Manager, Investment Consulting
6 days ago
Manager, Investment Consulting Provide investment advisory services to selected corporate clients and deliver a total investment solution with a high level of service quality to anchor the relationship base and build loyalty with our customers. Achieve assigned income target to contribute to the team performance. Work closely with relationship managers to identify customer needs and promote investment services such as fixed income, equity, forex and structured products to suitable customers. Qualifications University degree in Business Administration, Finance or related disciplines. Qualification of CFA, CAIA or CFP preferred. Proven experience in investment sales and familiar with providing trading ideas. Knowledge and experience in handling corporate actions of offshore bonds is definitely a plus. Experience in organizing investment seminars for clients is an advantage. Strong self‑motivation with good communication, interpersonal, analytical and multitasking skills. Proficiency in both English and Chinese; fluency in Putonghua is an advantage. Passes in HKSI Licensing Examination for HKMA RI Type 1, 4, 7 registration. Proficiency in using Bloomberg Terminal for data gathering and charting. High level of customer‑centricity mindset with dedication to deliver exceptional quality services for customers. Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage. The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks. Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best‑in‑class products and services. We seek to attract high‑calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages. All information provided by applicants will be used only for recruitment purposes and will be used strictly in accordance with the Bank's personal data policies. Unless otherwise instructed in writing by the applicant concerned, applicants may be considered for other suitable positions within the Bank and its related companies. The personal data of unsuccessful job applicants may be retained for a maximum of two years from the date when the job application is rejected and such data may be retained for a longer period if there is a subsisting reason that obliges the Bank to do so, after which the personal data will be destroyed. Issued by Hang Seng Bank Limited #J-18808-Ljbffr
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Assistant VP
6 days ago
Hong Kong Island, Hong Kong SAR China Yuege Consulting Full timeAssistant VP (Investment Management) - Yuege Consulting Add expected salary to your profile for insights My client is a leading financial institution based in Hong Kong, backed by a prominent state-owned banking group. Specializing in diversified investment businesses, we are dedicated to delivering long-term, stable returns through professional asset...
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Hong Kong Island, Hong Kong SAR China Bank of China (Hong Kong) Full timeJoin to apply for the Senior Investment Consultant/ Investment Consultant, Private Banking role at Bank of China (Hong Kong) 2 days ago Be among the first 25 applicants Join to apply for the Senior Investment Consultant/ Investment Consultant, Private Banking role at Bank of China (Hong Kong) Direct message the job poster from Bank of China (Hong Kong)...
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Investment Research and Consulting Manager
9 hours ago
hong kong, Hong Kong SAR China Ant International Full timeInvestment Research and Consulting Manager Join to apply for the Investment Research and Consulting Manager role at Ant International Responsibilities Conduct and lead research on investment needs of corporate clients both domestically and overseas, and formulate product strategies. Perform due diligence and listing of third‑party financial products from...
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Manager, Investment Consulting
1 week ago
Hong Kong Island, Hong Kong SAR China Hang Seng Bank 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. We are...
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Manager, Investment Consulting
1 week ago
Hong Kong Island, Hong Kong SAR China HSBC Global Services Limited 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. We are...
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Investment Management Officer
3 days ago
Hong Kong, Hong Kong SAR China Asian Infrastructure Investment Bank Full timeInvestment Officer, Energy The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is financing Infrastructure for Tomorrow in Asia and beyond-infrastructure with sustainability at its core. We began operations in Beijing in 2016 and have since grown to 111 approved members worldwide. We are capitalized at USD100...
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Hong Kong Island, Hong Kong SAR China Global Executive Consultants Ltd. Full timeA prominent financial institution in Hong Kong is seeking an experienced Investment Consultant to engage with clients and provide strategic financial planning and investment management services. The ideal candidate will have at least 5 years of experience in private banking or asset management, excellent communication skills, and fluency in English and...
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Investment Management Officer
3 days ago
Hong Kong, Hong Kong SAR China Asian Infrastructure Investment Bank Full timeInvestment Officer, Transport The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is financing Infrastructure for Tomorrow in Asia and beyond-infrastructure with sustainability at its core. We began operations in Beijing in 2016 and have since grown to 111 approved members worldwide. We are capitalized at USD100...
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Investment Consulting Manager
6 days ago
Hong Kong Island, Hong Kong SAR China Hang Seng Bank Ltd Full timeA major financial institution in Hong Kong is seeking a Manager for Investment Consulting. The role involves providing investment advisory services to corporate clients and delivering tailored solutions with a high standard of service quality. Applicants should possess a university degree in relevant fields, along with strong communication, analytical, and...
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Investment Consultant
2 weeks ago
hong kong, Hong Kong SAR China China CITIC Bank International Limited Full timeOverview Drive the investment sales business for a cluster of branches and provide professional advice to branches in meeting targets of investment products. Responsibilities Communicate with Principal Investment Consultant / District Head / Branch Manager on business progress and outlook in formulation of corresponding support strategies. Drive the...
