Financial Portfolio Advisor

Direct message the job poster from Acuma Hong Kong. This position is for our office in Hong Kong, you must be willing to relocate to Hong Kong for this role. Acuma HK is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients' lives and financial wellbeing. We are looking for Financial Advisors who want to join us...

About Our TeamWe value diversity and innovative thinking at Balfour Capital Group. Our team of over 180 advisors works collaboratively to deliver exceptional financial solutions to our clients.Job ResponsibilitiesWe are seeking experienced sales professionals to join our team as Investment Advisors. Key responsibilities include prospecting and acquiring...

Kinetic Academiks is a forward-thinking company dominating the multilingual space in Hong Kong. With a focus on serving all ethnicities professionally, we bring energy, innovation, and trend anticipation to our work. Our team is dedicated to turning dreams into reality. Role Description This is a full-time on-site role for a Financial Advisor located in...

Senior Financial Role – Wealth Investment ServicesJoin our team as a Senior Financial Advisor and take advantage of this exciting opportunity in wealth management.About the Job:Design and execute investment strategies tailored to clients' financial objectives and risk appetites.Establish and maintain robust relationships with clients through regular...

Company OverviewUnicorn Advisor (HK) Limited is a reputable asset management business that specializes in providing exceptional service to its clients. Our company values innovation, expertise, and customer satisfaction.Job DescriptionWe are seeking a highly skilled Service Portfolio Manager to join our team. The ideal candidate will have relevant experience...

About UsUnicorn Advisor (HK) Limited is a reputable firm in the financial industry.

We are seeking an executive financial advisor to join our team in Hong Kong. As a key member of our corporate finance division, you will be responsible for providing strategic financial guidance to our clients and driving business growth and success.About the RoleProvide strategic financial guidance to clients and drive business growth and success.What We...

Unlock new opportunities with HSBC and experience the possibilities of a career in Global Banking and Markets.We are an emerging markets-led, financing-focused business that provides investment and financial solutions. Our international network connects emerging and mature markets, covering key growth areas. We partner with our corporate, government and...

Job DescriptionAs a Strategic Portfolio Manager at Chubb Investment Management, you will be responsible for providing asset allocation advice and explaining house views to advisors and clients. You will present these views at internal and external client seminars and conferences.About the RoleThis is an exciting opportunity to join an entrepreneurial team in...

Are you a driven and ambitious professional with a passion for financial services? Do you thrive in fast-paced environments and enjoy working with people? If so, we'd love to hear from you!We're seeking a talented Financial Advisor to join our team at Acuma Hong Kong. As a key member of our team, you'll be responsible for supporting a portfolio of clients...

About the RoleThis is a challenging opportunity for an experienced professional to join our team as a Senior Trader/PM/EAM/RM/IR. The ideal candidate will have a strong background in financial markets, risk management, and portfolio analysis.We are seeking someone with high confidence in their abilities, impeccable knowledge of financial markets, and the...

We're seeking a highly motivated and experienced Financial Advisor to join our team at Acuma Hong Kong. As a key member of our team, you'll be responsible for managing a portfolio of clients and delivering tailored financial advice and guidance.You'll work closely with our clients to understand their financial needs and objectives, and provide expert advice...

About UsCrypto Connect is a dynamic and forward-thinking financial institution that prides itself on innovation and expertise. As we continue to navigate the ever-evolving landscape of global finance, we seek an exceptional individual to join our team as a Financial Portfolio Strategist.

Company OverviewSompo International is a leading global provider of insurance and reinsurance. Our success is derived directly from those who matter most: our people. We strive to create exceptional value for our clients and shareholders and maintain Sompo International as a desirable place to work.Job DescriptionWe are seeking an experienced professional to...

Wealth Management Manager/TraineeAn exceptional opportunity for talented professionals to launch their career as a Wealth Management Manager/Trainee and contribute to our company's vision.You will work closely with high-net-worth individuals (HNWIs) to craft personalized financial portfolios that cater to their specific needs and goals.As part of our team,...

Wealth Management Manager/TraineeA career-defining role for ambitious professionals seeking to build a successful career in wealth management.Work closely with high-net-worth individuals (HNWIs) to create tailored financial portfolios that meet their unique needs and goals.Develop and implement comprehensive financial plans, incorporating insurance and...

About UsUnicorn Advisor (HK) Limited is a leading financial advisory firm providing expert guidance on corporate finance and equity capital markets.The RoleWe are seeking a highly experienced Financial Markets Director to lead our IPO team. As a seasoned professional, you will be responsible for executing complex transactions from initial discussions to...

Job Summary:We are seeking an experienced IT Strategic Advisor to join our team at Bank of China. As an IT Strategic Advisor, you will play a key role in providing strategic guidance on the development and implementation of our IT strategies. Your expertise in data architecture, technical best practices, and emerging technologies will enable us to stay ahead...

Job DescriptionFargo Wealth Group is seeking an experienced Investment Consultant to provide comprehensive investment related services to Account Managers and high-net-worth customers. As an Investment Consultant, you will be responsible for tailor-made investment proposal preparation, portfolio analysis, and product selection.Responsibilities:Act as a...

ResponsibilitiesPrepares month end reporting pack (BS/PL/CF) for the portfolio companies across EU countries, and participate in the group level book reconciliation. Reviews daily operation transactions and cost allocations, and provide insights and analysis of the financial performances of the portfolio companies. Prepares calculation and filing...