Strategic Wealth Consultant
6 days ago
CICC, a leading financial institution, is seeking an experienced Strategic Wealth Consultant to join our team.
About the RoleWe are looking for a seasoned professional with a strong background in wealth management and a passion for delivering exceptional client service. As a Strategic Wealth Consultant, you will be responsible for developing and maintaining business relationships with high-net-worth individuals and their families.
Key Responsibilities:- Deeply understanding customers' needs and providing personalized asset allocation suggestions.
- Establishing long-term service relationships through excellent post-investment services.
- Providing professional investment consulting and advisory services to promote product sales and transactions.
To succeed in this role, you will need:
- A bachelor's degree or above.
- Strong interest in the financial industry and wealth management business.
- Retail/personal business experience in the financial industry is preferred.
- Understanding of various financial market products and excellent learning ability.
- Client-oriented with excellent communication skills.
- SFC and/or HKMA license holder.
CICC is committed to fostering an environment of equity and diversity. We recognize the importance of fair treatment in all aspects of our business and strive to create an inclusive workplace that values diverse backgrounds, ideas, and cultures.
-
Strategic Enterprise Consultant
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China QHire Ltd Full timeJob OverviewQHire Ltd is seeking an experienced Wealth Manager to join our team as a Strategic Enterprise Consultant. This role involves assisting clients in setting up cross-border structures, including VIEs, foreign capital, joint ventures, and other enterprise structures.Key Responsibilities:• Collaborate with law firms, accounting firms, and tax...
-
Strategic Wealth Management Professional
1 day ago
Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full timeAbout Dah Sing Group The Dah Sing Financial Group is a leading financial services organization in Hong Kong, offering a comprehensive range of banking, insurance, and wealth management services through its extensive network of over 70 branches. The group's currency is built on values such as caring, teamwork, and progressiveness, recognizing that each...
-
Strategic Financial Consultant
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full timeAbout the RoleWe are seeking a highly skilled and experienced Strategic Financial Consultant to join our team at Futu Securities International (Hong Kong) Limited. This is an excellent opportunity for someone who wants to leverage their expertise in investment analysis to drive business growth and deliver exceptional client experiences.
-
Strategic IT Consultant
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China ConnectedGroup Full timeJob DescriptionWe are seeking a highly skilled IT Strategy Consultant to join our team at ConnectedGroup. The successful candidate will play a key role in driving technological advancements and ensuring robust risk management within the banking environment.About the RoleThis is a pivotal position where you will review and assess the company's current...
-
Career Advancement Consultant
9 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China GUM | Your MPF & EB Expert | Hong Kong Full timeAbout GUMGUM | Your MPF & EB Expert | Hong Kong is a prestigious boutique consulting firm in the Health and Wealth Industry, dedicated to providing MPF solutions and financial consulting services. Our mission is to give you more inspiration, wealth, and happiness.Our CultureWe believe in creating a fast-learning environment where our staff can learn through...
-
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeCiti, a global leader in financial services, is seeking an experienced Digital Project Manager to join our team. This role will be responsible for driving the strategic development and implementation of digital banking products and services focused on wealth management.About CitiCiti is committed to supporting the growth and development of our employees from...
-
Consulting Trainee Program
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China GUM | Your MPF & EB Expert | Hong Kong Full timeAbout the RoleIn this exciting opportunity, you will be part of our Consulting Trainee Program and play a key role in developing long-term customer relationships and conducting proactive communication with corporate clients. As a Consultant Associate, you will have the chance to work with senior management to conduct client meetings, webinars, and...
-
Private Wealth Management Professional
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China DL Holdings Group Full timeAbout the Opportunity: We are seeking a Private Wealth Management Professional to join our team at DL Holdings Group. In this role, you will be responsible for delivering exceptional client experiences and driving business growth through strategic partnerships and relationships.Key Responsibilities:Develop and execute customized private wealth management...
-
Chief Strategic Growth Officer
7 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Pure Hong Kong Full timeAbout Pure Hong KongPure Hong Kong is a leading financial services organization seeking an exceptional professional to join our executive team.Job SummaryWe are looking for a highly skilled Strategy Manager who will support our senior management in executing the company agenda, driving business growth, and improving performance. The ideal candidate will have...
-
Strategic Business Solutions Consultant
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeAt Bank Of China (Hong Kong) Limited, we are seeking an experienced Strategic Business Solutions Consultant to join our team. In this role, you will be responsible for communicating and coordinating between business users and development teams to ensure seamless project execution.We are looking for a highly skilled individual with 3-5 years of experience in...
-
Relationship Management Consultant
7 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China GUM | Your MPF & EB Expert | Hong Kong Full timeAbout GUMGUM | Your MPF & EB Expert | Hong Kong is a prestigious boutique consulting firm in the Health and Wealth Industry. With over 42 years of market experience, we have pioneered in providing MPF solutions and financial consulting services. Our mission is to give you more inspiration, wealth, and happiness.Our CultureWe create a fast-learning...
-
Wealth Management Professional
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Mercer Full timePension and Retirement ExpertiseMercer is seeking a Senior Consultant to join our Wealth team in Hong Kong. This role will involve leading projects related to pension and retirement needs of corporate and government clients.About the RoleThe ideal candidate will have 10+ years of experience in the pension advisory industry, including client-facing duties....
-
Strategic Business Consultant
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China AIA International Limited. Full timeAIA International Limited is committed to creating a healthier, more sustainable future for everyone. As part of our marketing, distribution & partnership team, you'll play a vital role in advancing this movement.Our goal is to help a billion people live Healthier, Longer, Better Lives by 2030. We're seeking a highly motivated and experienced professional to...
-
MPF Consultant Trainee
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China GUM | Your MPF & EB Expert | Hong Kong Full timeRelationship Management Trainee ProgramWe are seeking highly motivated and enthusiastic professionals to join our esteemed boutique consulting firm in the Health and Wealth Industry. Our accelerated 18-24 months program provides an unparalleled opportunity for growth, allowing you to embark on your professional consulting career.The Relationship Management...
-
Senior Consultant
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Mercer Full timeSenior Consultant (Pensions / Retirement) We are seeking a talented individual to join our Wealth team at Mercer. This role will be based in Hong Kong. This is a hybrid role that has a requirement of working at least three days a week in the office. What can you expect? We are currently seeking to add to our investment and retirement consulting team. This...
-
Wealth Management Consultant
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Ernest Maude Full timeWelcome to Ernest MaudeWe are a leading provider of financial services, committed to delivering expert advice on mortgages, investments, insurance, and wills to our clients.Job DescriptionThis is a full-time hybrid role for a Senior Consultant at Ernest Maude. The successful candidate will provide expert advice on financial planning, investments, insurance,...
-
Chief Technology Executive
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China The Career IT Consultant Full timeThe Career IT Consultant is seeking a Chief Information Officer to oversee the company's technology strategy and ensure alignment with business goals. This executive will lead the IT department, manage technology investments, and drive digital transformation to enhance efficiency, security, and innovation.Key Responsibilities:Strategic Leadership:Develop and...
-
Consultant -
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Synpulse Full timeWe are an established, globally active management consulting company with offices in Switzerland, Germany, Austria, UK, USA, Singapore, Hong Kong, the Philippines, Australia, Indonesia and India. We are a valued partner to many of the world's largest international financial services and insurance firms. We support our clients at all project management stages...
-
Strategic Project Consultant
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China PeopleSearch Full timeJob Overview:A project management consultant is required to join a fast-growing financial services company with a strong presence in Asia.
-
Wealth Management Manager
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China BOC Group Life Assurance Company Limited Full time1 week ago Be among the first 25 applicants Direct message the job poster from BOC Group Life Assurance Company Limited Joey Kam, AChFP, Medical Insurance Specialist BOC Life rooted in Hong Kong with a strong background. Our life insurance business was launched in Hong Kong in 1998 by the main shareholders BOC Hong Kong (Holdings) Limited ("BOC Hong Kong")...