Investment Consultant, Wealth Management

A financial institution in Hong Kong is looking for an Investment Consultant in Wealth Management to drive investment sales for various branches. The role includes providing professional advice, coordinating sales events, and conducting training for sales staff. The ideal candidate should have a degree in Finance or Economics, minimum 5 years of retail...

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...

A leading banking consulting firm in Hong Kong is seeking an Investment Consultant to strengthen business relationships with retail and UHNW customers. The candidate will leverage wealth management solutions to help achieve clients' financial goals and support branch sales through briefing sessions on investment products. Ideal applicants will hold a degree...

A leading wealth management firm in Hong Kong is seeking a mid-senior level Relationship Manager specializing in Chinese high-net-worth clients. The role involves managing client portfolios, providing investment advisory services, and ensuring compliance. Ideal candidates will have extensive experience in wealth management, fluency in Mandarin, and a proven...

(Senior) Relationship Manager - Wealth Management At Delta Asia Financial Group, we foster a supportive and empowering environment that enables our employees to shape rewarding career journeys. We are committed to your professional growth and development, and to creating a workplace culture that values collaboration, innovation, and excellence....

A financial services company in Hong Kong is seeking a motivated individual to conduct financial needs analysis and provide tailored wealth management proposals to clients. The ideal candidate will have a diploma or degree, preferably in finance or related fields, and a basic understanding of financial markets. Proficiency in English and Chinese, including...

A leading asset management firm in Hong Kong is looking for a Wealth Management Operation Officer. This role focuses on supporting the Wealth Management business by handling operations and service requests. The ideal candidate will have a degree in a related field, strong proficiency in English and Chinese, as well as excellent interpersonal skills. A...

Why Join Us? – Your Career Launchpad: 5 day work + Competitive Pay With Monthly Incentive + Year End Bonus + Company Trips Accelerated Growth: A structured, level-by-stage training curriculum covering technical knowledge, sales mastery, and personal development. Path to Leadership: A clear and rapid promotion path to managerial positions based on...

A dynamic financial and insurance consultancy firm in Hong Kong is seeking a Wealth Management Manager. This role requires a minimum of 3 years of experience in Wealth Management, preferably from insurance brokerage and investment fields. The company offers competitive pay with monthly incentives, comprehensive professional development, and a clear promotion...

Company Overview CMBC Capital Holdings Limited, a subsidiary of China Minsheng Bank, is listed on the Hong Kong Stock Exchange (stock code: 1141.HK). Licensed for Type 1, 4, 6, and 9 regulated activities, the company offers a comprehensive range of financial services, including Hong Kong IPO sponsoring and underwriting, mergers and acquisitions,...