Investment Advisory Call Specialist — HKSI Licensed

Customer Services Specialist - Investment Advisory Job Description: Customer Services Specialist - Investment Advisory My client a leading bank isseeking an experienced Customer Services Specialist to help provide investment advice to their everyday customers. The ideal candidate will hold a valid Hong Kong Securities &Investment Institute Ilicense, and will...

Customer Services Specialist - Investment Advisory My client a leading bank is seeking an experienced Customer Services Specialist to help provide investment advice to their everyday customers. The ideal candidate will hold a valid Hong Kong Securities & Investment Institute license, and will be responsible for providing financial guidance to clients over...

A leading bank in Hong Kong is seeking an experienced Customer Services Specialist - Investment Advisory. In this role, you will provide investment guidance to everyday clients through outbound and inbound calls, assess their financial situations, and ensure compliance with regulations. A valid Investment Advisor license is required, along with strong...

Investment Strategist - Investment Products and Advisory Investment Strategists under the Investment Strategy Section (ISS) are responsible for formulating asset allocation strategy, preparing periodical investment‑related publications to drive investment‑related activities for Private Banking, Personal Banking, and Corporate Banking customers. The...

VP/ AVP, Treasures Investment Counsellor (Licensed B) As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit...

Investment Product Specialist / Junior Investment Counsellor Lead, execute and proactively implement advanced coaching techniques to motivate and encourage learning and re-enforce application within the work place Achieve the sales target by collaborating with Customer Relationship Managers to conduct pre-case study, share sales tactics on FX and structured...

Responsibilities Initiate and monitor investment ideas of assigned asset class Prepare in-house investment market updates and recommendations for investment products Assist frontline sales staff to achieve sales target Source investment products and conduct products due diligence Liaise with brokers for price quotes and orders execution Handle enquiries on...

Job Description: Responsibilities Provide HKMA and SFC licensing-related advisory (e.g. registration, competence and fit and proper requirements). Liaise with business and other counterparts for arranging application and cessation in relation to HKMA Executive Officer & Relevant Individual/ SFC Responsible Officer & Licensed Representative. Assist to arrange...

Active Investment Advisory Counselor (Director / Snr), Private Bank Multi-Asset Classes of Investment Advisory Expansion headcount for UHN Greater China Clients Superb Job Security & Worklife Balance Our Client Appointed by family run private bank with decades of expertise managing the assets of families, companies & HNW. With strong net inflows USD 8.0...

A financial services firm in Hong Kong is seeking a mid-senior level professional for office administration and logistics. The ideal candidate will manage document processes, arrange logistical support for management, and assist multiple departments. A university degree in a business-related field, HKSI licensing, and fluency in Mandarin are required. This...