Investment Consultant/ Treasury Specialist 55-62K
4 days ago
Investment Consultant/ Treasury Specialist 55-62K (Retail Banking) Our client is a top leading bank, and they are seeking the right candidates for the position of Investment Specialist/ Treasury Specialist from all levels to join their banking teams. Responsibilities Build and maintain strong relationships with clients to understand their financial goals and investment strategies. Provide personalized investment advice, considering clients' risk tolerance and investment objectives. Conduct in-depth analysis of financial markets, economic trends, and investment products. Stay informed about global market developments to provide timely insights and recommendations to clients. Meet sales targets by effectively promoting investment products and services. Identify opportunities for cross-selling additional banking and wealth management services. Conduct informational sessions and workshops to educate RM on investment strategies and market trends. Collaborate with internal teams to enhance service offerings and improve client satisfaction. Requirements Bachelor’s degree in finance, economics, business, or a related field; relevant professional certifications (e.g., CFA, CFP) are preferred. Previous experience in investment advisory, wealth management, or retail banking is typically required. Strong analytical and quantitative skills, excellent communication and interpersonal abilities, and a strong client service orientation. In-depth understanding of investment products, financial markets, and regulatory frameworks relevant to investment services. Interested parties, please click on below button “Apply Now”. For a confidential discussion, please contact Andy Hoat . #J-18808-Ljbffr
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Kowloon, Hong Kong SAR China WallStone Partners & Company Limited Full timeA leading financial services provider in Hong Kong is seeking an Investment Consultant/Treasury Specialist to join their banking team. This role involves building client relationships, providing tailored investment advice, and conducting market analysis. The ideal candidate will have a Bachelor's degree in finance or related fields and experience in...
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Treasury Manager: Cash Flow, Investments
2 days ago
Kowloon, Hong Kong SAR China Watten Investments Limited Full timeA leading property development firm in Hong Kong is seeking a Treasury Manager to oversee daily treasury operations including cash flow management and budgeting. The role involves managing an investment portfolio, particularly in liquid assets and IPOs. Candidates must have a degree in Business Administration, Accounting, or Finance, along with a minimum of...
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Senior Tax
4 days ago
Kowloon, Hong Kong SAR China Tiya Holdings Limited Full timeSenior Tax & Treasury Specialist (Global Taxation) About the Role Vocalbeats is looking for a Tax & Treasury Specialist to manage global tax compliance and treasury operations across the U.S., Europe, and Southeast Asia. The role covers tax filings, transfer pricing, and liquidity management, supporting the group’s international growth with sound financial...
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FX & Treasury Product Development Specialist
4 days ago
Kowloon, Hong Kong SAR China China Construction Bank (Asia) Corporation Limited Full timeA commercial bank in Hong Kong is seeking a Product Development Professional to develop business plans, manage the life cycle of FX and Treasury products, and ensure compliance with regulations. The ideal candidate will have a university degree and at least 3 years of relevant experience. Strong knowledge of investment products, project management skills,...
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Treasury Specialist
1 week ago
kowloon, Hong Kong SAR China Standard Chartered Full timeTo provide supports to RMs on Treasury Products (include FX, Structured Products and Fixed Income) with accuracy and efficiency To provide supports to RMs on Treasury Products (include FX, Structured Products and Fixed Income) with accuracy and efficiency To collaborate with branch sales staff to broaden active client base and deepen banking relationship...
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Global Tax
4 days ago
Kowloon, Hong Kong SAR China Tiya Holdings Limited Full timeA global financial services firm is seeking a Senior Tax & Treasury Specialist in Hong Kong. The successful candidate will manage global tax compliance and treasury operations, ensuring accuracy in tax filings and optimizing organizational structures for tax efficiency. The role requires strong analytical skills, relevant experience in a multinational...
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Principal Investment Consultant
4 days ago
Kowloon, Hong Kong SAR China CFA Institute Full timePrincipal Investment Consultant Application Deadline: 31 December 2025 Department: Product Employment Type: Permanent - Full Time Location: Hong Kong (SAR) Description About Mox Mox is built by and for the ones who aspire to live life to the fullest - we call them Generation Mox! The name Mox reflects the endless opportunities we can create, - Mobile...
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Senior Treasury Settlement Specialist
2 days ago
Kowloon, Hong Kong SAR China Bank of China (Hong Kong) Limited Full timeA leading financial institution is looking for a Treasury Settlement Officer in Hong Kong. The role involves performing daily operations for treasury settlements including FX and derivatives transactions. Candidates should hold a degree in Finance or Business and have at least 3 years of relevant experience. Knowledge of international payment systems like...
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Assistant Manager
2 days ago
Kowloon, Hong Kong SAR China Watten Investments Limited Full timeWe are a family office relating to a leading Hong Kong listed property developer with core businesses in property development and investment. The Group’s business interests comprise a diversified portfolio of residential, office, industrial, retail and hospitality properties across Hong Kong, Mainland China, Singapore and Australia, and has developed over...
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Treasury Operations Specialist – Settlements
4 days ago
Kowloon, Hong Kong SAR China Sumitomo Mitsui Banking Corporation Full timeA major international bank in Hong Kong is seeking a Contract Officer for its Operations Department. The role involves processing treasury transactions, ensuring regulatory compliance, and handling administrative duties. Candidates should have at least 4 years of experience in treasury marketing settlement, knowledge of relevant systems, and a good command...