Investment Advisory, Equities, Private Bank
3 days ago
Investment Advisory, Equities, Private Bank Job Description: Investment Advisory, Equities, Private Bank Our client, a leading global wealth management firm with a strong presence in Asia, provides tailored financial solutions to ultra-high-net-worth clients and family offices. As an Investment Counsellor, you will provide bespoke multi-asset and equity investment advice and solutions to HNW and UHNW and families. Leveraging your expertise in equity markets, financial products, and multi-asset investment strategies, you will work alongside Relationship Managers to craft sophisticated, client‑centric investment propositions. This role requires a strong understanding of Asian and global equity markets and the ability to navigate complex investment opportunities. Key Responsibilities: Provide bespoke equity and multi-asset advice, identifying opportunities across global and Asian markets. Lead equity advisory, offering strategic market insights, equity research, and actionable investment ideas to clients and Relationship Managers. Build and maintain trusted long‑term client relationships, ensuring exceptional service and satisfaction. Partner with Relationship Managers to expand client relationships and grow assets under management. Conduct regular client meetings to review investment positioning and present forward‑looking market strategies. Analyze client objectives, financial goals, and risk profiles to design tailored equity‑focused investment solutions. Ensure all investment activities comply with internal policies, risk management standards, and regional regulatory requirements. Requirements: Minimum 10 years experience in Private Banking Investment Advisory Strong knowledge of wealth management solutions and the ability to recommend suitable investment portfolios. Deep understanding of financial markets and regulatory frameworks. Independent yet team‑oriented, adaptable, and eager to learn. Fluent Chinese speaking is mandatory to engage Chinese speaking clients in the Greater China region. If you are a motivated and experienced investment professional with a passion for providing exceptional client service, please submit your resume in word format to apply. #J-18808-Ljbffr
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Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full timeA leading global private bank is seeking a Private Equity Product Advisory Senior Director in Hong Kong. The successful candidate will shape private equity strategies and drive investment opportunities alongside high-net-worth clients. Applicants should possess 12 years of investment advisory experience, including significant direct experience in private...
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VP of Private Banking Advisory
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Hong Kong, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeBusiness Function DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each...
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Active Investment Advisory Counselor
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Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full timeActive 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...
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Equity Dealer, Global Private Bank
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Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full timePromising Equities Dealing & Advisory Career Buyside Opportunity w/ Excellent Bank Benefits Our Client Exciting regional career opportunity with the most sustainable global wealth management banking group to search for Equity Dealer! Job Duties Reporting to Head of Equity Advisory & Dealing & partner with a small professional team Accountable for global...
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hong kong, Hong Kong SAR China Perennial HR Full timeA leading global wealth management firm in Hong Kong seeks an experienced Investment Counsellor to provide bespoke multi-asset and equity investment advice to high-net-worth clients. The ideal candidate will have over 10 years of experience in private banking investment advisory and strong knowledge of wealth management solutions. This role requires the...
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Private Equity Product Advisory Senior Director
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Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full timePrivate Equity Product Advisory Senior Director Regional Private Market Product Coverage Leadership Function to Spearhead PE Penetration Our Client World-Class Global Private Bank operating in over 50 countries and total AUM of over USD 420Billion to search Private Markets/Investments Advisor of SVP Level. Job Duties As part of the Strategic Direct...
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Investment Analyst – Private Equity
3 days ago
Hong Kong Island, Hong Kong SAR China Astrapto Capital Full timeInvestment Analyst – Private Equity Astrapto Capital is seeking an Investment Analyst to join its private equity and merchant banking platform based in Hong Kong. Collectively, each one of the principals has, on average, close to 20 years of investment experience, with 4 of the principals having spent considerable time working in various investment...
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Investment Analyst – Private Equity
16 hours ago
Hong Kong Island, Hong Kong SAR China Astrapto Capital Full timeGet AI-powered advice on this job and more exclusive features. Astrapto Capital is seeking an Investment Analyst to join its private equity and merchant banking platform based in Hong Kong. Collectively, each one of the principals has, on average, close to 20 years of investment experience, with 4 of the principals having spent considerable time working in...
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Hong Kong Island, Hong Kong SAR China Connexe Search Full timeOur client is a well-regarded Private Bank. They are currently looking for an experienced Investment Consultant to join their expanding team. Responsibilities: Report to Chief Investment Officer Work closely with RM teams to promote the sales of investment products and achieve sales targets Analyze and update clients about market trends and significant...
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Investment Strategist
3 days ago
Hong Kong Island, Hong Kong SAR China The Bank of East Asia, Limited Full timeInvestment 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...
