Wealth Investment Consultant — Banking

Investment Consultant, Wealth Management Drive the investment sales business for a cluster of branches and provide professional advice to branches in meeting targets of investment products. Key Responsibilities Communicate with Principal Investment Consultant / District Head / Branch Manager on business progress and outlook in formulation of corresponding...

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...

Wealth Planning Analyst - Investment Bank 3 days ago Be among the first 25 applicants About Our Client This is an exciting opportunity to join an Investment Bank as Wealth Planning Analyst, serving UHNW clients, providing financial strategies and access to sophisticated expertise and investment opportunities. Job Description Coordinate onboarding of...

Wealth Planning Analyst - Investment Bank This is an exciting opportunity to join an Investment Bank as Wealth Planning Analyst, serving UHNW clients, providing financial strategies and access to sophisticated expertise and investment opportunities. Description Coordinate onboarding of insurance products and external service providers (e.g., independent...

Investment Bank Wealth Planning About Our Client This is an exciting opportunity to join an Investment Bank as Wealth Planning Analyst, serving UHNW clients, providing financial strategies and access to sophisticated expertise and investment opportunities. Job Description Coordinate onboarding of insurance products and external service providers (e.g.,...

A financial services firm in Hong Kong is searching for an Investment Counsellor Assistant to support investment consultants with market analysis and investment proposals. The role requires a bachelor's degree and at least 2 years of experience in private banking or wealth management. Candidates should possess strong communication skills and fluency in...

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,...

Overview Join to apply for the Investment Consultant role at OCBC . This is a role within OCBC's Wealth Management and Investment Banking product teams. The description covers the opportunity to shape investment banking products and services and to work closely with clients to develop tailored solutions. Responsibilities Develop and maintain a deep...

Executive Investment Consultant - Hang Seng Bank (HK) Join us at Hang Seng Bank to make a real impression in wealth management, delivering tailored investment solutions across our wide branch network. Retail Distribution Our Retail Distribution focuses on personal wealth management. With 254 branches, 50 Prestige Banking Centres, we serve the adult...

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...