Director, Investment Advisor
20 hours ago
Director, Investment Advisor (European Private Bank) Leading European Private Bank is looking for seasoned investment advisory talent to join their team due to business expansion. Great working culture and great remuneration package are provided. Job Scope Function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team) Develop deep, long-term relationships with high net worth clients to understand their unique financial goals and risk profiles Analyze client financial situations and design customized investment portfolios and financial plans Monitor client accounts and make timely adjustments to portfolios as needed Proactively educate clients on market trends, investment opportunities, and strategies to grow and preserve wealth Collaborate with the bank's in-house research, legal, and tax teams to provide comprehensive wealth management services Maintain excellent client service and responsiveness to inquiries and requests Requirements Bachelor's degree in business, finance, or a related field. MBA or other relevant certifications are a plus. Over 5 years of experience as an investment advisor, ideally in a private banking Strong financial analysis, investment research, and portfolio construction skills Excellent verbal and written communication abilities to explain complex financial concepts to high-net-worth clients Extensive knowledge of investment vehicles, strategies, and financial planning best practices Track record of growing and retaining a client book If you believe you meet the above requirements and have the passion and drive to excel in this role, we invite you to submit your application. We apologies that only shortlisted candidates will be contacted. Please click the 'Apply' button below or send through your most updated CV to Still considering? Contact Cathleen Chen on for confidential discussion about it, we are always happy to help. #J-18808-Ljbffr
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Financial Advisor HK
6 days ago
hong kong, Hong Kong SAR China International Financial Advisor Jobs Full timeOverview Join to apply for the Financial Advisor HK role at International Financial Advisor Jobs . Our wealth management client is looking for Financial advisors to be based in Hong Kong. Their client base is constantly expanding across the world and their aim is to become local to their global client base. In order to keep up with this expansion, they...
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Strategic Alternative Investments
2 weeks ago
Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full timeA leading global private bank is seeking an Alternative Investment Specialist & Client Portfolio Advisor (Director+) in Hong Kong. The role involves driving alternative investment strategies, consulting clients on their investment and risk appetites, and collaborating with investment teams across the globe. The ideal candidate should have significant...
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Senior Investment Advisor
20 hours ago
hong kong, Hong Kong SAR China Captar Partners Limited Full timeA leading European Private Bank in Hong Kong is seeking a seasoned Director, Investment Advisor to join their expanding team. The ideal candidate will serve as a primary contact for high net worth clients, delivering tailored investment portfolios and financial plans while maintaining strong client relationships. Candidates should possess a Bachelor's degree...
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Alternative Investment Specialist
2 weeks ago
Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full timeRewarding Career with Competitive Benefits Our Client Appointed by the most admired Global Private Bank & Asset Mgmt group w/AA- credit rating to search for Alternative Investment Specialist & Client Portfolio Advisor (Director+). Job Duties As part of the regional and global investment & product solution team to consult & drive alternative & active...
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Senior Investment Advisor
1 week ago
Hong Kong Island, Hong Kong SAR China Bank of Singapore, Asia's Global Private Bank Full timeJoin to apply for the Senior Investment Advisor role at Bank of Singapore, Asia's Global Private Bank . Bank of Singapore opens doors to new opportunities. At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork, and fairness. Most importantly, we invest in our people...
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Discretionary Mandates Investment Advisor
2 weeks ago
Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full timeDiscretionary Mandates Investment Advisor Promising Career, Worklife Balance & Sign-On Bonus Our Client Appointed by the most respectable award winning European Based Private Bank & Asset Management group; with Aa2 credit rating to search for DPM Product Advisor. Job Duties Assume the role as Discretionary Portfolio Product Specialist in North Asia region...
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Senior Private Wealth Investment Advisor
6 days ago
Hong Kong Island, Hong Kong SAR China CMB Wing Lung Bank Limited Full timeA leading bank in Hong Kong is seeking a seasoned investment advisor to provide customized asset allocation and product recommendations for high-net-worth clients. The ideal candidate will have 8-10 years of experience in investment advisory services, good knowledge of investment products, and fluency in both English and Cantonese. This opportunity is...
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Hong Kong Island, Hong Kong SAR China Trinity Search Limited Full timeM&A / Investment Director (Greater China Markets) We are a rapidly growing Chinese investment firm with a strong track record in strategic investments and portfolio growth. As part of our aggressive global expansion, we are building a world‑class team in Hong Kong to drive our investment ambitions across international markets. Join us to pioneer...
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Investment Analyst
5 days ago
Hong Kong Island, Hong Kong SAR China Leadingnation Full timeAs an Investment Analyst / Director in the Technology & Telecoms sector, you will be responsible for evaluating investment opportunities and providing strategic financial insights. This role is ideal for professionals looking to make an impact in the Banking & Financial Services department. 客户简介 This is a role within a large organization recognized...
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Senior Investment Advisor
2 weeks ago
Hong Kong Island, Hong Kong SAR China Leadingnation Full timeInvestments and Wealth Solutions – CIO and Investment Advisory Hang Seng's Investments and Wealth Solutions offers a full spectrum of investment products and services to our Wealth and Personal Banking customers, from high-net-worth to mass segments across channels. We distribute investment funds managed by top tier fund managers covering different types...