Investment Specialist: Client Advisory

Customer Services Specialist - Investment Advisory Job Description: Customer Services Specialist - Investment Advisory My client a leading bank isseeking an experienced Customer Services Specialist to help provide investment advice to their everyday customers. The ideal candidate will hold a valid Hong Kong Securities &Investment Institute Ilicense, and will...

A leading bank in Hong Kong is seeking an experienced Customer Services Specialist - Investment Advisory. In this role, you will provide investment guidance to everyday clients through outbound and inbound calls, assess their financial situations, and ensure compliance with regulations. A valid Investment Advisor license is required, along with strong...

Customer Services Specialist - Investment Advisory My client a leading bank is seeking an experienced Customer Services Specialist to help provide investment advice to their everyday customers. The ideal candidate will hold a valid Hong Kong Securities & Investment Institute license, and will be responsible for providing financial guidance to clients over...

Investment Strategist - Investment Products and Advisory Investment Strategists under the Investment Strategy Section (ISS) are responsible for formulating asset allocation strategy, preparing periodical investment‑related publications to drive investment‑related activities for Private Banking, Personal Banking, and Corporate Banking customers. The...

Rewarding 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...

(Senior) Investment Solutions Specialist - Public Sector Governance 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 110 approved members...

A 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...

(Senior) Investment Solutions Specialist - Climate 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...

Active Investment Advisory Counselor (Director / Snr), Private Bank Multi-Asset Classes of Investment Advisory Expansion headcount for UHN Greater China Clients Superb Job Security & Worklife Balance Our Client Appointed by family run private bank with decades of expertise managing the assets of families, companies & HNW. With strong net inflows USD 8.0...

Job Description - VP, Specialist, FX Advisory, Private Banking E) VP, Specialist, FX Advisory, Private Banking - ( E ) Business Function DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who...