Sales serving high‑net‑worth individuals and corporate clients. Our client network includes leading financial institutions with diversified businesses...

A leading financial institution in Hong Kong is seeking a Senior Investment Consultant to join their Wealth Sales Distribution team. The role involves implementing promotional programs, collaborating with Customer Relationship Managers, and maintaining high standards of customer service. Candidates should have a university degree in Business Administration,...

A leading global banking institution based in Hong Kong is looking for an Investment Specialist to provide personalized investment portfolio advice to clients. The ideal candidate will have a strong background in finance with at least five years of relevant experience, including wealth management or portfolio counseling. Fluency in English, Cantonese, and...

Job Summary Identifying needs of clients and providing professional financial advice Management of wealth assets of clients through investment vehicles Updating financial news to your clients Providing financial analyst, investment, saving, retirement, MPF and risk management services includes but not limited to: Capital Investment Immigration Consultancy,...

A leading financial institution in Hong Kong is seeking a Senior Investment Consultant for its Wealth Sales Distribution unit. This role involves conducting customer portfolio analysis, implementing promotion programs, and collaborating with Customer Relationship Managers to achieve sales targets. Applicants should have a university degree in Business...