Strategic Investment Specialist

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China Trinity Search Limited Full time
About the Role

Trinity Search Limited is seeking a skilled Strategic Investment Specialist to join our team.

This is an excellent opportunity for a seasoned investment professional to leverage their expertise and make a significant impact in the financial industry.

About the Company

We are a leading search firm dedicated to delivering exceptional talent solutions to top organizations worldwide.

Job Description
  • Collaborate with Relationship Managers to deliver high-quality investment planning services, tailoring solutions to meet clients' evolving needs.
  • Develop a deep understanding of clients' requirements and match them with relevant products and services, ensuring seamless service delivery.
  • Support Relationship Managers in conducting thorough portfolio reviews, explaining investment strategies, and updating clients on market developments.
  • Contribute to the launch of new products, participate in roadshows, and facilitate customer activities, fostering strong relationships and driving business growth.
Requirements
  • Bachelor's Degree in Business, Finance, or a related field.
  • A minimum of 8 years of experience in investment consulting and management within financial institutions or banking, with a proven track record of success.
  • Excellent verbal and written communication skills in English and Mandarin, with the ability to handle client inquiries effectively.
  • A strong grasp of financial markets and regulations, coupled with a mature, proactive approach to problem-solving.
  • Exceptional interpersonal and communication skills, with a focus on delivering outstanding client service.
Benefits

We offer a highly competitive salary, commensurate with experience, which ranges from $120,000 to $180,000 per annum, depending on qualifications and performance.

The estimated annual salary range is based on national averages, industry standards, and Trinity Search Limited's commitment to offering attractive compensation packages.



  • Hong Kong, Central and Western District, Hong Kong SAR China Gough Recruitment Full time

    About this roleWe are seeking a highly skilled Strategic Investment Specialist to join our team at Gough Recruitment.Key ResponsibilitiesDeal Evaluation and Financial Modelling: Conduct in-depth research on industries and markets, build financial models to support deal evaluation.Investment Presentations and Reporting: Prepare investment presentations,...


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

    Company OverviewSAFE Investment is a reputable financial institution dedicated to providing innovative investment solutions. Our mission is to help clients achieve their long-term financial goals through expertly crafted investment strategies.


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

    About SAFE InvestmentWe are a leading systematic investing firm, seeking talented individuals to join our team. Our mission is to apply cutting-edge Natural Language Processing (NLP) techniques to real-world financial data, driving innovation and excellence in portfolio management.Job SummaryThis role is responsible for managing data governance, inventory,...


  • Hong Kong, Central and Western District, Hong Kong SAR China Projob21 Ltd. Full time

    About the RoleWe are seeking a highly skilled Strategic Portfolio Investment Manager to join our team at Projob21 Ltd.Key ResponsibilitiesCreate compelling marketing materials, prepare investment presentations, and portfolio strategic updates in accordance with the investment risk appetite.Coordinate the promotion of discretionary portfolio management...


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

    At SAFE Investment, we are seeking a talented individual to join our 2-year Investment Trainee Program. This comprehensive program is designed to equip candidates with the skills and knowledge necessary for further advancement in investment teams.The program offers various research projects, including corporate action analysis, company fundamental research,...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank of Singapore Full time

    Main Duties:Support Relationship Managers in delivering premium investment advisory services to high net worth clients, formulating tailored investment strategies that align with clients' target asset allocation and risk profiles.Communicate the bank's market view to marketing teams and collaborate with product specialists for support or training...


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

    About SAFE InvestmentSAFE Investment is a leading player in the financial services industry, offering innovative solutions for investment and asset management.Job Title: Settlement Operations SpecialistSalary: $60,000 - $80,000 per annumWe are seeking an experienced Settlement Operations Specialist to join our team. As a key member of our settlement...


  • Hong Kong, Central and Western District, Hong Kong SAR China Talent Pro Recruitment Company Limited Full time

    About the RoleWe are seeking a highly skilled Strategic Financial Relationship Specialist to join our team at Talent Pro Recruitment Company Limited. In this role, you will play a critical part in building and maintaining strong relationships with assigned Chinese background customer portfolio.Key ResponsibilitiesPromote wealth management products such as...


  • Hong Kong, Central and Western District, Hong Kong SAR China Asian Infrastructure Investment Bank Full time

    Enhance Audit Services and Quality at the Asian Infrastructure Investment BankWe are seeking a highly skilled Audit Transformation Specialist to join our team at the Asian Infrastructure Investment Bank (AIIB). As a Senior Internal Audit Officer, you will play a pivotal role in enhancing the quality and impact of our audit services by ensuring that our...


  • Hong Kong, Central and Western District, Hong Kong SAR China Asian Infrastructure Investment Bank Full time

    Job OverviewWe are seeking a highly skilled Senior Infrastructure Specialist to join our team at the Asian Infrastructure Investment Bank (AIIB). This role will involve providing technical expertise and advisory support for the development of sustainable infrastructure projects in Asia and beyond.About UsThe Asian Infrastructure Investment Bank is a...


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

    We are seeking a highly motivated Senior Settlement Specialist to join our team at SAFE Investment.About the RoleThis is an exciting opportunity for a skilled professional to take on a challenging role in our settlement team. As a Senior Settlement Specialist, you will be responsible for ensuring the smooth and efficient settlement of global equities, fixed...


  • Hong Kong, Central and Western District, Hong Kong SAR China Global Sage Hong Kong Full time

    **About Us** At Global Sage Hong Kong, we are a leading investment firm that prides itself on delivering exceptional results through innovative deal-making. **Job Title:** Strategic Investment Director **Estimated Salary:** 850,000 HKD per annum **Company Overview:** We are seeking an experienced Strategic Investment Director to join our team in Hong...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    OverviewThe Bank of China (Hong Kong) Limited is seeking a highly skilled Strategic Asset Allocation Specialist to join our team. This role plays a critical part in driving the development and implementation of asset allocation strategies for multi-asset portfolios, contributing to the bank's investment committee, and preparing quarterly reports.


  • Hong Kong, Central and Western District, Hong Kong SAR China Avenir Investment Management Limited Full time

    About UsAvenir Investment Management Limited is a dynamic company committed to excellence in the Financial Industry.We prioritize a culture of continuous learning and development, fostering the professional growth of our employees. Led by a founder known for entrepreneurial spirit and resilience, our group includes Asset Management, Crypto Exchange, and Web3...


  • Hong Kong, Central and Western District, Hong Kong SAR China One Arrow Consulting Full time

    About One Arrow Consulting">We are a consulting firm specializing in strategic investment management.">Job Overview">We are seeking an experienced Strategic Investment Advisor to join our team. As a key member of our investment management team, you will be responsible for developing and implementing investment strategies for a portfolio of investments.">Key...


  • Hong Kong, Central and Western District, Hong Kong SAR China Frontier Financial Group Full time

    Job DescriptionWe are seeking an exceptional Strategic Wealth Partnership Specialist to join our team at Frontier Financial Group.About the RoleThis is a unique opportunity to leverage your expertise in wealth management and client relationships to drive business growth and success. As a Strategic Wealth Partnership Specialist, you will be responsible for...


  • Hong Kong, Central and Western District, Hong Kong SAR China Trinity Search Limited Full time

    At Trinity Search Limited, we are seeking a highly skilled Strategic Investment Consultant to join our team. As an Investment Counselor, you will play a key role in delivering professional investment planning services to our esteemed clients.Key Responsibilities:Collaborate with Relationship Managers to develop tailored investment strategiesConduct thorough...


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

    About Hang Seng Bank LimitedEstablished in 1932, Hang Seng Bank Limited is one of Hong Kong's largest banking institutions. Our mission is to help people and businesses reach their full potential.About the RoleWe are seeking a high-caliber Chief Investment Officer to lead our investment management team. The successful candidate will have a proven track...


  • Hong Kong, Central and Western District, Hong Kong SAR China Omni Group Asia Ltd. Full time

    Omni Group Asia Ltd. is a dynamic and forward-thinking company seeking an experienced Strategic Investment Operations Lead to spearhead our investment operations function.Salary: $120,000 - $180,000 per annumAbout the RoleWe are looking for a highly skilled professional to lead our investment operations team and drive operational excellence. The successful...


  • Hong Kong, Central and Western District, Hong Kong SAR China Selby Jennings Full time

    Job OverviewWe are seeking a highly skilled Strategic Investment Manager to join our team in Hong Kong. As a key member of our investment team, you will be responsible for developing and managing a portfolio of opportunistic investment strategies in equities.About the RoleThe successful candidate will have a strong background in equity trading and a proven...