Investment Team Lead

1 week ago


Hong Kong, Central and Western District, Hong Kong SAR China KGI Asia Full time
Job Title: Investment Representative

We are seeking a highly skilled and experienced Investment Representative to join our team at KGI Asia. As a key member of our sales team, you will be responsible for leading and coaching a team of sales professionals to drive business growth and achieve company financial targets.

Key Responsibilities:
  • Team Leadership: Build and recruit a high-performing sales team, providing guidance and support to ensure they meet their sales targets.
  • Sales Strategy: Develop and implement effective sales strategies to grow the wealth management business, working closely with Investment Strategies and Product Managers to provide professional advice and total wealth management product solutions to clients.
  • Prospect Management: Provide timely and accurate prospect data to track and monitor activities for management reporting and sales forecasts.
  • Business Development: Possess a strong customer network and business channels to explore new business opportunities and drive revenue growth.
  • Compliance: Ensure compliance with internal procedures and reporting processes to meet management, corporate, regulatory, and statutory requirements.
Requirements:
  • Education: Degree holder or above.
  • Experience: At least 8 years of working experience in sales team head position in financial services industry.
  • Licenses: Holder of SFC and Insurance Authority License.
  • Skills: Energetic, self-disciplined with strong sense of responsibility, well-organized with detail-minded and able to work independently. Good communication skills and proficiency in English, Cantonese and Mandarin.

  • Investment Team Lead

    1 month ago


    Hong Kong, Central and Western District, Hong Kong SAR China KGI Asia Full time

    Job Description**Job Title:** Investment Team Lead**Company:** KGI Asia**Job Summary:We are seeking an experienced Investment Team Lead to join our team at KGI Asia. The successful candidate will be responsible for leading and coaching a sales team to grow the wealth management business and achieve company financial targets.Key Responsibilities:Team...

  • Investment Associate

    3 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China SAFE Investment Full time

    Investment Trainee ProgramWe are seeking talented individuals to join our 2-year investment trainee program, designed to prepare candidates for advancement in investment teams. The program focuses on fundamental research, systematic investing, and trading team development.Through the program, trainees will work closely with mentors from portfolio managers to...


  • Hong Kong, Central and Western District, Hong Kong SAR China SAFE Investment Full time

    Investment Trainee ProgramWe are seeking talented individuals to join our 2-year investment trainee program, designed to prepare candidates for advancement in investment teams. The program focuses on fundamental research, systematic investing, and trading.Through the program, trainees will work closely with mentors from portfolio managers to traders on...

  • Investment Associate

    1 month ago


    Hong Kong, Central and Western District, Hong Kong SAR China SAFE Investment Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Investment Associate to join our team at SAFE Investment. As an Investment Associate, you will play a key role in supporting our investment teams with research, analysis, and portfolio management.Key ResponsibilitiesOperational Responsibilities:Manage daily investment operations, including...


  • Hong Kong, Central and Western District, Hong Kong SAR China Capstone Investment Advisors Full time

    Program OverviewCapstone Investment Advisors is seeking bright and motivated students to join our investment teams for a summer internship. This 10-week program provides a unique opportunity to learn about various investment strategies and gain hands-on experience in a dynamic and fast-paced environment.Key ResponsibilitiesAssist in the analysis and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Capstone Investment Advisors Full time

    Program OverviewCapstone Investment Advisors' 5 Summer Internship is a 10-week summer program designed to provide students with a comprehensive learning experience in investment strategies. As an intern, you will be assigned a project that is both educational and value-added to the business, culminating in a presentation to the senior leadership team.Key...


  • Hong Kong, Central and Western District, Hong Kong SAR China Avenir Investment Management Limited Full time

    {"title": "Partnership and Business Development Lead", "description": "Job Title: Partnership and Business Development LeadReporting Line: Head of Partnership and Business DevelopmentLocation: Central - Hong Kong BasedTerms: Full-timeAbout Avenir Investment Management Limited:Avenir Investment Management Limited is a dynamic company committed to excellence...

  • Securities Team Lead

    4 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China Global Executive Consultants Ltd. Full time

    **Job Summary**Global Executive Consultants Ltd. is seeking a seasoned professional to fill the position of Securities Team Head. As a key member of our team, you will be responsible for leading and managing the execution of securities trade orders for our clients.**Key Responsibilities****Station in Branch Banking**: Lead and manage the execution of...

  • Solutions Associate

    4 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China 471 FIL Investment Management (Singapore) Limited Full time

    About the OpportunityJob Type: PermanentDepartment: Client PropositionsReports to: Head of Client SolutionsFidelity is a leading investment management company with a global presence. We are seeking a highly skilled Solutions Associate to join our Client Propositions team in Singapore.About the Solutions & ServicesSolutions & Services is part of Fidelity's...


  • Hong Kong, Central and Western District, Hong Kong SAR China Avenir Investment Management Limited Full time

    {"title": "Partnership and Business Development Lead", "description": "Job OverviewAvenir Investment Management Limited is a dynamic company committed to excellence in the Financial Industry. We prioritize a culture of continuous learning and development, fostering the professional growth of our employees.Key ResponsibilitiesConduct in-depth market...


  • Hong Kong, Central and Western District, Hong Kong SAR China 471 FIL Investment Management (Singapore) Limited Full time

    About the OpportunityFidelity's Client Propositions function is seeking a highly skilled and motivated individual to join our Solutions & Services team as a Solutions Associate. This role will play a critical part in supporting client-facing activity for Fidelity's global distribution business, working closely with global Investment Directors, Portfolio...


  • Hong Kong, Central and Western District, Hong Kong SAR China Furst Asia Limited Full time

    {"h1": "Senior Private Equity Investment Team Leader", "p": "Furst Asia Limited is seeking a seasoned Senior Private Equity Investment Team Leader to join our team. As a key member of our investment team, you will be responsible for leading deal structuring, execution, and exit. Your expertise in talent recruiting and training will be invaluable in...

  • Investment Analyst

    3 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China BEA Union Investment Management Limited Full time

    Job SummaryWe are seeking a highly skilled Investment Analyst to join our Fixed Income team at BEA Union Investment Management Limited. As an Investment Analyst, you will play a key role in performing credit analysis and economic analysis to support our investment decisions.Key ResponsibilitiesConduct in-depth credit analysis of corporate issuers, including...


  • Hong Kong, Central and Western District, Hong Kong SAR China Company 267 - Manulife Investment Management (Hong Kong) Limited Full time

    Job Title: Investment Operations ManagerCompany 267 - Manulife Investment Management (Hong Kong) Limited is seeking an experienced Investment Operations Manager to join our team. As an Investment Operations Manager, you will be responsible for overseeing trade management and support, settlement, reconciliation, corporate actions, pricing and valuations...


  • Hong Kong, Central and Western District, Hong Kong SAR China Microsoft Full time

    OverviewThe Account Team Unit (ATU) Lead is a key role within Microsoft, responsible for driving customer business outcomes and digitally transforming industries. This position requires a strong understanding of cloud solutions, sales leadership, and business acumen.ResponsibilitiesLead account teams to drive digital business outcomes for customers across 3...


  • Hong Kong, Central and Western District, Hong Kong SAR China Company 267 - Manulife Investment Management (Hong Kong) Limited Full time

    Job Title: Investment Operations ManagerCompany 267 - Manulife Investment Management (Hong Kong) Limited is seeking an experienced Investment Operations Manager to join our team. As a key member of our Investment Operations department, you will be responsible for overseeing trade management and support, settlement, reconciliation, corporate actions, pricing...

  • IT Team Lead

    1 month ago


    Hong Kong, Central and Western District, Hong Kong SAR China Swing Consulting Ltd. Full time

    Job SummarySwing Consulting Ltd. is seeking a highly skilled and experienced IT Team Lead to join our team. As a key member of our IT department, you will be responsible for managing our on-site team to deliver day-to-day support and troubleshooting operations.Key ResponsibilitiesManage and lead a team of IT professionals to ensure smooth and efficient...


  • Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full time

    About BNP Paribas Wealth ManagementBNP Paribas Wealth Management is a leading international financial institution with a presence in 14 markets across Asia Pacific. With over 15,000 employees, we provide a wide range of financial services to corporates, institutional, and private investors.Job PurposeThe successful candidate will be responsible for leading a...


  • Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    About the RoleCiti is seeking a highly skilled and experienced professional to join our team as Assistant Vice President, Investment Operations Lead. In this role, you will be responsible for leading the investment and insurance operations functions, ensuring compliance with government regulations, and providing exceptional support to our clients.Key...


  • Hong Kong, Central and Western District, Hong Kong SAR China Company 267 - Manulife Investment Management (Hong Kong) Limited Full time

    About the RoleWe are seeking an experienced Investment Operations Manager to join our team at Company 267 - Manulife Investment Management (Hong Kong) Limited. As a key member of our Investment Operations team, you will be responsible for providing subject matter expertise and support to our daily trade management processes.Key ResponsibilitiesOversight of...