Strategic Investment Advisor

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China Gentleman Capital Limited Full time

Gentleman Capital Limited - Investment Consultant Job Description

We are seeking a highly skilled Investment Consultant to join our team at Gentleman Capital Limited.

Responsibilities:

  1. Act as Investment Consultant in providing comprehensive investment related services to Account Managers and high-net-worth customers, covering the entire asset allocation process. This includes tailor-made investment proposal preparation, portfolio analysis and product selection.
  2. Conduct customer portfolio analysis, with good understanding of risk tolerance, investment orientation and expected return to provide comprehensive investment recommendations.
  3. Leverage on wealth management solutions such as bonds, structured products and funds to achieve high-net-worth customers' financial goals by matching their risk appetite.
  4. Consolidate client statements from financial institutions, and compile monthly P&L statement.
  5. Frequently travel to Mainland.

Requirements:

1. University degree in Finance or related disciplines, with professional qualifications such as CFA an advantage.

2. 3 or above years wealth management experience as Investment Consultant or private banking experience as Assistant Relationship Manager.

3. Strong knowledge of various wealth management products and with expertise in customer portfolio management.

4. Proficiency in Mandarin is a must, with fluent language skills in English.

5. Team player, with keen to details.



  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    Job DescriptionWe are seeking a skilled Strategic Investment Director to join our team at Unicorn Advisor (HK) Limited.Key Responsibilities:Develop and implement investment strategies across various asset classes, including securities, funds, and structured products.Provide regular market commentary and investment briefings to sales teams to inform their...


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

    Main Responsibilities:Deliver actionable market insights to family offices and high net worth individuals on global multi-asset investments.Ensure seamless alignment with internal guidelines and regulatory policies.Contribute to brand development through strategic initiatives, including events and webinars.Analyze market trends to identify investment...


  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    Investment Strategy Leader RoleWe are seeking a highly skilled Investment Strategy Leader to join our team at Unicorn Advisor (HK) Limited. As an Investment Strategist, you will be responsible for developing and implementing investment strategies across various asset classes, including securities, funds, and structured products.Key responsibilities...


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

    At 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...


  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    Job Description:We are seeking a skilled and experienced Chief Investment Strategist to join our team at Unicorn Advisor (HK) Limited.About the Role:As a key spokesperson, you will develop and communicate investment strategies across various asset classes, including securities, funds, and structured products.You will provide regular market commentary and...


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

    Job SummaryWe are seeking a highly motivated and experienced Strategic Financial Advisor to join our Wealth Management team at CICC. As a key member of our team, you will be responsible for developing and maintaining business relationships with high-net-worth individuals, their families, family offices, and corporates.About the RoleAs a Strategic Financial...


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

    Company OverviewAmundi is a global asset manager dedicated to helping its individual, professional and institutional clients achieve their financial objectives.Salary: The estimated annual salary for this role is €120,000 - €180,000 based on industry standards and market conditions in Hong Kong.Job DescriptionWe are seeking an ESG Strategic Advisor to...


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

    A Career with Hang Seng Bank Hang Seng is committed to delivering exceptional service to our customers. Our team is made up of talented professionals who are dedicated to providing best-in-class products and services. To achieve this, we seek to attract high-calibre talent by offering a dynamic working environment, good career development...


  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    Job Description:As a Strategic Financial Leader at Unicorn Advisor (HK) Limited, you will be responsible for executing the company's financial strategy and capital operation.This includes managing bank loans, convertible bonds, and equity financing to increase enterprise value.You will work closely with stakeholders to identify opportunities and develop...


  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    Job DescriptionWe are seeking an experienced and skilled Strategic Office Administrator to join our team at Unicorn Advisor (HK) Limited. This is a key role that will be responsible for ensuring the smooth day-to-day operations of our offices.About the RoleThis is a challenging and rewarding position that requires a high level of administrative expertise,...


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

    About 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,...


  • Hong Kong, Central and Western District, Hong Kong SAR China China Mobile International Limited Full time

    **Job Title:** Strategic Investment Portfolio Manager**Location:** Hong Kong**Estimated Salary Range:** HKD 800,000 - 1,200,000 per annumCompany OverviewChina Mobile International Limited is a leading international subsidiary of China Mobile, one of the world's largest telecommunications companies.Job DescriptionWe are seeking an experienced Investment...


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

    About DARMAX GLOBALWe are a leading global investment firm dedicated to providing exceptional wealth management services to high-net-worth individuals and families.Job OverviewThis is an exciting opportunity for an experienced Relationship Manager to join our team in a key leadership role. As a Strategic Partnerships and Investment Manager, you will be...


  • Hong Kong, Central and Western District, Hong Kong SAR China Classy Wheeler Limited Full time

    Classy Wheeler Limited, a leading telecom carrier and IT solutions company, seeks an experienced Marketing Strategic Advisor.We are looking for a skilled professional to assist in developing marketing strategies for our fixed line and broadband services to achieve performance targets and leading positioning.The ideal candidate will design effective...


  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    Job Summary:The Investment Banking Origination Professional will be responsible for identifying, structuring and executing Bond deals with a focus on SOE/ POE clients in Hong Kong capital markets.Key Responsibilities:Originate and structure bond deals to meet client needsMaintain effective relationships with clients and internal stakeholdersDevelop and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    Unicorn Advisor (HK) Limited is seeking an exceptional individual to fill the role of Head of Wealth Management. This position requires a seasoned professional with a strong background in leading high-performing teams and driving business growth.The successful candidate will be responsible for overseeing the profitability and key performance indicators...


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

    **About the Role**Tencent is seeking an experienced Investment Associate to join our team, responsible for analyzing investment opportunities and leading cross-functional teams to execute deals. As a key member of our investment committee, you will be responsible for conducting industry research, company research, financial modeling, and valuation...


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

    At 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,...

  • Strategic Advisor

    1 month ago


    Hong Kong, Central and Western District, Hong Kong SAR China Sia Partners Full time

    At Sia Partners, we are seeking a Strategic Advisor to join our Financial Markets, Private Banking, Asset & Wealth Management business unit. This role presents an exciting opportunity for an experienced professional to provide strategic and operational advisory services to clients.We are looking for a highly skilled individual with exceptional analytical and...

  • Strategic Advisor

    1 month ago


    Hong Kong, Central and Western District, Hong Kong SAR China AIA Full time

    About the RoleAt AIA, we're committed to delivering strategic solutions that drive business growth and impact. As a Strategic Advisor - Healthcare Market Intelligence, you'll play a key role in shaping our approach to this critical market.Job Responsibilities:Develop comprehensive research on the healthcare space, identifying trends and opportunities for...