Investment Specialist – Global Wealth Advisory

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...

A prominent bank in Hong Kong is seeking a Senior Investment Consultant for their Wealth Sales Distribution team. The ideal candidate will hold a university degree in Business Administration and possess proven retail banking experience along with strong investment product knowledge. Responsibilities include achieving sales targets, collaborating with...

Investment Consultant/ Treasury Specialist 55-62K (Retail Banking) Our client is a top leading bank, and they are seeking the right candidates for the position of Investment Specialist/ Treasury Specialist from all levels to join their banking teams. Responsibilities Build and maintain strong relationships with clients to understand their financial goals and...

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 services firm is seeking a Senior Vice President, Advisory Head, based in Hong Kong. This role involves conducting planning and budgeting for the branch, managing client relationships, and ensuring compliance with regulations. The successful candidate will have 6-10 years of experience in banking and management, preferably with a...

A financial services firm in Hong Kong seeks professionals for wealth management roles focused on financial advice and investment services. Responsibilities include managing wealth assets and maintaining client relationships. Ideal candidates have a degree, with 5+ years experience preferred and language skills in Cantonese and Mandarin. The role offers a...

A wealth management firm in Hong Kong is seeking ambitious individuals to deliver comprehensive wealth management services to High Net-Worth clients. Ideal candidates will have an entrepreneurial mindset and excellent interpersonal skills, along with proficiency in English and Chinese. Responsibilities include professional investment advisory services,...

A leading global bank in Hong Kong is seeking a Senior Vice President, Advisory Head to lead wealth management strategies. The role involves managing resources, coordinating teams, and maintaining client relationships. Candidates must have 6-10 years of relevant experience and a Bachelor's degree in Business Management, Economics, or Finance. Proven...

A leading international bank in Hong Kong is seeking an entry-level candidate for a finance and sales role. You will be responsible for leading client portfolio reviews, driving business growth, and engaging high-potential clients with advisory skills. The ideal candidate should hold a degree and have a background in investment management. This full-time...

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...