Investment Product Advisor

Responsibilities You have strong investment knowledge and proven ability to offer sound investment advice to HNW clients on multi-asset class portfolios. You will advise clients on portfolio construction and allocation, ensuring their investment objectives are met, based on their unique investment goals, risk tolerance and bank's risk management framework....

Manulife Hong Kong and Macau is looking for a highly skilled and experienced Investment Advisor to join our team. As a key member of our financial advisory team, you will be responsible for providing expert investment advice to clients and helping them achieve their long-term financial goals.Key ResponsibilitiesThe successful candidate will be responsible...

**Job Overview**We are seeking an experienced Strategic Investment Director to join our team at Unicorn Advisor (HK) Limited. This role requires a seasoned professional with a strong background in wealth management, investment products, and client-facing skills.ResponsibilitiesDevelop and implement strategic investment plans to drive growth and...

Investment Consultant / Wealth Management AdvisorAt Manulife (International) Ltd, we are looking for a highly motivated Investment Consultant / Wealth Management Advisor to join our team in Hong Kong SAR.The RoleDevelop and execute investment plans for clientsProvide excellent customer service and manage client financesQualifications and SkillsFinance...

Responsibilities:Provide regular investment market and strategy updates that cover macroeconomic trends, industry patterns, market structures, and regulatory environments. Maintain a proactive collaborative relationship with relationship managers to identify client needs, enhance clients' understanding of products, services, and investments, and provide...

At Unicorn Advisor (HK) Limited, we are seeking an exceptional International Tax Advisor to join our team.About the RoleThis is a challenging and rewarding opportunity for a seasoned tax professional to leverage their expertise in international taxation to deliver value-added services to high net worth individuals. The ideal candidate will possess a deep...

Main Duties They shall support RMs primarily as follows:Meet and provide premium investment advisory to HNW clients and formulate investment strategies that align with client's target strategic assets allocation to meet investment objectives and risk profile. Relay the house view in their respective marketing teams and can call on product specialists for...

Company OverviewCiti is a global bank that provides financial services to individuals, corporations, and governments. With a presence in over 160 countries, Citi offers a wide range of products and services including investment banking, consumer banking, and wealth management.Job DescriptionWe are seeking a Senior Portfolio Advisor to join our team in Hong...

Qualification: Bachelor's degree in Business Management, Banking, Finance, or a related field. Strong knowledge of investment products. At least 6 years of experience in wealth management, with exposure to investment, client-facing roles, and trading idea generation. Strong market awareness and interpersonal skills. Self-motivated with the ability to work...

1 week ago Be among the first 25 applicantsManulife Hong Kong and Macau has been a trusted name in Hong Kong for over 125 years, providing diverse protection and wealth products and services to 2.4 million customers. As the leading financial institution, we aim to be the most digital, customer-centric global company in our industry. We manage the retirement...

Investment Consultant / Wealth Management AdvisorHong Kong SARCompany DescriptionManulife (International) Ltd is seeking an Investment Consultant / Wealth Management Advisor for a full-time hybrid role located in Hong Kong SAR with some work from home flexibility.Role DescriptionThe Investment Consultant / Wealth Management Advisor will be responsible for...

Company Overview:Unicorn Advisor (HK) Limited is a leading financial institution dedicated to providing exceptional wealth management services to ultra high net worth individuals.Key Responsibilities:We are seeking a seasoned Markets Specialist to join our team, responsible for bringing in and hunting new clients for the bank. This involves identifying and...

Are you looking for a challenging role in wealth management? Look no further! We are seeking an Indian Client Advisor to join our team in Hong Kong.As a key member of our wealth management team, you will be responsible for collaborating with experienced product specialists in offering professional advice to meet the customers' investment goals and needs.The...

Key Performance Indicators:The successful candidate will be measured on the following key performance indicators:Accuracy and timeliness of data preparationQuality and relevance of commentary writingEffectiveness of communication and collaboration with portfolio managers and investment team membersSuccessful dissemination of product information to relevant...

Job DescriptionThe role of Expert Wealth Strategist at Unicorn Advisor (HK) Limited is to provide comprehensive wealth management advice to high net worth individuals and families. As a key member of our team, you will be responsible for developing and implementing tailored investment strategies to meet the unique needs and goals of our clients.

We are seeking an experienced and skilled Strategic Portfolio Advisor to join our team at Futu Securities International (Hong Kong) Limited.About the RoleAs a Strategic Portfolio Advisor, you will play a vital role in building strong relationships with our VIP clients to achieve team AUM and revenue targets. You will work closely with our IA and product...

Ashford Benjamin is a leading recruitment agency in the asset management industry, supporting top clients with their compliance hiring needs. This exciting opportunity is available for experienced professionals looking to gain exposure in the APAC region, specifically covering alternative investment funds.The role of a Compliance Advisor involves providing...

Private Banking AdvisorAbout the Job: As a Private Banking Advisor, you will be responsible for delivering exceptional service to high-net-worth individuals and private banking clients. You will work closely with investment consultants to analyze market trends and prepare investment proposals.Key Responsibilities:Deliver exceptional service to high-net-worth...

3 weeks ago Be among the first 25 applicantsSenior Manager, Wealth Management & Protection @ AIA | MDRT AchieverCompany DescriptionAIA Group Limited and its subsidiaries (collectively "AIA" or the "Group") are the largest independent publicly listed pan-Asian life insurance group, with a presence in 18 markets including Mainland China, Hong Kong SAR,...

**About the Role**We are seeking a seasoned investment professional to join our team as a Strategic Wealth Advisor. In this role, you will be responsible for providing premium investment advisory services to high net worth clients and formulating investment strategies that align with their target strategic assets allocation.Main ResponsibilitiesMeet with...