Senior Investment Consultant – Wealth Management

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 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...

A 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...

Relationship Manager, Wealth Management (Welcome China RM/ Visa Sponsored) Add expected salary to your profile for insights Responsibilities Monitor and adjust asset allocation investment plan Design and implement appropriate investment strategies and policies Conducting comprehensive risk assessment of portfolio investments Communicate asset allocation...

A 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...

A 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....

Provide comprehensive training to become a professional financial planner. Benefits Unlimited Income: Monthly allowance, High commission, Unique monthly bonus, Year-end bonus, Mortgage subsidy Fast-track Promotion Program to Management Level Free overseas travel Work-life balance opportunity We are looking for: Associate degree / higher diploma holder or...

A financial services company in Hong Kong is seeking a Relationship Manager for Wealth Management. The role involves monitoring and adjusting investment strategies, conducting risk assessments, and communicating strategies to clients. Ideal candidates hold HKSI Paper 1, 7, and 8, have a Bachelor’s degree in a relevant field, and possess 3 years of...

A leading wealth management firm in Hong Kong is seeking motivated individuals to conduct financial needs analysis and provide tailored investment advice. The role involves engaging with clients, preparing proposals, and ensuring consistent after-sale service. Candidates should hold a diploma or degree in finance, economics, or business administration, and...

Some careers have more impact than others. If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued. Wealth and Personal Banking (WPB) Hong Kong helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking...