Financial Advisor 理财规划师

About UsUnicorn Advisor (HK) Limited is a reputable firm in the financial industry.

Consolidation Reporting Officer Location: Hong Kong Responsibilities:Assist in reviewing the existing manual consolidated statement templates of each business entity, form the functional currency and RMB statements for each individual business entity and level-by-level consolidation at the initial period of business operation, and compile the consolidation...

About CITIC CLSAAs a leading financial institution, CITIC CLSA is dedicated to providing innovative solutions for our clients. We are seeking an experienced Financial Advisor to join our team and strengthen our wealth planning business.Job DescriptionWe are looking for a skilled Financial Advisor to manage the end-to-end product cycle and relationship...

Company Overview Unicorn Advisor (HK) Limited is a reputable investment advisory firm committed to providing exceptional financial services. Job Description We are seeking a highly skilled Investment Advisor to join our team and contribute to the success of our clients' financial portfolios. The ideal candidate will possess excellent communication...

Job OverviewCiti is a leading global bank dedicated to serving the world's most important corporations, governments, financial institutions and individuals. We are seeking a highly experienced Financial Services Strategic Advisor to join our team.About This RoleThis role is responsible for providing strategic advisory services to clients in the financial...

ResponsibilitiesIdentify and implement various asset class into product shelf (Structure product, investment fund, alternative investment, wealth planning) Understand Client's asset status, risk tolerance, investment orientation and expected return rate to provide customers with comprehensive, holistic recommendations Continue to provide professional and...

About Our TeamWe value diversity and innovative thinking at Balfour Capital Group. Our team of over 180 advisors works collaboratively to deliver exceptional financial solutions to our clients.Job ResponsibilitiesWe are seeking experienced sales professionals to join our team as Investment Advisors. Key responsibilities include prospecting and acquiring...

OverviewUnicorn Advisor (HK)...

Job Description:\The ideal candidate will have a minimum of 5 years of experience in financial industry sales support roles. They should have a strong understanding of the operations and product systems of public fund companies, as well as knowledge of the financial industry.\\Key Responsibilities:\\Assist in sales support activities for financial...

Join Balfour Capital Group as an Investment Advisor About Balfour Capital Group Balfour Capital Group is a boutique Investment Banking Firm and Hedge Fund managing over $400 million in global trading operations. We specialize in Commodities, Currencies, ETFs, Bonds, Precious Metals, and more, tapping into major markets from the US and Australia to Germany,...

Company OverviewErnest Maude is a leading provider of financial services, offering expert advice on mortgages, investments, insurance, and wills to ensure clients' financial security and peace of mind.Role DescriptionThis is a full-time hybrid role for a Senior Consultant at Ernest Maude. The Senior Consultant will provide expert advice on financial...

Job DescriptionCornerstone Global Partners Hong Kong (CGP HK) is seeking a skilled Investment Banking Specialist to join their Corporate Finance team. As a key member of this team, you will play a vital role in supporting the development and execution of corporate finance strategies.About the OpportunityIn this role, you will have the chance to work on a...

About the RoleThe Financial Operations Specialist will provide administrative support to Institutional Wealth Advisors, focusing on maintaining business relationships with high-net-worth individual clients.

Financial Advisor Position OverviewIn this key role at AIA in Hong Kong, you will deliver personalized investment solutions to help clients achieve their long-term financial goals. You will be responsible for creating detailed financial plans and ensuring their accuracy.Key Accountabilities:Delivering customized investment solutionsPreparing high-quality...

**About Unicorn Advisor (HK) Limited**We are a leading financial services company dedicated to providing expert advice and solutions to our clients.**Job Description:**As a Strategic Equity Business Development Manager, you will play a critical role in driving the growth of our equity sales business. Your primary responsibility will be to maintain...

Key ResponsibilitiesAs a specialist in Fixed Income sales, you will provide regular market updates and trade ideas to help the team achieve financial targets with key business partners. Additionally, you will assist in Fixed Income product distribution, including pitching primary and secondary deals, trade execution, and settlements.

Mitsubishi UFJ Financial Group (MUFG) is a leading global financial institution with a rich history and a strong commitment to innovation, collaboration, and community development. We operate in over 40 countries and territories, serving millions of customers worldwide.As Senior Legal Advisor - APAC, you will play a critical role in providing expert legal...

Job DescriptionWe are seeking a seasoned Equity Sales Specialist to join our team at Unicorn Advisor (HK) Limited. As an Equity Sales Specialist, you will play a vital role in driving business growth by developing new clients and expanding our market presence.Key ResponsibilitiesClient Acquisition: Develop strong relationships with corporate clients, PEVC...

About Mitsubishi UFJ Financial Group (MUFG):MUFG is a global financial services company with operations in over 40 countries. Our mission is to be the world's most trusted financial group, fostering shared and sustainable growth for a better world.Our Vision:We aim to be a leader in the financial industry, recognized for our innovative solutions, exceptional...

**About the Role**In this key position, you will identify areas for automation, develop programs to utilize large sets of data, and obtain required financial and regulatory reports for internal and external purposes.You will work closely with the Finance Head and other senior stakeholders (CFO, BU leads) as an advisor and escalation point from a technology...