Financial Consultant for Investment Solutions
1 month ago
About Capital Group:
As a global investment management leader, Capital Group is dedicated to helping long-term investors achieve their financial goals. With over $2.5 trillion in assets under management, we offer a comprehensive range of investment solutions and services to individual investors, financial intermediaries, and institutions around the world.
We have a proven track record of delivering superior returns through our rigorous research, high-conviction portfolios, and individual accountability. Our team of experienced investment professionals works closely with clients to understand their unique needs and develop tailored investment strategies that align with their goals and risk tolerance.
The Role:
We are seeking a highly skilled Financial Consultant to join our team in Asia. The successful candidate will be responsible for delivering training and education programs to our financial intermediary clients, as well as working with our Institutional team to build and coordinate tailored client training programs. This role requires excellent communication and presentation skills, as well as the ability to work independently and collaboratively as part of a fast-paced team.
Key Responsibilities:
- Design and deliver training programs for financial intermediary clients on investment management and practice management topics
- Work with our Institutional team to build and coordinate tailored client training programs for select key clients
- Collaborate with Relationship Managers, Investment Directors, and Marketing to identify opportunities for improving the training we offer to institutional clients
Requirements:
To be successful in this role, you will need:
- Experience in teaching and coaching others, ideally within the financial industry
- Fluency in English and Cantonese (spoken and written, business to native level)
- Experience managing senior internal and external stakeholders
- Competency in computer and database skills like Word, Excel, and specifically PowerPoint
Salary and Benefits:
We offer a competitive salary and benefits package, including a base salary of $80,000 - $100,000 per annum, depending on experience, plus bonus and stock options. Additionally, you will receive a generous relocation package, including assistance with housing and travel costs.
Location:
This role is based in Hong Kong, with frequent travel required throughout Asia. We offer a dynamic and supportive work environment, with opportunities for professional growth and development.
-
Financial Services Consultant
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China IO TECH SOLUTIONS LIMITED Full timeAbout IO TECH SOLUTIONS LIMITED">We are a leading bank seeking an experienced Financial Services Consultant to help provide investment advice to our everyday customers. The ideal candidate will hold a valid Hong Kong Securities & Investment Institute I license and be responsible for providing financial guidance to clients over the phone. Key...
-
Insurance Industry Expertise Consultant
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Jobs for Humanity Full timeJob Description Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of AccountingAs a Senior Presales Consultant at Jobs for Humanity, you will play a crucial role in assisting our sales team in identifying clients' needs and proposing financial solutions for insurance companies. Working...
-
Senior Financial Solutions Consultant
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Classy Wheeler Limited Full timeClassy Wheeler Limited is a well-established financial services company with over 30 years of experience, providing B2B and B2B2C fund investment dealing and settlement services, as well as insurance administration and CRM solutions. Our company website is Wealth Management Cube Limited - Hong Kong. We are looking for a Permanent position.Other Perks:Health...
-
Business Solutions Consultant
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China FactSet Full timeCompany OverviewFactSet is a leading provider of financial data and analytics solutions, serving tens of thousands of investment professionals worldwide. Our mission is to empower clients with instant access to critical information, enabling informed investment decisions.CompensationWe offer an attractive salary range of $85,000 - $115,000 per annum,...
-
Senior Banking Solutions Consultant
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China IO TECH SOLUTIONS LIMITED Full timeAt IO TECH SOLUTIONS LIMITED, we are seeking a highly skilled Senior Banking Solutions Consultant to join our team.Job DescriptionWealth and Personal Banking ExpertiseThe ideal candidate will possess strong analytical skills, innovative thinking, and the ability to foster a high-engagement team to deliver quality outputs.Provide internal consultancy services...
-
Investment Solutions Specialist
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Full timeInvestment Solutions SpecialistAbout the RoleWe are seeking a skilled Investment Solutions Specialist to join our team in Hong Kong. As a key member of our External Investing Group (XIG), you will be responsible for identifying, researching, and selecting leading third-party investment managers to provide investors with advisory and investment solutions.Key...
-
Senior Financial Consultant
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full timeJob OverviewWe are seeking a highly skilled Senior Financial Consultant to join our Corporate Finance Department in Investment Banking. This is an excellent opportunity for a talented professional to grow their career and contribute to the success of our team.
-
Financial Services Transformation Consultant
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China CAPCO Full timeAbout the RoleWe are seeking an exceptional Financial Services Transformation Consultant to join our team in Hong Kong. This is a fantastic opportunity to drive digital transformation in the financial services and insurance industries.About CapcoCapco is a global technology and management consultancy with a strong presence in leading financial centers across...
-
Wealth Investment Solutions Expert
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeHSBC is a global banking and financial services company with a rich history dating back to 1865. With a presence in over 80 countries, HSBC offers a wide range of personal and corporate banking services to individuals and businesses.The company has a long-standing commitment to innovation and customer satisfaction, and has been recognized as one of the...
-
Strategic Investment Data Analyst
2 months 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...
-
Investment Banking Professional | FTI Consulting
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China FTI Consulting Full timeAbout the RoleWe are seeking a high-caliber undergraduate or recent graduate passionate about investment banking, with a focus on Real Estate, Fintech, ESG, and other industries. This opportunity allows you to work alongside seasoned professionals from top-tier bulge brackets on cross-border M&A and financing related restructuring and consultancy...
-
Senior Business Solutions Consultant
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China PFCC Group Limited Full time**Company Overview**PFCC Group Limited is a dynamic organization that requires skilled professionals to drive its growth and success.**Job Description**We are seeking a highly experienced Business Solutions Consultant to join our team. The ideal candidate will have a strong background in strategic planning, project management, and business analysis.In this...
-
Hong Kong, Central and Western District, Hong Kong SAR China King Deux Search & Consulting Full timeAt King Deux Search & Consulting, we specialise in bespoke talent solutions across financial services and commerce. Our commitment extends beyond finding the right opportunity for our candidates, aiming to leave a lasting legacy beyond the hiring process.We invite you to explore exceptional clients represented by us through our careers page. Stay updated on...
-
Financial Modeling Expert
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China SAFE Investment Full timeJob Description:We are seeking a talented Financial Modeling Expert to join our systematic investing team at SAFE Investment. This role is perfect for individuals who want to apply their knowledge of Natural Language Processing (NLP) to real-world financial data and work closely with portfolio managers.Responsibilities:Data Governance: Manage data...
-
Strategic Data Analyst for Systematic Investing
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China SAFE Investment Full timeAbout 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,...
-
Investment Solutions Associate
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China WTW Full timeAbout WTW's InvestmentsWTW's Investments is a leading provider of investment advisory and delegated services to institutional investors across the globe. Our team has a deep understanding of the complex investment landscape and works closely with clients to create tailored solutions that meet their unique needs.Job Summary:We are seeking an experienced...
-
Investment Trainee Program Associate
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China SAFE Investment Full timeAt 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,...
-
Insurance Solutions Consultant
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeJob Summary:As an Insurance Solutions Consultant at HSBC, you will be responsible for providing comprehensive insurance solutions to our Premier customers. You will work closely with our Relationship Managers and Investment Specialist Team to support clients' lifelong wealth and protection needs.Key Responsibilities:Identify and capture insurance business...
-
Senior Financial Consultant
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeAbout the RoleWe are seeking an experienced and skilled Senior Financial Consultant to join our team at HSBC. This is a unique opportunity to work with a leading bancassurer in Hong Kong and provide comprehensive wealth consultation services to our clients.Job SummaryThe successful candidate will be responsible for identifying and capturing insurance...
-
Client Solutions Partner
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China 471 FIL Investment Management (Singapore) Limited Full timeAbout the OpportunityThis is a fantastic opportunity to join Fidelity's Client Propositions function as a Solutions Associate.As a Solutions Associate, you will be part of a globally-integrated team that connects client needs to Fidelity's investment capabilities in the form of products, solutions and services.Purpose of Your RoleYou will support...