Investment Consultant
1 week ago
Investment Consultant - Family Office (Mainland China Focus) Job Summary: We are seeking an experienced Investment Consultant to join our Family Office team, focusing on clients from Mainland China. In this role, you'll provide tailored investment strategies and build strong client relationships. Key Responsibilities: Identify and pursue new client opportunities among High Net Worth individuals from Mainland China. Develop and maintain relationships with High Net Worth clients from Mainland China. Assess clients' financial goals, risk tolerance, and investment preferences. Provide customized investment solutions and strategic recommendations. Conduct regular portfolio reviews and keep clients informed of market trends. Collaborate with internal teams to ensure seamless service delivery. Qualifications: Bachelor’s degree in Finance, Economics, or a related field. Proven experience in investment consulting or wealth management. Strong understanding of the Mainland China market and client needs. Excellent interpersonal and communication skills, fluent in Mandarin and English. Self-motivated with strong analytical and problem-solving abilities. Join us in delivering exceptional investment solutions to our clients and advancing your career in a dynamic environment Unlock job insights AI Job match analysis Salary match Number of applicants Your application will include the following questions: Which of the following statements best describes your right to work in Hong Kong? What's your expected monthly basic salary? How many years' experience do you have in the financial services industry? How many years' experience do you have in a wealth management? How would you rate your Mandarin language skills? What can I earn as an Investment Consultant #J-18808-Ljbffr
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Kowloon, Hong Kong SAR China PARTNER COLLAB INTERNATIONAL COMPANY LIMITED Full timeA financial services company in Hong Kong seeks an experienced Investment Consultant specializing in tailored investment strategies for High Net Worth clients from Mainland China. Responsibilities include identifying client opportunities, developing relationships, and providing customized investment solutions. The ideal candidate will have a Bachelor's in...
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Senior Wealth Investment Consultant
2 weeks ago
Kowloon, Hong Kong SAR China HSBC Full timeA leading financial services provider in Hong Kong is seeking a Senior Investment Consultant. The ideal candidate will implement promotional programs, achieve sales targets, and maintain high customer service standards. Requirements include a university degree in Business Administration, professional qualifications, and proven retail banking experience....
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Private Wealth Investment Consultant
2 weeks ago
Kowloon, Hong Kong SAR China HSBC Full timeA leading financial institution in Hong Kong seeks a Prestige Private Investment Consultant to provide top-tier wealth management services. Candidates should have a university degree, relevant certifications, and at least a year of experience in retail banking. The role involves portfolio analysis, collaboration with relationship managers, and delivering...
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Senior Investment Consultant, Wealth Sales
1 week ago
Kowloon, Hong Kong SAR China HSBC Global Services Limited Full timeA 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...
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Senior Investment Consultant – Wealth Management
2 weeks ago
Kowloon, Hong Kong SAR China HSBC Full timeA leading financial institution in Hong Kong is seeking a Senior Investment Consultant to join their Wealth Sales Distribution team. The role involves implementing promotional programs, collaborating with Customer Relationship Managers, and maintaining high standards of customer service. Candidates should have a university degree in Business Administration,...
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Wealth Investment Consultant for HNW Clients
2 weeks ago
Kowloon, Hong Kong SAR China HSBC Full timeA leading financial institution in Hong Kong is seeking an Executive Investment Consultant to join its Wealth Sales Distribution team. The role involves conducting portfolio analyses, leveraging wealth management solutions for high-net-worth customers, and collaborating with sales teams to meet targets. Ideal candidates should have a university degree in...
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Investment Consultant
3 days ago
Kowloon, Hong Kong SAR China Nova Partners Limited Full timeJob Title Investment Consultant - Asset Management Department - Corporate Services - Hong Kong (Chinese FI) Job Description Communicate with frontline sales teams and entrepreneur clients to understand their risk and return preferences, research and collect their financial service needs, provide feedback to the strategy research team and product management...
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Kowloon, Hong Kong SAR China Nova Partners Limited Full timeA leading financial services firm in Hong Kong is seeking an experienced Investment Consultant to engage with entrepreneur clients and understand their financial needs. This role requires a Master's degree in Finance or Economics, along with a minimum of 5 years of experience in asset management. Candidates should possess strong skills in communication and...
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Senior Cross-Border Investment Consultant
2 weeks ago
Kowloon, Hong Kong SAR China HSBC Full timeA leading financial institution in Hong Kong is seeking a Senior Investment Consultant for its Wealth Sales Distribution unit. This role involves conducting customer portfolio analysis, implementing promotion programs, and collaborating with Customer Relationship Managers to achieve sales targets. Applicants should have a university degree in Business...
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Prestige Private Investment Consultant
2 weeks ago
Kowloon, Hong Kong SAR China HSBC Full timeSome careers have more impact than others. If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further. Retail...
