Current jobs related to Investment Guidance Expert - Hong Kong, Central and Western District - Independent Resourcing Consultancy Ltd

  • Solutions Associate

    2 months ago

    Hong Kong, Central and Western District, Hong Kong SAR China 471 FIL Investment Management (Singapore) Limited Full time

    About the OpportunityJob Type: PermanentDepartment: Client PropositionsReports to: Head of Client SolutionsFidelity is a leading investment management company with a global presence. We are seeking a highly skilled Solutions Associate to join our Client Propositions team in Singapore.About the Solutions & ServicesSolutions & Services is part of Fidelity's...

  • Wealth Investment Product Expert

    2 months ago

    Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    About HSBCHSBC is a leading global banking and financial services organization with a presence in over 80 countries. Our mission is to provide a wide range of financial services to individuals, businesses, and institutions, helping them to achieve their financial goals.About the RoleWe are seeking a highly skilled and experienced Wealth Investment Product...

  • Corporate Finance Expert

    2 months ago

    Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    Job SummaryCiti's Commercial Banking division is seeking a highly skilled Corporate Finance professional to join our team. As a key member of our team, you will be responsible for providing expert advice and guidance to clients on corporate finance matters, including capital markets, mergers and acquisitions, and strategic financing.Key...

  • Investment Product Specialist

    1 month ago

    Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    Unlock Your Potential with Hang Seng Bank LimitedAre you a high-calibre professional looking to take your career to the next level? Do you have a passion for delivering exceptional customer service and a strong understanding of investment products?We are seeking a talented Investment Product Specialist to join our Private Banking team at Hang Seng Bank...

  • Senior Investment Counselor, Wealth Management Expert

    4 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full time

    About BNP Paribas Wealth ManagementAs a leading European Union bank and one of the world's largest financial institutions, BNP Paribas offers a wide range of financial services for corporate, institutional, and private investors. Our wealth management division provides expert advice and tailored solutions to help clients achieve their financial goals.Job...

  • Compliance Manager

    4 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Larson Maddox Full time

    About Larson MaddoxLarson Maddox is seeking a seasoned Compliance Manager to lead the development and implementation of effective compliance frameworks for our Investment and Insurance operations.Key ResponsibilitiesCompliance Framework DevelopmentDesign, implement, and maintain comprehensive compliance policies, procedures, and controls.Regulatory Guidance...

  • Academy International Manager

    1 week ago

    Hong Kong, Central and Western District, Hong Kong SAR China Point72 Full time

    A Career in Investment Development with Point72Point72's Investment Professional Development team is dedicated to the growth and development of its investment analysts. The team focuses on developing investment professional skills, with the goal of driving superior alpha generation and enhancing team investment processes.Role SummaryThe Point72 Investment...

  • Wealth Investment Product Specialist

    2 months ago

    Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    About the RoleWe are seeking a highly skilled and experienced Wealth Investment Product Expert to join our team at HSBC. As a key member of our Wealth and Personal Banking division, you will play a critical role in providing expert advice and guidance to our customers on investment products and solutions.Key ResponsibilitiesTechnical Coaching and...

  • Mortgage Expert

    1 month ago

    Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    Unlock Your Potential as a Mortgage SpecialistAt HSBC, we're committed to helping our customers achieve their financial goals. As a Mortgage Specialist, you'll play a critical role in delivering exceptional customer experiences and driving business growth.Key ResponsibilitiesDevelop and execute strategies to drive geographic market growth and share...

  • Investment Expert, FIPM

    2 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Wellington Management Company, LLP Full time

    About UsWellington Management Company, LLP, is a leading private partnership in the global investment management industry. We offer comprehensive investment solutions that span nearly all segments of the global capital markets.The RoleThe Investment Product and Fund Strategies (IPFS) group at Wellington Management is a product center of excellence with a...

  • Subject Matter Expert

    2 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China Snaphunt Full time

    The OpportunityWe are seeking a highly skilled Subject Matter Expert to join our team of educators. As a STEM Tutor, you will be responsible for providing expert guidance and support to students in Chemistry, Physics, Math, and Environmental Science.The RoleDeliver high-quality instruction and support to students in various STEM subjectsDevelop and implement...

  • Treasures Private Client Investment Counsellor

    3 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full time

    Business FunctionDBS Private Banking offers a comprehensive suite of wealth management solutions tailored to meet the unique needs of high net worth individuals. Our team of experienced investment advisors provides expert guidance on investment strategies, hedging, and trading to help clients achieve their financial goals.ResponsibilitiesDevelop and...

  • Treasures Private Client Investment Counsellor

    4 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full time

    Business FunctionDBS Private Banking offers a comprehensive suite of wealth management solutions tailored to the unique needs of high net worth individuals. Our team of experienced investment advisors provides expert guidance on investment strategies, hedging, and trading to help clients achieve their financial goals.ResponsibilitiesDevelop and implement...

  • Academy International Manager

    2 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China Point72 Full time

    A Career in Investment Professional DevelopmentPoint72's Investment Professional Development (IPD) team is dedicated to the growth and development of our investment analysts. The team focuses on developing the investment professional skills with the goal of driving superior alpha generation and enhancing team investment processes by analyzing, consolidating,...

  • Investment Compliance Manager

    1 month ago

    Hong Kong, Central and Western District, Hong Kong SAR China Larson Maddox Full time

    Job Title: Investment & Insurance Compliance Manager - Corporate BankLarson Maddox is seeking a highly skilled Investment & Insurance Compliance Manager to join our Corporate Bank team. As a key member of our compliance function, you will be responsible for developing, implementing, and maintaining comprehensive compliance policies, procedures, and controls...

  • Investment Compliance Specialist

    3 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China Larson Maddox Full time

    Job Title: Investment & Insurance Compliance Manager - Corporate BankLarson Maddox is seeking a highly skilled Investment & Insurance Compliance Manager to join our Corporate Bank team. As a key member of our compliance team, you will be responsible for developing and implementing comprehensive compliance policies, procedures, and controls for our investment...

  • Risk Management Specialist

    1 month ago

    Hong Kong, Central and Western District, Hong Kong SAR China SAFE Investment Full time

    Job Title: Risk AssociateWe are seeking a highly skilled Risk Associate to join our team at SAFE Investment. As a Risk Associate, you will play a critical role in monitoring, measuring, and managing all aspects of risk in our day-to-day activities.Responsibilities:Monitor and manage all aspects of risk in day-to-day activities, providing expert advice to the...

  • Risk Management Specialist

    3 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China SAFE Investment Full time

    Job Title: Risk AssociateAt SAFE Investment, we are seeking a highly skilled Risk Associate to join our team. As a Risk Associate, you will play a critical role in monitoring, measuring, and managing all aspects of risk in our day-to-day activities.Key Responsibilities:Provide expert advice to our investment team to ensure adherence to our investment mandate...

  • Freelance Book Coach

    2 months ago

    Hong Kong, Central and Western District, Hong Kong SAR China Reedsy Full time

    We are seeking experienced book coaches to join our community of top talent in the publishing industry. Reedsy's vetted group of freelancers have worked with renowned authors and publishers.**Requirements**Our selection requirements are:At least 3 years of book coaching experience. Experience working with traditional publishers. Demonstrated experience on at...

  • Freelance Book Coach: Expert Guidance for Authors

    2 months ago

    Hong Kong, Central and Western District, Hong Kong SAR China Reedsy Full time

    We are seeking experienced book coaches to join our community of top talent in the publishing industry. Reedsy's network of freelancers has worked with renowned authors and publishers, delivering high-quality results.RequirementsOur selection criteria are: At least 3 years of experience in book coaching. Proven track record of working with traditional...

Investment Guidance Expert

2 months ago

Hong Kong, Central and Western District, Hong Kong SAR China Independent Resourcing Consultancy Ltd Full time

Job Summary:

We are seeking an experienced and certified Financial Planning Specialist to join our team at Independent Resourcing Consultancy Ltd. As a key member of our wealth management team, you will be responsible for providing expert financial guidance to clients, helping them achieve their financial goals and secure their financial futures.

Key Responsibilities:

  • Cultivate and maintain strong client relationships while providing expert financial advice and direction.
  • Conduct thorough financial evaluations of clients' current financial status and future objectives.
  • Develop tailored financial plans for clients, encompassing investment, retirement, and tax planning strategies.
  • Monitor clients' financial progress and make adjustments to plans when necessary.
  • Stay updated on industry trends and regulations to ensure compliance and deliver optimal service to clients.

Requirements:

  • Possess a minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
  • Hold prestigious certifications like CFP, CFA, or other relevant qualifications.
  • Bring along a transferable client base and Assets Under Management (AUM).
  • Demonstrate exceptional communication skills and adept interpersonal abilities.
  • Showcase strong analytical and problem-solving capabilities.
  • Exhibit the ability to work independently as well as within a team.

What We Offer:

A competitive compensation package and a supportive work environment that fosters professional growth and development.