Investment Advisory Specialist

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 leading global bank in Hong Kong is seeking a qualified Investment Specialist to provide tailored investment advice to clients, oversee portfolio quality, and manage financial well-being. The ideal candidate will have at least five years of relevant experience, strong communication skills, and be proficient in English, Cantonese, and Mandarin. This...

A financial advisory firm in Hong Kong is seeking an Operations Officer to enhance their operational workflows. This hands-on position requires 3–6 years of experience in administration and operations, particularly involving legal document reviews and supporting senior management. Ideal candidates are detail-oriented and familiar with AI tools to improve...

A dynamic investment advisory firm in Hong Kong is seeking an Executive Assistant to support senior management. The ideal candidate should have at least 2 years of executive support experience and be fluent in Cantonese, English, and Mandarin. Responsibilities include managing complex schedules, handling legal documents, and assisting with operations. This...

A leading investment advisory firm in Hong Kong is seeking a highly capable Project Manager to oversee the capex process. You will manage project lifecycle from planning to execution, ensuring timely and cost-effective completion. The ideal candidate has at least 5 years’ experience in real estate or construction, with strong leadership and problem-solving...

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...

Key Responsibilities Leading Portfolio Review conversations with clients Focusing on growing the business, and empowering RMs with advisory skills and tools Targeted engagement with high potential clients – aim to upgrade to Priority Private Drive adoption of digital advisory tools Advisory focused RM training Client seminars Upgrade clients to Priority...

A leading financial services provider in Hong Kong is seeking an Investment Consultant/Treasury Specialist to join their banking team. This role involves building client relationships, providing tailored investment advice, and conducting market analysis. The ideal candidate will have a Bachelor's degree in finance or related fields and experience in...

A financial consultancy firm in Hong Kong seeks a professional Insurance Specialist to deliver advisory services alongside Relationship Managers. Responsibilities include building client relationships, supporting sales efforts, and ensuring regulatory compliance. Ideal candidates have 2+ years in Banking & Financial Services, strong knowledge of insurance...

A prominent bank in Hong Kong is looking for a Financial Crime Compliance specialist. This role involves leading AML/CFT advisory, overseeing customer due diligence processes, and enhancing compliance policies. Candidates should hold a relevant degree and have a minimum of 3 years of AML experience, with strong analytical and communication skills....