Senior Investment Advisor

3 days ago


Hong Kong Island, Hong Kong SAR China Bank of Singapore Full time

Investment Advisors are investment specialists within a marketing team. The primary role of the IA is to formulate investment strategies and work with Relationship Managers in managing client portfolios. Main Duties They shall support RMs primarily as follows : Meet and provide premium investment advisory to HNW clients and formulate investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile. Relay the house view in their respective marketing teams and can call on product specialists for specific support or general training needs. Work with Relationship Managers on investment ideas, articulate investment concepts, create investment proposals and conduct portfolio reviews. Provide Advisory Portfolio Management Services Collaborate with Investment Solutions Group to generate products solutions and : Keep abreast of products in the market Propose new product ideas Develop, monitor and follow up on new trading ideas related to cash equities, bonds, FX as well as structured products and AIMS products. Working Experience and Requirement Hold Type 1 and Type 4 licenses (SFC) At least 6-8 years in financial industry in an investment advisory position Strong inter-personal and communications skills Strong analytical and strategic thinking skills Team player Preferable for candidates with HKIB Enhanced Competency Framework (ECF) professional qualification Education Requirements Well recognized university degree, preferably with a CFA or other relevant post graduate qualifications #J-18808-Ljbffr


  • Financial Advisor HK

    23 hours ago


    hong kong, Hong Kong SAR China International Financial Advisor Jobs Full time

    Overview 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...


  • Hong Kong Island, Hong Kong SAR China Bank of Singapore, Asia's Global Private Bank Full time

    Join 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...


  • Hong Kong Island, Hong Kong SAR China Leadingnation Full time

    A leading financial institution in Hong Kong is seeking an experienced Senior Investment Advisor to join their Investments and Wealth Solutions team. The role requires conducting in-depth market research, preparing market updates, and engaging with High-Net-Worth clients to share insights. Candidates should have 5-10 years of investment advisory experience,...


  • Hong Kong Island, Hong Kong SAR China HSBC Full time

    A leading banking institution in Hong Kong is seeking a Senior Investment Advisor to conduct research and generate investment strategies. The ideal candidate will have a relevant university degree and 3-5 years of experience in advisory services. Responsibilities include preparing market commentaries and advising clients. Proficiency in English and Chinese,...


  • Hong Kong Island, Hong Kong SAR China Hang Seng Bank Ltd Full time

    A reputable banking institution in Hong Kong is seeking a Senior Investment Advisor to conduct global market research and provide expert advisory services. The successful candidate will have at least 3-5 years of experience in investment advisory, strong knowledge of market trends, and a commitment to customer excellence. This role requires proficiency in...


  • Hong Kong Island, Hong Kong SAR China Hang Seng Bank Ltd Full time

    Some careers have more impact than others. Investments 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 Retail Banking and Wealth (RB&W) customers, from high-net-worth to mass segments across channels. We distribute investment funds managed by...


  • Hong Kong Island, Hong Kong SAR China CMB Wing Lung Bank Limited Full time

    A 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...


  • Hong Kong Island, Hong Kong SAR China KGI Hong Kong Limited Full time

    A leading financial services firm in Hong Kong is seeking an experienced financial advisor to manage a portfolio of high-net-worth clients. The role requires providing tailored investment advice, conducting ongoing portfolio reviews, and ensuring compliance with regulatory guidelines. Candidates should hold a degree, preferably a CFA Charter, with at least 5...


  • Hong Kong Island, Hong Kong SAR China Leadingnation Full time

    Investments 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...


  • Hong Kong Island, Hong Kong SAR China Asian Infrastructure Investment Bank Full time

    Senior Investment Communications Specialist - Asian Infrastructure Investment Bank Senior Communications Officer (Investment Operations) 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...