Senior Investment Consultant, Wealth Sales

A leading financial institution in Hong Kong is seeking a Senior Investment Consultant for its Wealth Sales Distribution unit. This role involves conducting customer portfolio analysis, implementing promotion programs, and collaborating with Customer Relationship Managers to achieve sales targets. Applicants should have a university degree in Business...

A leading financial institution in Hong Kong is seeking a Senior Investment Consultant to join their Wealth Sales Distribution team. The role involves implementing promotional programs, collaborating with Customer Relationship Managers, and maintaining high standards of customer service. Candidates should have a university degree in Business Administration,...

A leading financial institution in Hong Kong is seeking an Executive Investment Consultant to join its Wealth Sales Distribution team. The role involves conducting portfolio analyses, leveraging wealth management solutions for high-net-worth customers, and collaborating with sales teams to meet targets. Ideal candidates should have a university degree in...

A leading global bank seeks a Senior Wealth Investment Sales Manager in Hong Kong. The role involves supporting sales, analyzing complex data, and developing wealth management strategies. Candidates should have a degree in economics, finance, or business and deep knowledge of financial products. Strong analytical skills, client management abilities, and a...

A leading financial services provider in Hong Kong is seeking a Senior Investment Consultant. The ideal candidate will implement promotional programs, achieve sales targets, and maintain high customer service standards. Requirements include a university degree in Business Administration, professional qualifications, and proven retail banking experience....

Some careers have more impact than others. If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued. Wealth and Personal Banking (WPB) Hong Kong helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking...

A leading banking corporation based in Hong Kong is seeking a Senior Wealth Investment Sales Manager. In this role, you'll work closely with the Head of Wealth Investment Sales to support sales initiatives, analyze complex data on investment performance, and engage with both internal and external stakeholders to enhance customer loyalty. Candidates should...

You’ll achieve more at HSBC. HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within and inclusive and diverse environment. Personal data held by the Bank relating to...

A leading financial institution in Hong Kong seeks a Prestige Private Investment Consultant to provide top-tier wealth management services. Candidates should have a university degree, relevant certifications, and at least a year of experience in retail banking. The role involves portfolio analysis, collaboration with relationship managers, and delivering...

Conduct financial needs analysis and risk tolerance assessment for potential and existing clients Prepare wealth management proposals tailored towards clients' needs Provide wealth management and investment advice to clients Advise clients on selection of MPF schemes and underlying investment choices Engage in networking and marketing activities to expand...