Strategic Wealth Advisor
5 days ago
**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 Responsibilities
- Meet with clients to understand their financial goals and risk profiles, and develop tailored investment plans to meet their objectives.
- Collaborate with Relationship Managers to identify investment opportunities and provide market insights to support client decisions.
- Work closely with Product Management Group to develop new products and solutions that meet client needs.
- Stay up-to-date with market trends and developments, and communicate these to clients through regular updates and reports.
Requirements
- At least 6-8 years of experience in the financial industry, with a strong background in investment advisory.
- Strong analytical and strategic thinking skills, with the ability to analyze complex data and make informed investment decisions.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
Education and Qualifications
- A well-recognized university degree, preferably with a CFA or other relevant postgraduate qualifications.
What We Offer
- A dynamic and supportive work environment that encourages collaboration and innovation.
- The opportunity to work with a talented team of professionals who share your passion for delivering exceptional client service.
- A comprehensive benefits package that includes competitive salary, bonuses, and perks.
-
Expert Wealth Strategist
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full timeJob 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.
-
Strategic Investment Director
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time**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...
-
Strategic Portfolio Advisor
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full timeWe 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...
-
Wealth Strategies Consultant
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full timeCompany 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...
-
Insurance Solutions Advisor
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full timeHowden Private Wealth offers unparalleled expertise in wealth planning and insurance solutions for ultra-high net worth (UHNW) individuals globally. Our experienced professionals have developed a deep understanding of the complexities surrounding UHNW clients' needs, enabling us to provide tailored advice and guidance.We take pride in our ability to deliver...
-
Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full timeAbout Us:Unicorn Advisor (HK) Limited is a leading advisory firm providing expert guidance to clients navigating the complex world of corporate finance. With a strong focus on equity capital markets and IPOs, our team has earned a reputation for delivering high-quality results.Job Description:We are seeking an experienced Principal (Corporate Finance) to...
-
Strategic Financial Advisor
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China BBL-HIRING Full timeWe are seeking an experienced Strategic Financial Advisor to join our team in the New York City Metropolitan Area.ResponsibilitiesResponsibilities include developing and maintaining financial models, analyzing financial data, and providing strategic financial advice to senior management.The ideal candidate will have a strong background in finance, including...
-
Strategic Business Leader
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full timeJob DescriptionThis COO will be a key member of the executive leadership team of HK office, responsible for driving operational excellence and strategic execution across the firm's major business lines.Key ResponsibilitiesWork closely with the CEO and executive team to define and execute the firm's strategic vision.Optimise business operations, ensuring...
-
Private Wealth Management Advisor
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China DL Holdings Group Full timeRole DescriptionWe are seeking a Private Wealth Management Advisor to join our team at DL Holdings Group. This is an exciting opportunity for a professional with a strong background in finance and business development to work with high net worth individuals and families.The successful candidate will have a good understanding of financial knowledge and...
-
Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full timeAt 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...
-
Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full timeJob SummaryWe are seeking a highly experienced Business Development Director to join our team at Unicorn Advisor (HK) Limited. The ideal candidate will have a strong background in corporate development and strategic development, with the ability to work independently.About UsUnicorn Advisor (HK) Limited is a leading advisory firm that provides expert...
-
Investment Portfolio Advisor
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Manulife ( International) Ltd Full timeInvestment 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...
-
Strategic Talent Advisor
29 minutes ago
Hong Kong, Central and Western District, Hong Kong SAR China ConnectedGroup Full timeJob Title: Senior HR Business PartnerCompany Overview:A well-established financial organization seeks a seasoned and strategic HR Business Partner to join their team. Reporting to the HR Business Partner Head, you will assume the role of a strategic HR advisor for senior stakeholders, including C-suite executives.Job Description:This pivotal position entails...
-
Wealth Management Advisor
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Manulife Hong Kong and Macau Full timeKinetic Academiks is a pioneering force in the multilingual space in Hong Kong, renowned for delivering exceptional services across all ethnicities. We bring cutting-edge innovations and trend anticipation to our work.This role offers a unique opportunity for a skilled Financial Advisor to join our team in Hong Kong. As a Financial Advisor, you will be...
-
Wealth Management Specialist
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Manulife ( International) Ltd Full timeInvestment Consultant / Wealth Management AdvisorA career opportunity in Hong Kong SAR awaits a skilled Investment Consultant / Wealth Management Advisor with Manulife (International) Ltd.Job DescriptionCreate and implement investment strategies for clientsManage finances and provide exceptional customer serviceSkills and QualificationsFinancial planning and...
-
Product Strategist
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Fosun Wealth Holdings Full timeAbout This Role:Fosun Wealth Holdings is seeking an experienced Product Strategist to lead the development and execution of our asset management department's product strategy.Key Responsibilities:Product Development: Develop and execute a comprehensive product strategy that encompasses notes, structure notes, equity products, fixed income, and alternatives....
-
Strategic Financial Consultant
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full timeJob DescriptionWe are seeking a highly experienced Strategic Financial Consultant to join our team at Unicorn Advisor (HK) Limited.About the RoleThe successful candidate will be responsible for overseeing client service operations, ensuring delivery of high-quality support and services to institutional clients.Key responsibilities include leading target...
-
Strategic Wealth Planning Consultant
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeJob DescriptionWe are seeking a highly skilled Strategic Wealth Planning Consultant to join our team. As a key member of our Private Banking department, you will be responsible for identifying and assessing client needs, providing professional advice, and premium service to high-net-worth individuals.About Hang Seng Bank LimitedHang Seng Bank Limited is...
-
Strategic Financial Advisor
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeCiti is a leading global bank seeking an experienced Strategic Financial Advisor to join our Institutional Sales team. As a key member of our team, you will play a vital role in helping clients raise funds in the capital markets and providing strategic advisory services for mergers and acquisitions.The successful candidate will have 1-3 years of relevant...
-
Indian Client Advisor
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeAre 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...