Strategic Investment Advisor
2 weeks ago
At HSBC, we're committed to providing exceptional investment services to our clients. As a Trading Advisor, you'll play a key role in delivering high-quality advisory services to our clients, helping them make informed investment decisions and providing best execution dealing services.
Key Responsibilities
- Act as the Relationship Manager of HCBS clients to provide quality investment advisory services
- Assist customers in making informed investment decisions and provide best execution dealing services
- Cover existing clients and develop new client networks through referrals from the HSBC Group and other sources
- Provide customers with effective and efficient services in the trading of financial products provided by the Company
- Monitor the financial positions of customers' accounts regarding credit risk and 'Know Your Client' requirements
- Understand customers' investment returns and risk tolerances level, recommend investment opportunities and implement clients' investment strategies accordingly
- Answer clients' inquiries about our services, product details and account opening procedures
- Develop and enhance client relationships through visits and proactive follow up on issues raised by clients
- Stay abreast of market trends and news and provide market information to clients
Requirements
- University degree in business, finance, or related discipline
- Type 1, 2, 3 License of SFC
- A team player with ability to work independently with minimal supervision
- Strong customer mind-set and commitment to service excellence
- Excellent communication and interpersonal skills to engage high level stakeholders
About 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 an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited.
-
Strategic Talent Advisor
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Full timeUnlock Your Potential as a Strategic Talent AdvisorJoin Goldman Sachs as a Strategic Talent Advisor and drive business growth through effective talent management. As a key member of the Human Capital Management (HCM) division, you will partner with global talent advisors to facilitate and drive key people development processes.Key Responsibilities:Provide...
-
Strategic Investment Advisor
1 day ago
Hong Kong, Central and Western District, Hong Kong SAR China Gough Recruitment Full timeMain Responsibilities:Deliver actionable market insights to family offices and high net worth individuals on global multi-asset investments.Ensure seamless alignment with internal guidelines and regulatory policies.Contribute to brand development through strategic initiatives, including events and webinars.Analyze market trends to identify investment...
-
Strategic Portfolio Manager
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full timeInvestment Strategy Leader RoleWe are seeking a highly skilled Investment Strategy Leader to join our team at Unicorn Advisor (HK) Limited. As an Investment Strategist, you will be responsible for developing and implementing investment strategies across various asset classes, including securities, funds, and structured products.Key responsibilities...
-
Strategic Investment Data Analyst
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China SAFE Investment Full timeAt SAFE Investment, we're looking for a talented Strategic Investment Data Analyst to join our systematic investing team. As a key member of our team, you'll have the opportunity to apply your analytical skills and experience with Natural Language Processing (NLP) to real-world financial data.This is a fantastic opportunity for a candidate who wants to...
-
Strategic Director for Sector Transitions
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full timeJob OverviewAs a key member of the Unicorn Advisor (HK) Limited team, the Strategic Director for Sector Transitions will play a pivotal role in driving the company's growth and success.Key ResponsibilitiesLead the origination and execution of sector transitions, leveraging expertise in marketing and financial analysis to drive business growth.Provide...
-
Chief Investment Strategist
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full timeAsset Allocation, Chief StrategistWe are seeking a highly experienced and skilled Asset Allocation, Chief Strategist to join our team at Unicorn Advisor (HK) Limited in Hong Kong.Key Responsibilities:Lead a team in global macro, strategy, and asset allocation researchDevelop and implement investment strategies to achieve optimal returnsCollaborate with...
-
Strategic Advisor
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Brunswick Group Full timeOpportunity OverviewBrunswick Group is seeking a highly skilled and experienced professional to join our team as a Strategic Advisor. As a key member of our global partnership, you will play a critical role in advising clients on how to navigate complex business issues and engage with their stakeholders.Key ResponsibilitiesDrive client engagement and...
-
Strategic Business Advisor
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Renoir Full timeJob OverviewWe are seeking a highly skilled Strategic Business Advisor to join our team at Renoir. As a key member of our consulting team, you will work closely with clients to identify and implement strategic solutions that drive business growth and improvement.Key Responsibilities:Provide strategic guidance to clients on business operations and...
-
Senior Investment Advisor
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeInvestment Advisory Role at Hang Seng BankHang Seng Bank is seeking a high-caliber Senior Investment Advisor to join our Investments and Wealth Solutions team. As a key member of our team, you will be responsible for providing expert investment advice to our high-net-worth clients.Key Responsibilities:Participate in client meetings to share market insights...
-
Chief Investment Strategist
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full timeAsset Allocation, Chief StrategistUnicorn Advisor (HK) Limited is seeking a highly experienced and skilled Asset Allocation, Chief Strategist to lead our team in Hong Kong. The successful candidate will be responsible for conducting global macro, strategy, and asset allocation research to drive investment decisions.We are looking for an individual with over...
-
PWM Investment Advisor
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full timeJob DescriptionFutu Securities International (Hong Kong) Limited is seeking a skilled PWM Investment Advisor to join our team.ResponsibilitiesDevelop a deep understanding of the financial business and communicate effectively with stakeholders to identify business needs and opportunities.Organize and analyze market data to inform investment decisions and...
-
Senior Investment Advisor
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeInvestment Advisory Role at Hang Seng BankHang Seng Bank is seeking a high-caliber individual to join our Investments and Wealth Solutions team as a Senior Investment Advisor. This role involves participating in client meetings, conducting market research, and providing advisory services to Wealth and Personal Banking clients.Key ResponsibilitiesCollaborate...
-
PWM Investment Advisor
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full timeJob DescriptionFutu Securities International (Hong Kong) Limited is seeking a skilled PWM Investment Advisor to join our team.Key ResponsibilitiesFamiliarize with financial business operations, communicate business needs, and organize relevant materials.Develop a deep understanding of company/institutional business, communicate business needs, and organize...
-
Senior Investment Advisor
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeA Career with Hang Seng Bank Hang Seng is committed to delivering exceptional service to our customers. Our team is made up of talented professionals who are dedicated to providing best-in-class products and services. To achieve this, we seek to attract high-calibre talent by offering a dynamic working environment, good career development...
-
Strategic Advisor, Deal Advisory
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China KPMG China Full timeJob DescriptionKPMG China is seeking a highly skilled professional to join our team as a Strategic Advisor, Deal Advisory. As a key member of our team, you will be responsible for delivering high-quality client engagements and work streams related to KPMG's services. You will apply your knowledge and experience to meet client expectations under the direction...
-
Strategic Talent Advisor
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Full timeAbout the RoleWe are seeking a highly skilled Business Partner to join our Human Capital Management (HCM) division at Goldman Sachs. As a key member of our team, you will play a critical role in driving business outcomes and delivering exceptional results.Key ResponsibilitiesPartner with global talent advisors to facilitate and drive key people development...
-
Strategic Advisor, Deal Advisory
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China KPMG China Full timeJob DescriptionKPMG China is seeking a highly skilled professional to join our team as a Strategic Advisor, Deal Advisory. As a key member of our team, you will play a critical role in supporting our clients in defining their ambition and developing innovative strategies that embed the agility, customer-centricity, and operational excellence needed to thrive...
-
Executive Director, Investment Banking
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full timeJob SummaryWe are seeking a highly experienced and skilled Executive Director to join our Investment Banking team at Unicorn Advisor (HK) Limited. The successful candidate will be responsible for leading and managing the transaction process, providing advice on transactions, and developing and maintaining relations with external business parties.Key...
-
Strategic Advisor, Deal Advisory
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China KPMG China Full timeJob DescriptionKPMG China is seeking a highly skilled professional to join our team as a Strategic Advisor, Deal Advisory. As a key member of our team, you will play a critical role in helping our clients achieve their growth ambitions through innovative strategies and solutions.Key ResponsibilitiesDevelop and implement growth strategies that drive business...
-
Strategic Investment Manager
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Prudential plc Full timeJob SummaryPrudential plc is seeking a highly skilled professional to join our team as a Strategic Investment Manager. As a key member of our investment team, you will be responsible for providing support to the Senior Manager, Strategic Investments, and contributing to the development and implementation of new hedging strategies for Insurance Funds.Key...