Investment Planning Specialist

Job DescriptionWe are seeking an experienced Investment Planning Executive to join our team at nextRoles.About the RoleThis position involves developing and implementing financial plans for high-net-worth, mainlander and offshore customers. The ideal candidate will have strong proficiency in written and verbal Cantonese and English, as well as excellent...

At 乐恩咨询, we are seeking a talented Financial Planning Specialist to join our team.This is an exciting opportunity for individuals who are passionate about helping clients achieve their financial goals through strategic planning and investment advice.The successful candidate will be responsible for conducting thorough financial assessments, developing...

Job Description:As a Senior Investment Operations Specialist within the Maybank Investment Banking Group, you will play a pivotal role in ensuring the seamless execution of equities settlement on both Hong Kong and overseas markets. Your primary responsibilities will include monitoring pre-matching status, post-trade processing, stock reconciliation, Initial...

About the RoleThis is a full-time on-site position as a Financial Planning Consultant at AIA Hong Kong and Macau. The ideal candidate will possess strong analytical skills, excellent communication abilities, and the capacity to work in a fast-paced environment. Key responsibilities include:Evaluating clients' financial situations and providing personalized...

We are looking for a highly skilled and organized individual to fill the Trainee, Global Trade position at Natixis Corporate & Investment Banking. As a key member of our team, you will be responsible for conducting preliminary data analysis, preparing deal proposals, and assisting in account opening and customer due diligence.You will work closely with our...

**Company Overview**Maybank Investment Banking Group is a leading financial institution that offers a wide range of investment banking services. Our team is committed to providing exceptional support to our clients and ensuring the smooth execution of their transactions.

Direct message the job poster from aimHigher Consultancy Limited We are seeking a highly skilled Investment Specialist to join our client's team, a well-established international asset manager. The successful candidate will act as a subject matter expert on Asia and Greater China equities strategies and be the contact point for all commercial activities,...

Join our dynamic team at FastLaneRecruit as an Innovation Investment Specialist and be part of shaping the future of Asia's B2B technology startup ecosystem. In this exciting role, you will have the opportunity to drive growth and success by identifying and evaluating high-potential investment opportunities, working closely with experienced investors, and...

About UsAIA International Limited is a leading insurance company that empowers people to live Healthier, Longer, Better Lives. We believe in empowering our employees to find their 'better' and make a positive impact on the lives of our customers and the community.Job DescriptionWe are seeking an experienced Investment Governance Specialist to join our team....

Job OverviewWe are seeking an experienced Investment Insights Specialist to provide high-quality, unbiased research on Asian Consumer Discretionary/Staples companies. Our platform connects independent investment research analysts with institutional asset managers, offering a unique opportunity to share your expertise and insights.About the RoleAs an...

At KGI, we are seeking a highly skilled Investment Research Specialist to join our team. As an Equity Markets Analyst, you will be responsible for monitoring and analyzing companies within the TMT/Consumer sector, evaluating their growth potential, financial health, and investment viability.The ideal candidate will have excellent graduate or undergraduate...

About the RoleThis is an exciting opportunity for an experienced investment professional to join our growing team in the Asia Pacific region. As a Senior Portfolio Strategist, you will play a key role in developing and implementing customized investment strategies for our clients.Key Responsibilities:Design and implement investment plans that align with...

We are seeking a skilled Investment Research Specialist to join our team at Cambium Grove Capital.About the RoleThis is an excellent opportunity to work with our experienced team of professionals in the real estate industry.Key ResponsibilitiesConduct extensive research and analysis on potential investment opportunities.Develop and maintain accurate...

Job SummaryWe are looking for a seasoned Wealth Planning Manager to join our team. As a Wealth Planning Manager, you will be responsible for delivering high-quality wealth planning services to our high-net-worth clients, leveraging your expertise in investment management, tax planning, and estate planning.Key ResponsibilitiesDevelop and implement...

Job Summary:We are seeking a highly skilled and motivated individual to join our Asia Pacific equity investment team as an Associate Product Specialist. This is a unique opportunity to work in a dynamic and fast-paced environment, supporting the equity product specialist team to interface between the AllianzGI equity investment team and other departments...

Company OverviewHang Seng Bank Limited is committed to delivering service excellence through its people. As a leading bank in Hong Kong, we prioritize the growth and development of our employees, recognizing them as our most valuable asset. Our team aims to continually enhance performance for customers and provide top-notch products and services.Job...

Point72 Asset Management, L.P.A Global Leader in Investment Professional DevelopmentWe are seeking a highly skilled and experienced investment professional to join our team as an Investment Development Specialist. In this role, you will play a critical part in enhancing the commercial success of long/short investment teams through targeted development...

About the RoleAs an Investment Portfolio Specialist at KOS International Limited, you will play a critical role in assessing and mitigating risks associated with our investment portfolio. This includes identifying potential risks, conducting due diligence, and developing risk mitigation strategies to protect the portfolio and enhance risk-adjusted...

Job SummaryWe are seeking an experienced Strategic Investment Operations Specialist to join our team at Bank Of China (Hong Kong) Limited. In this role, you will be responsible for assisting the team in various aspects of investment operation work to ensure smooth completion of various investment transactions.Key ResponsibilitiesAssist the team in daily...

At Allianz Global Investors, we foster a culture of professionalism, fulfillment, and an inclusive working environment.We are a leading global active asset manager, investing for the long term and creating value for clients every step of the way.About the RoleThis is a great moment to join us as we are hiring an Associate Product Specialist (12-month...